ShareFile vs SmartVault
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
ShareFile offers fewer features (59 vs 61) and fewer integrations (13 vs 15). Starting price: ShareFile at $17.6/mo vs SmartVault at $70/mo. ShareFile has 58 unique features while SmartVault has 60 unique features, with 1 features in common.
| ShareFile | SmartVault | |
|---|---|---|
| Category | Document Management | Document Management |
| Total Features | 59 | 61 |
| AI-Powered Features | 1 | 1 |
| Starting Price | $17.6/mo | $70/mo |
| Pricing Tiers | 4 | 3 |
| Integrations | 13 | 15 |
| Shared Features | 1 | |
| Shared Integrations | 1 | |
| Data Quality | 95% | 95% |
Feature Comparison by Category
AI (1 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| AI-Powered Document Automation |
Accessibility (2 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Anytime Anywhere Access | ||
| Desktop and Mobile Applications |
Administration (1 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| User Management Tool |
Client Collaboration (0 vs 3)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Client Portal | ||
| Email Capture | ||
| Email Templates |
Collaboration (7 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Advanced Client Portal | ||
| Basic Client Portal | ||
| Client Portals | ||
| Project Management | ||
| Projects | ||
| Real Time Co-Editing | ||
| Unlimited Client Users |
Compliance (1 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Regulatory Compliance Support |
Core Document Management (0 vs 9)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Centralized Document Repository | ||
| Connected Desktop App | ||
| Document Management (DMS) | ||
| Full Text Search | ||
| Mapped Drive Access | ||
| Mobile-Enabled Access | ||
| PDF Editing | ||
| PDF Printer | ||
| Unlimited Cloud Storage |
Customization (1 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Custom Branding |
Document Management (4 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Document Packager | ||
| Document Request Lists | ||
| Document Templates | ||
| Templates |
File Management (5 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Archiving | ||
| File Drop Links | ||
| File Sharing via Hyperlink | ||
| File Sync and Versioning | ||
| Secure File Sharing |
Industry Solutions (5 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Automated Engagement Letters | ||
| Customized Tax User Experience | ||
| Easily Import Files from Popular Accounting Programs | ||
| Pre-Configured Accounting Workflows | ||
| Ready-to-Use Custom Tax Templates |
Integration (3 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Active Directory and Single Sign-on | ||
| Personal Cloud Connectors | ||
| Secure Email Integrations |
Integrations (0 vs 2)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Developer API | ||
| Software Integrations |
Onboarding & Support (0 vs 5)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Client Onboarding | ||
| Data Migration & Setup | ||
| On-Demand Learning | ||
| Support & Customer Success | ||
| Training & Onboarding |
Organization (3 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Centralized View of Engagements | ||
| Data Tables | ||
| Folder Creation Templates |
Pricing & Proposal Management (0 vs 3)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Seasonal Licenses | ||
| Send Quotes & Proposals | ||
| SmartPath: Intelligent Pricing |
Reporting (2 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Activity Logs and Reports | ||
| Real-time Activity Tracking |
Search (1 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Full Text Search |
Security (12 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Automated Threat Remediation | ||
| Device Security | ||
| Dynamic Watermarking | ||
| Encrypted Email | ||
| File Encryption | ||
| File Link Expiration | ||
| Granular Access Controls | ||
| Granular User Permissions | ||
| Knowledge-Based Authentication | ||
| Multi-Factor Authentication | ||
| Threat Detection Alerts | ||
| Watermarking and NDA Enforcement |
Security & Compliance (0 vs 13)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Activity Logs | ||
| Automatic File Lock | ||
| Certified Vault | ||
| Compliance & Audit | ||
| Compliance Vault | ||
| Custom Permission Groups | ||
| Encrypted Communication | ||
| File Sharing & Access Controls | ||
| Password-Protected File Sharing | ||
| Password-Protected PDFs | ||
| Security & Compliance | ||
| Two-Factor Authentication | ||
| User Permission Controls |
Tax Prep Workflow (0 vs 6)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Bulk File Sending | ||
| Bulk Print Organizers & Returns | ||
| Connected Tax Prep Workflow | ||
| SmartRouting | ||
| SmartScan | ||
| Tax Specific Templates |
Workflow Automation (11 vs 0)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Automated Workflows | ||
| Bulk Onboard Clients | ||
| Bulk Send | ||
| E-Signature Collection | ||
| Information Request | ||
| Integrated Client Onboarding | ||
| Integrated E-Signature | ||
| Rapid Client Onboarding | ||
| Request and Assign Work | ||
| Task Management | ||
| Workflows |
Workflow Efficiency & Automation (0 vs 12)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Client Archival | ||
| Custom Folder Templates | ||
| Customized Folder Templates | ||
| Document Collection & Requests | ||
| Email Notifications | ||
| File Versioning | ||
| Linked Clients | ||
| PDF Form Filler | ||
| Print Driver / Autofiler | ||
| SmartRequestAI | ||
| Unlimited PDF Form Filler | ||
| Workflow Automation & Efficiency |
eSignatures & Payments (0 vs 8)
| Feature | ShareFile | SmartVault |
|---|---|---|
| Form Approvals & Fillable PDFs | ||
| Pin Code Authentication | ||
| Reusable Templates for Forms & Documents | ||
| Secure Payment Processing | ||
| Sign on Mobile Devices | ||
| Unlimited KBAs / ID Verification | ||
| eSignature & Form Approvals | ||
| eSignatures |
Unique Features
Only in ShareFile (58)
Anytime Anywhere Access
Desktop and Mobile Applications
User Management Tool
AI-Powered Document Automation
Advanced Client Portal
Basic Client Portal
Client Portals
Project Management
Projects
Real Time Co-Editing
Unlimited Client Users
Regulatory Compliance Support
Custom Branding
Document Packager
Document Request Lists
Document Templates
Templates
Archiving
File Drop Links
File Sharing via Hyperlink
+ 38 more unique features
Only in SmartVault (60)
Client Portal
Email Capture
Email Templates
Centralized Document Repository
Connected Desktop App
Document Management (DMS)
Mapped Drive Access
Mobile-Enabled Access
PDF Editing
PDF Printer
Unlimited Cloud Storage
eSignature & Form Approvals
eSignatures
Form Approvals & Fillable PDFs
Pin Code Authentication
Reusable Templates for Forms & Documents
Secure Payment Processing
Sign on Mobile Devices
Unlimited KBAs / ID Verification
Developer API
+ 40 more unique features
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