SmartVault vs Precisely
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Sir Richard BransonMost popular feedback for SmartVault
eFileCabinet kept on corrupting files when they were checked out. I use another accountancy practice package called TaxCalc which is compatible with SmartVault and that's the main reason why we moved over.
Christos L.
About SmartVault
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks.
Most popular feedback for Precisely
Precisely is a great tool to track and control the entire contract lifecycle using the Workflow Automation. It helps us on tracking deadlines, balancing client expectations, requesting payments and more.
Mahinour S.
About Precisely
Managing documents, or contracts, across departments used to be complex. Now, our document generation solution solves some of the major problems of traditional contracting. Up to 25x faster contract turnaround and document creation. Have your entire company from Sales to HR create, send, and execute compliant contracts on the scale, while the Legal team stays in control. Precisely's document generation solution is created by Legal and loved by the entire organisation.
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
Precisely reviews
I cannot imagine working without it
- Sara N. Head of Partner Relations
The software is customer friendly and user interface is understandable so that many of our departments can fully use the software to design appropriate contracts. The dashboard helps significantly with timeline, milestones, and key date achievements. The feature that alerts to contract renewal dates and process is a great benefit to our team.
- robert c. Sales Director
Amazingly user friendly, helps a lot on creating templates. During the free trial, I was able to run stuff effectively, it easy and intuitive interface! My first impression is that they give the sensitivity regarding managing contracts. Plus, they offers 2 factor authentication and good version control.
- Mariano M. Head of Growth
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." |
Precisely
| Pros |
|---|
| The UI is simple and enables team members who are not lawyers to create and manage legal documents with ease |
| I like that it auto-populates the information for you and takes you through the questionnaire |
| The contract negotiation capabilities |
| I have now more than 200 docs |
| 100 done via precisely (others imported) |
| not 1 single (external and internal) person complained about the software |
| it´s super user friendly |
| Cons |
|---|
| Nothing - they always have a turnaround to do things that are not yet fully developed If you need access to unlimited templates, you have to upgrade to professional but this is not a big deal for us |
| The design of the final document is not the greatest, but it is okay because the function is more important than the form. |
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