OfficeTools vs SmartVault
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Overview
OfficeTools provides everything you need to run your tax and accounting practice from a single solution.
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
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
US$28.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.7/ 5Features
3.9/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Ease of Use
4.2/ 5Features
4.2/ 5Customer Service
4.1/ 5Value for Money
4.0/ 5Features
Total features 48
- API
- Access Controls/Permissions
- Accounting
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Trail
- Authentication
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- Business Process Automation
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Contact Database
- Content Management
- Contingency Billing
- Contract/License Management
- Customizable Branding
- Customizable Dashboard
- Customizable Forms
- Customizable Invoices
- Customizable Templates
- Data Security
- Document Automation
- Document Capture
- Document Check-In/Out
- Document Classification
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Electronic Signature
- Email Management
- Employee Management
- Encryption
- Expense Tracking
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Accountants
- For CPA Firms
- For Legal Professionals
- For Tax Practices
- Forms Management
- Full Text Search
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Access
- Mobile Payments
- Monitoring
- Online Invoicing
- Online Payments
- Optical Character Recognition
- Payment Processing
- Progress Tracking
- Project Accounting
- Project Billing
- Project Time Tracking
- Real-Time Notifications
- Recurring/Subscription Billing
- Reminders
- Role-Based Permissions
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Staff Management
- Task Management
- Task Progress Tracking
- Tax Calculation
- Template Management
- Third-Party Integrations
- Time Tracking
- Timer
- Timesheet Management
- Two-Factor Authentication
- Version Control
- Workflow Configuration
- Workflow Management
Total features 50
- API
- Access Controls/Permissions
- Accounting
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Trail
- Authentication
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- Business Process Automation
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Contact Database
- Content Management
- Contingency Billing
- Contract/License Management
- Customizable Branding
- Customizable Dashboard
- Customizable Forms
- Customizable Invoices
- Customizable Templates
- Data Security
- Document Automation
- Document Capture
- Document Check-In/Out
- Document Classification
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Electronic Signature
- Email Management
- Employee Management
- Encryption
- Expense Tracking
- File Management
- File Sharing
- File Transfer
- Financial Management
- For Accountants
- For CPA Firms
- For Legal Professionals
- For Tax Practices
- Forms Management
- Full Text Search
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Access
- Mobile Payments
- Monitoring
- Online Invoicing
- Online Payments
- Optical Character Recognition
- Payment Processing
- Progress Tracking
- Project Accounting
- Project Billing
- Project Time Tracking
- Real-Time Notifications
- Recurring/Subscription Billing
- Reminders
- Role-Based Permissions
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Staff Management
- Task Management
- Task Progress Tracking
- Tax Calculation
- Template Management
- Third-Party Integrations
- Time Tracking
- Timer
- Timesheet Management
- Two-Factor Authentication
- Version Control
- Workflow Configuration
- Workflow Management
Integrations
- APX e-Invoicing
- Acctivate Inventory Management
- Docusign
- FreshBooks
- Hubdoc
- Lacerte Tax
- Liscio
- Method CRM
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- ProSeries Tax
- QuickBooks Online
- QuickBooks Online Advanced
- Tallie
- TaxCalc
- Xero
- APX e-Invoicing
- Acctivate Inventory Management
- Docusign
- FreshBooks
- Hubdoc
- Lacerte Tax
- Liscio
- Method CRM
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- ProSeries Tax
- QuickBooks Online
- QuickBooks Online Advanced
- Tallie
- TaxCalc
- Xero
