SmartVault vs Pathagoras

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

Pathagoras

Category: Documentation Tool
Industries: Marketing, Financial, Business

Pricing

Individual

Single User

$379

Additional Licenses

Per Seat

$250

Network Bundle

3 users plus Networking***

$799

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

Pathagoras reviews

In addition to the documentation and cheerful telephone support, one of Pathagoras' best features is the ease with which a busy lawyer or paralegal can pace your learning. I created my first basic form (a "no-fault" divorce complaint) within 15 minutes of opening up the manual. It was simple, and it worked.

- Edward Zohn Technolawyer

While Pathagoras has to ability to create complex documents which contain logic based components, the steps involved are so rudimentary that one finds themselves questioning how can it be? What attorneys and law firms alike have struggled with for years relating to form documents and the automation of such, has been conquered with this program.

- Katrina Hubbard Balanced Legal Solutions, LLC,

focus on timesavers permeates the new version. For example, the new interface enables you to more readily access a greater number of clauses, files, images, and templates than ever before. Also, a number of helpful utilities make it easier to manage your forms library and associated resources.

- Neil Squillante Technolawye

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."

Pathagoras

Pros
My overall experience with Pathagoras is fantastic
That it is so easy to transform your Word documents into Templates that are then so easy to call up and fill out
Fast and easy control using only Word to update fields and documents
The creator is super helpful when questions arise and always gives extra tips to improve it's value
Pathagoras is an amazing program, a must-have for any practice."

Cons
The only thing I don't like is that I feel guilty that it costs so little, seems wrong
Compared to trying to remember which client you did that project for, digging up the document and cutting and pasting - well there is no comparison
Frankly, if you are an attorney - or business person - and document generation is not central to your practice you are missing the boat and, frankly, making a huge, foolish, mistake
We encounter glitches sometimes with running the software
Hard to tell sometimes if it is Pathagorus or Word."

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