OnBoard vs SmartVault

Side-by-side comparison of features, reviews, pricing and more

OnBoard

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

Contact for a Quote

SmartVault

Category: Documentation Tool
Industries: Marketing, Business, Fianance, Health

Pricing

Standard

$20

PER USER / MONTH

Billed Annually

Business Pro

$40

PER USER / MONTH

Billed Annually

Accounting Pro

$40

PER USER / MONTH

Billed Annually

20M+ Downloads
5/5

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OnBoard reviews

I like that the app works on all systems (iphone/android/table/laptop/desktop) - I love that it has become a digital filing cabinet and we have almost done away with paper files. It's a marvel.

- Roberto P. Director of Trusteeship & Executive Office Administration

I find it easy to create documents for Board and Committee meetings. Directors utilize a variety of devices to connect to OnBoard.

- Robert S. CFO

Training was great - it was one-on-one and over the internet. It made getting questions answered easy and allowed us to focus on the features we could not figure out on our own. The customer service/correspondence is amazing.

- Carla L. Finance Director

SmartVault reviews

My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome. My clients find it easy to work with.

- Tracey D. Financial

The software is only document storage and not the best one. It is supposed to integrate with Intuit tax software (Prosystems, etc.), but if you use something different (I am on CCH), you are out of luck. Customer service is horrible and not worth the time you spend contacting them. Please read my Cons section for more impressions.

- Mila S. Owner

I use SmartVault as my PDF printer, as well as a place to store client documents.

- Steven K. CPA

Pros & cons

OnBoard

Pros
The ease to upload and change out updated docs at the last minute is great
The ability to download then entire book into a pdf is great too
I sincerely appreciate all the help of the wonderful staff as we learned how to use the software
Overall, it's been a great tool to use for our company's board and I have been very very pleased with how friendly all of the staff have been from the very beginning of the process
This is the first online board portal we have used and we're already impressed
We previewed a few board portals before purchasing OnBoard and like the look and ease of OnBoard best."

Cons
For instance, it is difficult for members how to simply print a document
Also, the lagging when typing in some fields is very annoying
It is disappointing that the Actions functionality comes at an additional cost
I end up losing where I left off if trying to do a complete review and training OnBoard
No more Post-it notes that come off and get lost to contend with."

SmartVault

Pros
Plus, I believe that having a secure portal on my website is a positive thing that could help attract new clients
The ability to efficiently receive and transmit information back and forth between clients has been great
It is great for important document storage
Easy to function, manage documents and share with clients as well
This interactive secure portal has been a lifesaver with the increased use of electronic data transfer."

Cons
This will only slow you down a minute or two, but it can be mildly frustrating
We have some issues with permissions on our end and on the client end that requires some troubleshooting and frustration
My number one complaint is that you cannot edit documents in Smartvault
Customer Service is horrendous and is more likely to ignore you than be of any actual service."

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