SmartVault vs Windward Core
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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 Windward Core
Windward Studios Template Designer (AutoTag) is the most user-friendly report automation tool I've worked with so far. They integrated a robust UI into Microsoft Word making every step of the process straight forward. Windward Studios support team is responsive and will help you step by step if need be. Their developers have also been very responsive to small points we raised during the implementation of their Java Engine, which they solved shorty. Overall it’s a convenient and intuitive tool that facilities DOCX document automation.
Max F.
About Windward Core
Windward is the global leader in document generation solutions. Our unique, low-code solution embeds into any application and enables users to design custom, logic-based templates within the familiar landscape of Microsoft Office. Windward is fast, easy, and removes human error, transforming the way business professionals create documents.
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
Windward Core reviews
The syntax is simple and easy to understand and i liked the drag and drop features.
- Denis M. Application Developer
The engineering team worked very closely with us during the proof of concept stage to make sure we had a good solution to present to the management team. Once the POC was developed, tested, demonstrated and approved by management, they continued to help us as we rolled out the Windward Reports tool to our existing customers.
- Raul G. Director Customer Support
I like it that you can "program" in windward, i am a front-end developer so i am familiar with if, else and for each statements. I also like the complexity that you can do with Windward our documents are sometimes very complex but with the Windward software we always can make a way to make ik happen.
- Brian D. Software Engineer Internet
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." |
Windward Core
| Pros |
|---|
| I think the designer is the strongest part of Windward |
| Template creation is easy and I can re-use my styles and branding from other Microsoft Word documents |
| This is a powerful tool to design and generate a word, excel, pdf, .. |
| reports and connecting to different data sources such as JSON, XML, SQL |
| At 8 Contract updates per month average, we estimate that 1 person-year will drop to a week or so |
| The PMO sponsors are thrilled |
| They free up to do higher value work |
| Windward not only has exceeded any expectations, but they've absolutely impressed me with their service and their feature-rich product." |
| Cons |
|---|
| Having the Report Designer integrated with MS Office is a PRO |
| However, it is also a CON because of MS Office's limited design capabilities |
| The missing libraries for processing of pictures from cameras |
| Originally, the engine server failed to generate document output for our AutoTag templates |
| When a report isn't generated for any reason, the same generic error message is returned." |
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