Karbon vs SmartVault
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
Overview
Karbon is the collaborative practice management platform for accounting firms.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$59.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$28.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.6/ 5Features
4.5/ 5Customer Service
4.8/ 5Value for Money
4.5/ 5Ease of Use
4.2/ 5Features
4.2/ 5Customer Service
4.1/ 5Value for Money
4/ 5Features
Total features 118
- @mentions
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Assignment Management
- Audit Trail
- Authentication
- Billing & Invoicing
- Brainstorming
- Budget Management
- Business Process Automation
- CRM
- Calendar Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Management
- Content Management
- Contract/License Management
- Credit Card Processing
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Deadline Management
- Discussions/Forums
- Document Automation
- Document Capture
- Document Check-In/Out
- Document Classification
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Electronic Signature
- Email Management
- Email-to-Task Conversion
- Employee Management
- Encryption
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Accountants
- For CPA Firms
- For Legal Professionals
- For Small Businesses
- Forecasting
- Forms Management
- Full Text Search
- Invoice Management
- Invoice Processing
- Kanban Board
- Key Performance Indicators
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Multi-Currency
- Multiple Projects
- Online Payments
- Optical Character Recognition
- Percent-Complete Tracking
- Performance Metrics
- Portfolio Management
- Prioritization
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real Time Editing
- Real-Time Data
- Real-Time Notifications
- Real-Time Updates
- Recurring Tasks
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Single Sign On
- Staff Management
- Status Tracking
- Sub-Task Management
- Tagging
- Task Board View
- Task Editing
- Task Import
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Clock
- Time Tracking
- Timer
- To-Do List
- Two-Factor Authentication
- User Management
- Version Control
- Web-based Deployment
- Workflow Configuration
- Workflow Management
Total features 50
- @mentions
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Assignment Management
- Audit Trail
- Authentication
- Billing & Invoicing
- Brainstorming
- Budget Management
- Business Process Automation
- CRM
- Calendar Management
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Management
- Content Management
- Contract/License Management
- Credit Card Processing
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Deadline Management
- Discussions/Forums
- Document Automation
- Document Capture
- Document Check-In/Out
- Document Classification
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Due Date Tracking
- Electronic Payments
- Electronic Signature
- Email Management
- Email-to-Task Conversion
- Employee Management
- Encryption
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Accountants
- For CPA Firms
- For Legal Professionals
- For Small Businesses
- Forecasting
- Forms Management
- Full Text Search
- Invoice Management
- Invoice Processing
- Kanban Board
- Key Performance Indicators
- Messaging
- Milestone Tracking
- Mobile Access
- Mobile App
- Multi-Currency
- Multiple Projects
- Online Payments
- Optical Character Recognition
- Percent-Complete Tracking
- Performance Metrics
- Portfolio Management
- Prioritization
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real Time Editing
- Real-Time Data
- Real-Time Notifications
- Real-Time Updates
- Recurring Tasks
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Single Sign On
- Staff Management
- Status Tracking
- Sub-Task Management
- Tagging
- Task Board View
- Task Editing
- Task Import
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Clock
- Time Tracking
- Timer
- To-Do List
- Two-Factor Authentication
- User Management
- Version Control
- Web-based Deployment
- Workflow Configuration
- Workflow Management
Integrations
- AWARD
- Acctivate Inventory Management
- Docusign
- Dropbox Business
- FreshBooks
- Gmail
- Google Calendar
- Hubdoc
- Ignition
- Lacerte Tax
- Liscio
- Method CRM
- Microsoft 365
- Microsoft Outlook
- OneDrive
- ProConnect
- ProSeries Tax
- QuickBooks Online
- QuickBooks Time
- Slack
- SuiteFiles
- Tallie
- TaxCalc
- Xero
- Zapier
- AWARD
- Acctivate Inventory Management
- Docusign
- Dropbox Business
- FreshBooks
- Gmail
- Google Calendar
- Hubdoc
- Ignition
- Lacerte Tax
- Liscio
- Method CRM
- Microsoft 365
- Microsoft Outlook
- OneDrive
- ProConnect
- ProSeries Tax
- QuickBooks Online
- QuickBooks Time
- Slack
- SuiteFiles
- Tallie
- TaxCalc
- Xero
- Zapier
