SmartVault vs Formstack Documents

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

SmartVault offers more features (61 vs 20) and more integrations (15 vs 10). Starting price: SmartVault at $70/mo vs Formstack Documents at $99/mo. SmartVault has 61 unique features while Formstack Documents has 20 unique features, with 0 features in common.

SmartVaultFormstack Documents
CategoryDocument ManagementDocument Management
Total Features6120
AI-Powered Features11
Starting Price$70/mo$99/mo
Pricing Tiers38
Integrations1510
Shared Features0
Shared Integrations3
Data Quality95%75%

Feature Comparison by Category

AI (0 vs 1)

FeatureSmartVaultFormstack Documents
AI-Powered Document Builder

Automation (0 vs 3)

FeatureSmartVaultFormstack Documents
Advanced Data Routing
Data Routing
Multi-Document Workflows

Client Collaboration (3 vs 0)

FeatureSmartVaultFormstack Documents
Client Portal
Email Capture
Email Templates

Compliance (0 vs 1)

FeatureSmartVaultFormstack Documents
HIPAA Compliance

Core Document Management (9 vs 0)

FeatureSmartVaultFormstack Documents
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

Document Format Support (0 vs 1)

FeatureSmartVaultFormstack Documents
Microsoft Word Document Automation

Form Generation (0 vs 1)

FeatureSmartVaultFormstack Documents
Auto-Generated Forms

Integration (0 vs 5)

FeatureSmartVaultFormstack Documents
Auto-Population from Business Systems
Built-in Delivery Integrations
CRM Document Generation
Documents API
Salesforce Integration

Integrations (2 vs 0)

FeatureSmartVaultFormstack Documents
Developer API
Software Integrations

Onboarding & Support (5 vs 0)

FeatureSmartVaultFormstack Documents
Client Onboarding
Data Migration & Setup
On-Demand Learning
Support & Customer Success
Training & Onboarding

Personalization (0 vs 3)

FeatureSmartVaultFormstack Documents
Conditional Sections
Custom Branding
Dynamic Document Content

Pricing & Proposal Management (3 vs 0)

FeatureSmartVaultFormstack Documents
Seasonal Licenses
Send Quotes & Proposals
SmartPath: Intelligent Pricing

Security (0 vs 3)

FeatureSmartVaultFormstack Documents
Document Data Encryption
Document Security
Secure Downloads

Security & Compliance (13 vs 0)

FeatureSmartVaultFormstack Documents
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 (6 vs 0)

FeatureSmartVaultFormstack Documents
Bulk File Sending
Bulk Print Organizers & Returns
Connected Tax Prep Workflow
SmartRouting
SmartScan
Tax Specific Templates

Template Management (0 vs 1)

FeatureSmartVaultFormstack Documents
Drag-and-Drop Template Builder

Workflow Efficiency & Automation (12 vs 0)

FeatureSmartVaultFormstack Documents
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

eSignature (0 vs 1)

FeatureSmartVaultFormstack Documents
Electronic Document Signing

eSignatures & Payments (8 vs 0)

FeatureSmartVaultFormstack Documents
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 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

Only in Formstack Documents (20)

AI-Powered Document Builder
Advanced Data Routing
Data Routing
Multi-Document Workflows
HIPAA Compliance
Microsoft Word Document Automation
Electronic Document Signing
Auto-Generated Forms
Auto-Population from Business Systems
Built-in Delivery Integrations
CRM Document Generation
Documents API
Salesforce Integration
Conditional Sections
Custom Branding
Dynamic Document Content
Document Data Encryption
Document Security
Secure Downloads
Drag-and-Drop Template Builder

Want to build your own alternative to SmartVault or Formstack Documents?

Analyze it with Reap