HOW WE COMPARE

How SmartVault Compares to GoFileRoom

Accounting and tax professionals need a document management system that offers security, efficiency, and ease of use. While both SmartVault and Thomson Reuters GoFileRoom provide robust options for managing documents, they differ in features, usability, and accessibility.

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The Hidden Costs of GoFileRoom

Many firms have found that GoFileRoom’s limitations hinder their productivity, flexibility, and client satisfaction.

Limited Cloud Functionality:

GoFileRoom’s partial cloud design restricts true remote access, causing inefficiencies for teams needing on-the-go flexibility.

Complicated Setup and High IT Dependency:

A complex interface, steep learning curve, and the need for significant IT support slow down onboarding and frustrate users.

Premium Pricing Without Scalability:

High costs and limited pricing flexibility make it challenging for small and growing firms to justify the investment.

The Advantages of Using SmartVault

Built for accounting professionals, SmartVault delivers a secure, user-friendly platform that drives efficiency, compliance, and scalability for your firm.

Fully Cloud-Based and Accessible Anywhere:

Unlimited cloud storage and client capacity allow your practice to scale effortlessly as you take on new business.

Simple Setup and User-Friendly Design:

Included custom-branded client portal, 24/7 mobile access, robust integrations, and powerful tools create a seamless, collaborative experience for your team and clients.

Affordable and Scalable Pricing Options:

15+ years of accounting focus, over 3 million users, and SOC 2 Type 2 Compliance prove we deliver reliable, modern software that meets your needs while supporting compliance.

Dedicated Support for Accounting Workflows:

Accounting-specific support, regular feature updates, and compliance tools like audit trails ensure your firm is equipped to meet client and regulatory demands.

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.

Learn more about our UltraTax CS integration

SmartVault: Not Just Another Document Management Solution

SmartVault is more than a document management solution. It’s a platform designed specifically for the unique needs of accounting professionals. Here’s how it stacks up against GoFileRoom.

Purpose-Built for Accounting Workflows

SmartVault maintains near 100% uptime even during the busiest tax seasons. This reliability is crucial for maintaining productivity and meeting client deadlines.

True Cloud Accessibility

SmartVault offers an easy-to-use platform that requires minimal training. This allows firms to onboard new staff and clients quickly.

Seamless Tax Software Integrations

SmartVault provides extensive training and support, ensuring you can maximize the platform’s potential.

User-Friendly and Intuitive

SmartVault’s integrated features, from client intake to eSignature and document management, create a seamless workflow that saves time and reduces errors. SmartVault offers a complete end-to-end solution without the need for multiple modules.

Compliance and Security Tailored for Accounting

With SOC 2 Type 2 Compliance and support for IRS standards, FTC Safeguards, FINRA, SEC, and GLBA regulations, SmartVault ensures your sensitive client data is protected while supporting compliance with regulations.

Flexible and Scalable Pricing

SmartVault offers unlimited cloud storage and client capacity, allowing your firm to grow without constraints.

Streamlined Workflow Automation

With customizable folder templates and automated workflows, SmartVault helps you streamline repetitive tasks effortlessly.

Dedicated Onboarding, Data Migration & Support

SmartVault provides responsive, accounting-specific support to solve your challenges quickly and efficiently.