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How We Compare

How SmartVault Compares to FileCabinet CS®

Want to grow your practice? Provide your clients with better service? Use a software that doesn’t crash on you? SmartVault’s the obvious choice.

The Hidden Costs of FileCabinet CS

Using FileCabinet CS comes with a hefty price tag – not in dollars, but in lost opportunities, inefficiencies, and security risks.

Growth Limitation:

Limited storage and client capacity restricts firm expansion and forces use of multiple systems.

Operational Inefficiency:

Poor integration capabilities and lack of mobile access hinder team collaboration and client service.

Security Risk:

Basic security features and outdated platform leave firm data vulnerable to cyber threats.

The Advantages of Using SmartVault 

SmartVault is designed to help modern accounting practices streamline operations, enhance compliance, and scale to their fullest potential.

Scalability:

Unlimited cloud storage, client capacity, and advanced features support seamless business growth.

Modern Experience:

Custom-branded portal with mobile access, integrations, and collaborative tools enhance client and team workflow.

Enterprise Security:

Bank-grade security infrastructure paired with proven reliability across 3+ million users ensures data protection.
Feature Comparison:

SmartVault vs. FileCabinet CS

If your goal is to keep your accounting practice stuck in neutral, FileCabinet CS is the perfect solution for you. But if you want to grow? SmartVault’s the clear choice.

This table highlights the key features that differentiate these solutions: 

 
SmartVault
Client Management (Engagement and Onboarding)
Client Intake Forms and Templates
Yes
No
Engagement Letters with eSignature*
Yes
Yes
Proposals and Quotes
Yes
Yes
Automated Folder Structure and User Permission Creation
Yes
No
Unlimited Clients
Yes
No
Custom List to Request Source Documents
Yes
No
Source Docs Automatically Route to Correct Folder
Yes
No
Robust Dashboard to View Status and Send Reminders
Yes
No
Automatic Notifications Keep Everyone Updated
Yes
No
Document Management & Security
Cloud-Based 24/7 Access
Yes
No
Unlimited Cloud Storage
Yes
No
Customizable Folder Structures
Yes
No
Ability to Link (group) Multiple Clients
Yes
Yes
Docs Available Online and on Desktop
Yes
No
PDF to Print Functionality 
Yes
Yes
Auto-Routing/Saving
Yes
No
Document Locking
Yes
No
Version Control & Document History
Yes
Yes
Advanced Search Functionality
Yes
Yes
OCR for Scanned Documents
Yes
Yes
Document Data Extraction
Yes
No
Integration with Multiple Tax Prep Systems
Yes
No
Seasonal Worker Licenses
Yes
Yes
Client Portal & Collaboration
Included Custom Client Portal
Yes
No
Add Link to Portal on Website
Yes
Yes
Secure File Sharing
Yes
Yes
Real-Time Staff Collaboration
Yes
No
Multi-Channel Client Communication*
Yes
No
eSignature Workflow (incl. 8878/8879)*
Yes
Yes
Unlimited Guest Users
Yes
No
Configurable Notifications
Yes
No
Send Password-Protected Files Via Email
Yes
No
Integrated Payment Collection
Yes
No
Platform Reliability & Compliance
Mobile Access
Yes
No
Reliable (~100% Uptime)
Yes
No
SOC 2 Compliant
Yes
Yes
FINRA, SEC, GLBA Compliant
Yes
Yes
Specialized for Accounting
Yes
Yes
Backup and Recovery
Yes
No
Activity Tracking and Audit Logs
Yes
No
* through an integration

Have UltraTax CS? SmartVault Integrates Seamlessly

Our integration automatically routes and organizes files from UltraTax CS to SmartVault, freeing you from the hassle of doing it yourself. This saves you time, reduces human error, and makes it easier for your team to quickly find the documents they need.

Get Up and Running with Reliable, Fast Migration

With over 15 years of experience focused on the accounting industry and supporting more than 3 million users, SmartVault truly understands your workflows, challenges, and goals. This knowledge drives every aspect of our services. Our data migration process is quick, and we offer a white-glove service to guide you through every step.