FileInvite vs. SmartVault Comparison


FileInvite 5.0 out of 5 stars	SmartVault 4.7 out of 5 stars
Learn More about FileInvite Update Features for FileInvite	Learn More about SmartVault Update Features for SmartVault	Add To Compare	Add To Compare

FileInvite	SmartVault
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We help customers build web and mobile applications for any purpose. 4.8 out of 5 stars 18 Ratings Visit Website for Centrex Software ONLYOFFICE Docs ONLYOFFICE is an open-source project that offers cloud-based and self-hosted solutions for business of all sizes. The key product is ONLYOFFICE Docs, a secure office suite that seamlessly integrates into the most popular platforms, e.g. Odoo, Alfresco, Confluence, Pipedrive, Redmine, SuiteCRM and more. When integrated, ONLYOFFICE Docs provides the users of your business app with editors for documents, spreadsheets, presentations, forms, PDFs and diagrams. The ONLYOFFICE suite makes it possible to collaborate on office files in real time. The built-in AI assistant is compatible with ChatGPT, DeepSeek, Mistral and other AI providers to ensure a flawless editing experience. 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FileInvite: About Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.	SmartVault: About SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.
FileInvite: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	SmartVault: Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
FileInvite: Audience Professionals and teams of all sizes, across industries	SmartVault: Audience Accounting, Tax, Bookkeeping, Business, SME
FileInvite: Support Phone Support Supported 24/7 Live Support Supported Online Supported	SmartVault: Support Phone Support Supported 24/7 Live Support Supported Online Supported
FileInvite: API Offers API Supported	SmartVault: API Offers API Supported
FileInvite: Screenshots and Videos View more images or videos	SmartVault: Screenshots and Videos View more images or videos
FileInvite: Pricing $829/mo Free Version Not Supported Free Trial Not Supported	SmartVault: Pricing $20.00/month/user https://www.smartvault.com/pricing/ Free Version Not Supported Free Trial Supported
FileInvite: Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 4.3 / 5 Read all reviews	SmartVault: Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.6 / 5 design 4.3 / 5 support 4.4 / 5 Read all reviews
FileInvite: Pros & Cons from Real Users Pros The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts. Perfect for any size of business/enterprise. Helps you in document automation. Available on SaaS, web and cloud platform. You can access file offline also. Lets you synchronize with Google Drive. This is such a great service for data and document collection. Personalised branding makes it even better. Cons Till now I haven't found any downside in this platform. No free plan available. Otherwise it's a great DMS tool. Nothing really, overall ticks all our boxes. All pros!	SmartVault: Pros & Cons from Real Users Pros Secure database, short upload times, good search features to find past uploaded documents, easy to use once certain functions are enabled, download notifications to see who has received the items requested/uploaded. From file storage to file sharing SmartVault provides a secured and seamless platform for business. I liked its collaboration features. It's easy to transfer files around anywhere. The interface is also easy to understand. It provides cloud storage of documents so we can access them from anywhere. It saves the file in encrypted for for absolute security. Features like eSign, version control and scan integration helps a lot. The product is good, not too complicated, and not expensive especially compared to some of the bigger names. It's an easy product to learn. And even easier to walk a client through how to set up their access. All I have to do is send and email, then the client takes a few steps to set up their log in information, and with a few clicks they are ready to send and receive sensitive information through a secure portal! Cons Difficult to navigate between folders in an account from an non-administrative end, upload process can be confusing when trying to upload to specific folders, pinning folders to Home Screen is not intuitive and using pinned folders is confusing because the "Add" button does not mean upload but means add another pinned folder. There's no downside I experienced on this platform. The app user interface is very simple which makes it easy to use and understand. The app has no cons. I wish there was an app for clients to use on their phone. Nothing that I dislike enough to mention. Sometimes the search bar takes a few seconds to catch up, but that could also be my computer with several other large programs running.
FileInvite: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	SmartVault: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
FileInvite: Company Information FileInvite Founded: 2014 New Zealand, United States www.fileinvite.com	SmartVault: Company Information SmartVault Founded: 2008 United States smartvault.com/
FileInvite: Alternatives Cerberus FTP Server Redwood Software 4.8 out of 5 stars	SmartVault: Alternatives LogicalDOC 4.5 out of 5 stars
FileInvite: Mortgage Quest Market Focus 4.9 out of 5 stars	SmartVault: ShareFile Progress Software 4.6 out of 5 stars
FileInvite: SynaMan Synametrics Technologies 5.0 out of 5 stars	SmartVault: Assembly Assembly.com
FileInvite: Collect	SmartVault: Onehub 4.9 out of 5 stars
FileInvite: Avvoka 4.0 out of 5 stars View All	SmartVault: Glasscubes 5.0 out of 5 stars View All
FileInvite: Categories Admissions and Enrollment Supported Commercial Loan Supported Digital Signature Supported Document Collaboration Supported Document Collection Supported Document Generation Supported Document Management Supported File Sharing Supported Legal Document Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported Onboarding Supported Portal Supported Workflow Management Supported	SmartVault: Categories Content Collaboration Supported Document Management Supported File Sharing Supported Portal Supported
FileInvite: Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Not Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported File Sharing Features Audit Trail Supported Chat / Messaging Supported Collaboration Supported Document Management Supported Drag & Drop Supported Electronic Signature Supported Encryption Supported File Synchronization Supported Search Supported User Management Supported Version Control Supported Workflow Management Supported Portal Features Chat Supported Collaboration Supported Content Management Supported Document Management Supported File Sharing Supported Search Supported Show More Features Admissions and Enrollment Features Application Management Supported Assessment Management Supported Candidate Management Supported Colleges / Universities Supported Evaluation Management Supported Fee Management Supported Financial Aid Management Not Supported Forms Management Supported K-12 Not Supported Recruiting Management Not Supported Scoring Not Supported Self Service Portal Supported Commercial Loan Features Asset Management Not Supported Audit Trail Supported Complex Debt Structures Not Supported Dashboard Supported Document Management Supported Exposure Management Not Supported Lead Management Not Supported Pipeline Management Supported Risk Management Not Supported Trend Analysis Not Supported Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Document Collaboration Features Access Control / Permissions Supported Autosave Supported Chat / Messaging Supported Cloud Storage Supported Comments / Annotations Not Supported Edit / Change Tracking Supported Electronic Signature Supported Multiple File Formats Supported Pre-made Templates Supported Search Supported User Tagging Not Supported Version Control Supported Workflow / Approval Process Supported Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Supported Templates Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Not Supported Version Control Supported Loan Origination Features Amortization Schedule Not Supported Audit Trail Supported Closing Documents Supported Compliance Management Supported Customer Database Supported Digital Signature Supported Document Management Supported Fee Management Not Supported Loan Processing Supported Online Application Supported Loan Servicing Features Accounting Management Not Supported Amortization Schedule Not Supported Application Management Supported Auto Loans Not Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Supported Collections Management Supported Compliance Management Supported Construction Loans Supported Customer Database Supported Fee Management Not Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Supported Closing Documents Supported Commercial Mortgages Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Supported Loan Servicing Supported Pipeline Management Supported Pre-Qualification Supported Refinance Management Supported Residential Mortgages Supported Onboarding Features Course Management Not Supported Document Management Supported E-Verify / I-9 Forms Not Supported Electronic Forms Supported Electronic Signature Supported Employee Handbook Not Supported Employee Portal Supported File Management Supported Job Description Management Not Supported Orientation Management Not Supported Self Service Portal Supported Task Management Not Supported Tax Forms Supported Training Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported	SmartVault: Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Not Supported File Recovery Supported File Type Conversion Supported Forms Management Not Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported File Sharing Features Audit Trail Supported Chat / Messaging Not Supported Collaboration Not Supported Document Management Supported Drag & Drop Supported Electronic Signature Supported Encryption Supported File Synchronization Not Supported Search Supported User Management Supported Version Control Supported Workflow Management Supported Portal Features Chat Not Supported Collaboration Not Supported Content Management Not Supported Document Management Supported File Sharing Supported Search Supported
FileInvite: Integrations Salesforce Supported ATX Not Supported Acctivate Inventory Software Not Supported Axis LMS Supported CCH Axcess Tax Not Supported Docusign Not Supported Drake Tax Not Supported Emburse Tallie Not Supported FileThis Not Supported Google Drive Supported HubSpot CRM Supported Hubdoc Not Supported Ledgersync Not Supported Microsoft Outlook Not Supported QuickBooks Online Not Supported Rightworks Not Supported TaxCalc Not Supported UltraTax CS Not Supported Xero Not Supported Zapier Supported Show More Integrations View All 8 Integrations	SmartVault: Integrations Salesforce Supported ATX Supported Acctivate Inventory Software Supported Axis LMS Not Supported CCH Axcess Tax Supported Docusign Supported Drake Tax Supported Emburse Tallie Supported FileThis Supported Google Drive Not Supported HubSpot CRM Not Supported Hubdoc Supported Ledgersync Supported Microsoft Outlook Supported QuickBooks Online Supported Rightworks Supported TaxCalc Supported UltraTax CS Supported Xero Supported Zapier Not Supported Show More Integrations View All 24 Integrations
FileInvite: Claim FileInvite and update features and information Claim FileInvite and update features and information	SmartVault: Claim SmartVault and update features and information Claim SmartVault and update features and information