SmartVault vs Ephesoft

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

Ephesoft

Category: Documentation Tool
Industries: Government, Healthcare, Education

Pricing

Contact for a Quote

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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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

Ephesoft reviews

Our overall experience is very good. Our company is working with Ephesoft for over 4 years now and implemented the solution with many customers. The way you setup the workflow of Ephesoft is very easy and you can easily add or delete several modules depending on the customers needs. This makes the application a good fit for a large variety of business needs.

- Wouter V. Consultant

We have digitalized our company's HR documents using Ephesoft Transact within a few weeks of time

- Ashu P. Software Engineer

The Ephesoft application has been a great help to our department in collecting data. It is very sophisticated and automates the process well, which reduces per-project expenses and improves the precision of final reports. We can easily integrate and use it on any device, making it perfect for our needs.

- Muhand J. Senior Software Engineer

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."

Ephesoft

Pros
Once everything is installed, configured, it runs stable
The software's primary function does meet expectations, which is to classify documents given that good training images are provided
We have partnered with them for about five years at this point, and the improvements they've made to an already solid product have been really impressive
Very easy to set up an initial deployment
Ephesoft team is great -- lots of talent at multiple levels (leadership, sales, engineering, support, etc.)
Great solution at any installation, good performance and a lot of Options Customers really like to use and need."

Cons
Editing, updating and setting up changes is difficult and not user-friendly
Random errors come up daily, and need to manually restart batches as a fix
Sometimes batches get locked and can't be unlocked from UI, then need to do a DB update to unlock the batch
I'm really struggling to think of anything of significance at this point
Advance level training is not available as self-paced online
No certification for Basic Ephesoft Training and just completion."

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