SmartVault vs ContractSafe

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

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

ContractSafe

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

Basic

$299.00

Per Month

Standard

$499.00

Per Month

20M+ Downloads
5/5

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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

ContractSafe reviews

It was very easy to set up and roll out to all our different departments. It is a very cost effective and organized way to have a single location to keep all important contracts safe and accessible.

- Maureen B. Paralegal

Product was easy to use and understand. Customizations came naturally as you work through the process of uploading and completing contract records in the system.

- Francis N. Vice President of Information Technology

I like the simplicity of ContractSafe. It's easy to administer and simple enough for end-users to adopt with minimal training. The licensing model also works for us; it's great that I can add as many users as I like.

- Lee J. Strategy and Operations Director

Pros & cons

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."

ContractSafe

Pros
I really like how easy it is to search documents, and the linking and reminder features are very helpful in keeping things organized
We have only been using the software for about a week, but the launch has been seemless
The training was great, and the contractsafe team has been extremely helpful
We are using this new tool to save our contracts
It is helpful in classifying the documents, define expiration dates and making sure everything is well aligned
ContractSafe was the sweet spot
We are very happy with our decision."

Cons
No more negative option contracts rolling over because someone forgot to calendar a date
We are able to quickly pull contracts with specific clauses, those expiring, those that are missing signatures, etc
While a laudable goal, right now the feature is still weak
Once in a while the interface can get a bit clunky or lag
Most of these issues (e.g., ContractSafe popups) are minor, however."

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