FileHold vs SmartVault
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
FileHold offers fewer features (40 vs 61) and fewer integrations (5 vs 15). Starting price: FileHold at Contact Sales vs SmartVault at $70/mo. FileHold has 40 unique features while SmartVault has 61 unique features, with 0 features in common.
| FileHold | SmartVault | |
|---|---|---|
| Category | Document Management | Document Management |
| Total Features | 40 | 61 |
| AI-Powered Features | 0 | 1 |
| Starting Price | Contact Sales | $70/mo |
| Pricing Tiers | 0 | 3 |
| Integrations | 5 | 15 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 60% | 95% |
Feature Comparison by Category
Access (3 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Anonymous Portal | ||
| Mobile Access | ||
| Web Access |
Automation (3 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Auto-filing | ||
| Automated Workflows | ||
| Document Workflow |
Client Collaboration (0 vs 3)
| Feature | FileHold | SmartVault |
|---|---|---|
| Client Portal | ||
| Email Capture | ||
| Email Templates |
Collaboration (3 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Calendar | ||
| Information Sharing & Collaboration | ||
| Task Coordination |
Compliance (2 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Audit & Compliance Tools | ||
| Audit Logging and Tracking |
Core Document Management (0 vs 9)
| Feature | FileHold | 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 (2 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Language Localization | ||
| Rebranding |
Distribution (1 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Courier |
Document Capture (4 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Document Scanning & Imaging | ||
| Print-to-FileHold | ||
| Server Side OCR | ||
| SmartSoft Capture |
Document Management (9 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Centralized File Storage | ||
| Document Lifecycle Control | ||
| Document Linking | ||
| Document Tagging and Metadata Capture | ||
| Document Version Control | ||
| E-forms | ||
| Enhanced Document Repository | ||
| Level 1 Document Viewers | ||
| Level 2 and 3 Document Viewers |
Infrastructure (1 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Flexible Deployment |
Integration (5 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Adobe Electronic Signature Integration | ||
| Microsoft Active Directory Integration | ||
| Microsoft Office Integration | ||
| Microsoft Teams Integration | ||
| Third Party Integration |
Integrations (0 vs 2)
| Feature | FileHold | SmartVault |
|---|---|---|
| Developer API | ||
| Software Integrations |
Onboarding & Support (0 vs 5)
| Feature | FileHold | SmartVault |
|---|---|---|
| Client Onboarding | ||
| Data Migration & Setup | ||
| On-Demand Learning | ||
| Support & Customer Success | ||
| Training & Onboarding |
Pricing & Proposal Management (0 vs 3)
| Feature | FileHold | SmartVault |
|---|---|---|
| Seasonal Licenses | ||
| Send Quotes & Proposals | ||
| SmartPath: Intelligent Pricing |
Search (3 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Fast File Search | ||
| FastFind | ||
| Searching |
Security (2 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Enterprise-Grade Security | ||
| Role-Based Access |
Security & Compliance (0 vs 13)
| Feature | FileHold | 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 |
Sharing (1 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Secure Document Sharing |
Tax Prep Workflow (0 vs 6)
| Feature | FileHold | SmartVault |
|---|---|---|
| Bulk File Sending | ||
| Bulk Print Organizers & Returns | ||
| Connected Tax Prep Workflow | ||
| SmartRouting | ||
| SmartScan | ||
| Tax Specific Templates |
User Management (1 vs 0)
| Feature | FileHold | SmartVault |
|---|---|---|
| Limited Registered and Portal Alias Account Users |
Workflow Efficiency & Automation (0 vs 12)
| Feature | FileHold | 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 | FileHold | 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 FileHold (40)
Anonymous Portal
Mobile Access
Web Access
Auto-filing
Automated Workflows
Document Workflow
Calendar
Information Sharing & Collaboration
Task Coordination
Audit & Compliance Tools
Audit Logging and Tracking
Language Localization
Rebranding
Courier
Document Scanning & Imaging
Print-to-FileHold
Server Side OCR
SmartSoft Capture
Centralized File Storage
Document Lifecycle Control
+ 20 more unique features
Only in SmartVault (61)
Client Portal
Email Capture
Email Templates
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
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
+ 41 more unique features
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