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SmartVault VS ShareMethods

Compare SmartVault VS ShareMethods and see what are their differences

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  3. » Reviews
  4. » Alternatives

SmartVault logo SmartVault

SmartVault is a document management system enabling organizations to collect, manage, prepare, and share documents.

ShareMethods logo ShareMethods

ShareMethods is a sales and marketing, document management and workflow platform.
  • SmartVault Landing page
    Landing page //
    2022-05-03
  • ShareMethods Landing page
    Landing page //
    2022-04-03

SmartVault features and specs

  • Integrated Document Management
    SmartVault offers a robust document management system integrated with popular accounting and business software like QuickBooks, Xero, and FreshBooks, allowing seamless document storage and retrieval.
  • Security
    The platform provides bank-level encryption and compliance with regulatory standards like HIPAA and FINRA, ensuring that sensitive information is securely stored and shared.
  • User-Friendly Interface
    The interface is designed to be intuitive and easy to navigate, reducing the learning curve for new users and improving overall efficiency.
  • Access Control
    Offers detailed access control features, allowing administrators to set specific permissions for different users, thus enhancing data security and compliance.
  • Client Portal
    SmartVault includes a client portal feature that allows for easy sharing and collaboration with clients, enabling real-time document exchange and communication.

Possible disadvantages of SmartVault

  • Cost
    The pricing may be relatively high for small businesses or individual users compared to other document management solutions available on the market.
  • Search Functionality
    Some users have reported that the search functionality could be improved, as it sometimes struggles with locating specific documents quickly.
  • Limited Integrations
    Although SmartVault integrates well with major accounting software, it has limited integration options with other third-party applications that some users might find essential.
  • Mobile App Limitations
    The mobile app experience can be less robust compared to the desktop version, with fewer functionalities and occasional usability issues.
  • Learning Curve
    Although the interface is user-friendly, some users may still experience a learning curve, especially those unfamiliar with document management systems.

ShareMethods features and specs

No features have been listed yet.

Analysis of SmartVault

Overall verdict

  • SmartVault is a reliable and efficient solution for businesses seeking a comprehensive document management system. It is especially beneficial for accounting firms and businesses that require secure and organized document storage solutions. With its range of features and integrations, it offers good value for its price.

Why this product is good

  • SmartVault is considered a good option for document management because it offers secure cloud storage, robust integration options with popular software like QuickBooks, and user-friendly features that facilitate document sharing and collaboration. Its compliance with industry standards like HIPAA makes it suitable for professionals needing secure document storage.

Recommended for

  • Accounting firms
  • Financial advisors
  • Legal professionals
  • Small to medium-sized businesses
  • Industries requiring compliance with regulations like HIPAA

SmartVault videos

+ Add

SmartVault Software Demo Review

More videos:

  • Review - Inviting clients to the SmartVault Client Portal

ShareMethods videos

No ShareMethods videos yet. You could help us improve this page by suggesting one.

Add video

Category Popularity

0-100% (relative to SmartVault and ShareMethods)

SmartVault

ShareMethods

Document Management System
97 97%
Document Management System
3% 3
Project Management
97 97%
Project Management
3% 3
Task Management
98 98%
Task Management
2% 2
Product Presentation
92 92%
Product Presentation
8% 8

User comments

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What are some alternatives?

When comparing SmartVault and ShareMethods, you can also consider the following products

AODocs - AODocs is the document management solution recommended for G Suite. Secure your documents, structure your content, & automate your processes

Docomotion - Docomotion offers tools for designing and generating all types of transactional and operational business documents.

infoRouter - infoRouter is a EDMS that includes Workflow, Document routing, Electronic Forms, Scanning, Storage, Archiving, Indexing & Records Management

OpenKM - OpenKM is an easy to use powerful version control system that enables businesses efficiently and systematically capture, store, secure, manage, maintain and distribute corporate information assets with the goal of facilitating knowledge creation, op…

Zoho Docs - Zoho Docs is an online document management software that lets you manage and store all your files on the cloud. Share, collaborate and access all your files on multiple devices.

SPDocKit - SPDocKit is a Sharepoint Admin Tool to manage permissions and compare farms.

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