FileInvite vs. SmartVault Comparison


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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.	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.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Professionals and teams of all sizes, across industries	Audience Accounting, Tax, Bookkeeping, Business, SME
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $829/mo Free Version Free Trial	Pricing $20.00/month/user https://www.smartvault.com/pricing/ Free Version Free Trial
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	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
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!	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.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information FileInvite Founded: 2014 New Zealand, United States www.fileinvite.com	Company Information SmartVault Founded: 2008 United States smartvault.com/
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Categories Admissions and Enrollment Commercial Loan Digital Signature Document Collaboration Document Generation Document Management File Sharing Legal Document Management Loan Origination Loan Servicing Mortgage and Loans Onboarding Portal Workflow Management	Categories Content Collaboration Document Management File Sharing Portal
Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control File Sharing Features Audit Trail Chat / Messaging Collaboration Document Management Drag & Drop Electronic Signature Encryption File Synchronization Search User Management Version Control Workflow Management Portal Features Chat Collaboration Content Management Document Management File Sharing Search Show More Features Admissions and Enrollment Features Application Management Assessment Management Candidate Management Colleges / Universities Evaluation Management Fee Management Financial Aid Management Forms Management K-12 Recruiting Management Scoring Self Service Portal Commercial Loan Features Asset Management Audit Trail Complex Debt Structures Dashboard Document Management Exposure Management Lead Management Pipeline Management Risk Management Trend Analysis Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking Document Collaboration Features Access Control / Permissions Autosave Chat / Messaging Cloud Storage Comments / Annotations Edit / Change Tracking Electronic Signature Multiple File Formats Pre-made Templates Search User Tagging Version Control Workflow / Approval Process Document Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Loan Origination Features Amortization Schedule Audit Trail Closing Documents Compliance Management Customer Database Digital Signature Document Management Fee Management Loan Processing Online Application Loan Servicing Features Accounting Management Amortization Schedule Application Management Auto Loans Automatic Funds Distribution Business Loans Collateral Tracking Collections Management Compliance Management Construction Loans Customer Database Fee Management Investor Management Loan Processing Student Loans Mortgage and Loans Features Amortization Schedule Client Database Closing Documents Commercial Mortgages Contact Management Credit Reporting Customer Statements Document Management Electronic Applications Government Loans Loan Origination Loan Servicing Pipeline Management Pre-Qualification Refinance Management Residential Mortgages Onboarding Features Course Management Document Management E-Verify / I-9 Forms Electronic Forms Electronic Signature Employee Handbook Employee Portal File Management Job Description Management Orientation Management Self Service Portal Task Management Tax Forms Training Management Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration	Document Management Features Access Controls Archiving & Retention Collaboration Tools Compliance Tracking Document Archiving Document Assembly Document Capture Document Conversion Document Delivery Document Indexing Document Retention Electronic Signature Email Management File Recovery File Type Conversion Forms Management Full Text Search Offline Access Optical Character Recognition Print Management Version Control File Sharing Features Audit Trail Chat / Messaging Collaboration Document Management Drag & Drop Electronic Signature Encryption File Synchronization Search User Management Version Control Workflow Management Portal Features Chat Collaboration Content Management Document Management File Sharing Search
Integrations Salesforce ATX Acctivate Inventory Software CCH Axcess Tax Docusign Dropbox Emburse Tallie FileThis Hubdoc Intuit ProSeries Tax Lacerte Ledgersync Method:CRM Microsoft Outlook QuickBooks Online SKYLINE TaxWise UltraTax CS Xero Zapier Show More Integrations View All 8 Integrations	Integrations Salesforce ATX Acctivate Inventory Software CCH Axcess Tax Docusign Dropbox Emburse Tallie FileThis Hubdoc Intuit ProSeries Tax Lacerte Ledgersync Method:CRM Microsoft Outlook QuickBooks Online SKYLINE TaxWise UltraTax CS Xero Zapier Show More Integrations View All 24 Integrations
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