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.
| SmartVault | Formstack Documents | |
|---|---|---|
| Category | Document Management | Document Management |
| Total Features | 61 | 20 |
| AI-Powered Features | 1 | 1 |
| Starting Price | $70/mo | $99/mo |
| Pricing Tiers | 3 | 8 |
| Integrations | 15 | 10 |
| Shared Features | 0 | |
| Shared Integrations | 3 | |
| Data Quality | 95% | 75% |
Feature Comparison by Category
AI (0 vs 1)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| AI-Powered Document Builder |
Automation (0 vs 3)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Advanced Data Routing | ||
| Data Routing | ||
| Multi-Document Workflows |
Client Collaboration (3 vs 0)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Client Portal | ||
| Email Capture | ||
| Email Templates |
Compliance (0 vs 1)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| HIPAA Compliance |
Core Document Management (9 vs 0)
| Feature | SmartVault | Formstack 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)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Microsoft Word Document Automation |
Form Generation (0 vs 1)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Auto-Generated Forms |
Integration (0 vs 5)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Auto-Population from Business Systems | ||
| Built-in Delivery Integrations | ||
| CRM Document Generation | ||
| Documents API | ||
| Salesforce Integration |
Integrations (2 vs 0)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Developer API | ||
| Software Integrations |
Onboarding & Support (5 vs 0)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Client Onboarding | ||
| Data Migration & Setup | ||
| On-Demand Learning | ||
| Support & Customer Success | ||
| Training & Onboarding |
Personalization (0 vs 3)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Conditional Sections | ||
| Custom Branding | ||
| Dynamic Document Content |
Pricing & Proposal Management (3 vs 0)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Seasonal Licenses | ||
| Send Quotes & Proposals | ||
| SmartPath: Intelligent Pricing |
Security (0 vs 3)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Document Data Encryption | ||
| Document Security | ||
| Secure Downloads |
Security & Compliance (13 vs 0)
| Feature | SmartVault | Formstack 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)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Bulk File Sending | ||
| Bulk Print Organizers & Returns | ||
| Connected Tax Prep Workflow | ||
| SmartRouting | ||
| SmartScan | ||
| Tax Specific Templates |
Template Management (0 vs 1)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Drag-and-Drop Template Builder |
Workflow Efficiency & Automation (12 vs 0)
| Feature | SmartVault | Formstack 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)
| Feature | SmartVault | Formstack Documents |
|---|---|---|
| Electronic Document Signing |
eSignatures & Payments (8 vs 0)
| Feature | SmartVault | Formstack 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
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