Hubdoc

Hubdoc

5.0 out of 5 stars
SmartVault

SmartVault

4.7 out of 5 stars
Hubdoc SmartVault

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Hubdoc:

About

With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.
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.
Hubdoc:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android 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
Hubdoc:

Audience

Companies that want to capture data from financial documents and import it into their accounting software
SmartVault:

Audience

Accounting, Tax, Bookkeeping, Business, SME
Hubdoc:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
SmartVault:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Hubdoc:

API

Offers API Not Supported
SmartVault:

API

Offers API Supported
Hubdoc:

Screenshots and Videos

SmartVault:

Screenshots and Videos

Hubdoc:

Pricing

$12 per month
Free Version Not Supported
Free Trial Supported
SmartVault:

Pricing

$20.00/month/user
https://www.smartvault.com/pricing/
Free Version Not Supported
Free Trial Supported
Hubdoc:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
SmartVault:

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.6 / 5
design 4.3 / 5
support 4.4 / 5
Hubdoc:

Pros & Cons from Real Users

Pros

  • I like how easy it is to amend the details stored within, we can have multiple companies so no need for separate systems. It reads the invoice in most cases therefor takes away data entry.

Cons

  • Sometimes it does not read all documents so the need to review documents is still necessary. However i don't think there is any way around this as you would want to check what is going into the system.
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.
Hubdoc:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
SmartVault:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Hubdoc:

Company Information

Hubdoc
Founded: 2011
Canada
www.hubdoc.com
SmartVault:

Company Information

SmartVault
Founded: 2008
United States
smartvault.com/
Hubdoc:

Alternatives

SmartVault:

Alternatives

LogicalDOC

LogicalDOC

4.5 out of 5 stars
Hubdoc:
SmartVault:
ShareFile

ShareFile

Progress Software
4.6 out of 5 stars
Hubdoc:
SmartVault:
Assembly

Assembly

Assembly.com
Hubdoc:
SmartVault:
Onehub

Onehub

4.9 out of 5 stars
Hubdoc:
Receiptor AI

Receiptor AI

Merlino, Inc.
SmartVault:
Glasscubes

Glasscubes

5.0 out of 5 stars
Hubdoc:

Categories

Bookkeeping Supported
Data Extraction Supported
Document Scanner Supported
Financial Audit Supported
Receipt Scanner Supported
SmartVault:

Categories

File Sharing Supported
Portal Supported
Hubdoc:

Bookkeeping Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Not Supported
Spend Management Supported
Tax Management Not Supported

Data Extraction Features

Disparate Data Collection Supported
Document Extraction Supported
Email Address Extraction Not Supported
Image Extraction Not Supported
IP Address Extraction Not Supported
Phone Number Extraction Not Supported
Pricing Extraction Not Supported
Web Data Extraction Not Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Supported
Balance Sheet Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Supported
Profit / Loss Statement Not 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
Hubdoc:

Integrations

QuickBooks Online Supported
Xero Supported
ATX Not Supported
BILL Supported
Bookkeeper360 Supported
Box Supported
CCH Axcess Tax Not Supported
Desktop.com Supported
Drake Tax Not Supported
Emburse Nexonia Not Supported
Emburse SpringAhead Not Supported
Emburse Tallie Not Supported
Intuit ProSeries Tax Not Supported
Ledgersync Not Supported
Microsoft Outlook Not Supported
Rightworks Not Supported
Salesforce Not Supported
SmartVault Supported
TaxCalc Not Supported
SmartVault:

Integrations

QuickBooks Online Supported
Xero Supported
ATX Supported
BILL Not Supported
Bookkeeper360 Not Supported
Box Not Supported
CCH Axcess Tax Supported
Desktop.com Not Supported
Drake Tax Supported
Emburse Nexonia Supported
Emburse SpringAhead Supported
Emburse Tallie Supported
Intuit ProSeries Tax Supported
Ledgersync Supported
Microsoft Outlook Supported
Rightworks Supported
Salesforce Supported
SmartVault Not Supported
TaxCalc Supported
Hubdoc:
Claim Hubdoc and update features and information
Claim Hubdoc and update features and information
SmartVault:
Claim SmartVault and update features and information
Claim SmartVault and update features and information