SmartVault vs FileInvite

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

FileInvite

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

Lite

$29/ month

10 Invites / month

Pro

$49/ month

25 Invites / month

Multi

$99/ month

75 Invites / month

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

FileInvite reviews

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.

- Pawan M. Executive Consultant

I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.

- Valentina H. Administrator

Very easy to work with, excellent customer service and always available when needed.

- Renee G. Finance Broker

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."

FileInvite

Pros
The way we are able to communicate through the software is also awesome
I do recommend this file to all business owners, you will always need this type of software
I found using this platform to be secure and allows us peace of mind during document transfers
The templates are great and a file invite takes me no longer then 5 minutes to do
I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for
What good is having a system if your customers and staff don't use it
File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion."

Cons
Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be
Set it and forget it -- and still get what you need
The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly
Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it."

What is Speechify?

Speechify is one of the most popular audio tools in the world. Our Google Chrome extension, web app, iOS app, and Android app help anyone listen to content at any speed they want. You can also listen to content in over 30 different voices or languages.

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Speechify provides anyone with an audio play button that they can add on top of their content to turn it into an audiobook. With the Speechify app on iOS and Android, anyone can take this information on the go.

Learn more about text to speech online, for iOS, Mac, Android, and Chrome Extension.

Speechify is the #1 audio reader in the world

Get through books, docs, articles, PDFs, email – anything you read – faster.

4.6/5

20M+ downloads

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