
How SmartVault Compares to Drake Documents
Drake Documents is an afterthought in Drake’s tax software suite, falling short in providing the comprehensive and compliant document management tools modern accounting firms need.
The Hidden Costs of Drake Documents
Inflexible system:
Constrained growth:
Limited functionality for lots of $$$:
The Advantages of Using SmartVault
Flexible and scalable:
Enhanced collaboration:
Comprehensive client engagement tools:
SmartVault vs. Drake Documents
To help you make an informed decision, we’ve compiled a detailed comparison of SmartVault and Drake Documents.
This table highlights the key features that differentiate these solutions:


SmartVault is a comprehensive platform designed specifically for accounting professionals:
Unmatched Reliability
SmartVault maintains near 100% uptime even during the busiest tax seasons. This reliability is crucial for maintaining productivity and meeting client deadlines.
Intuitive User Interface
SmartVault offers an easy-to-use platform that requires minimal training. This allows firms to onboard new staff and clients quickly.
Comprehensive Support
SmartVault provides extensive training and support, ensuring you can maximize the platform’s potential.
Scalability and Flexibility
SmartVault offers unlimited cloud storage and client capacity, allowing your firm to grow without constraints.
Streamlined Workflows
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.
Enhanced Security and Compliance
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.
True Partnership
SmartVault is more than just a software provider – we’re a partner in your firm’s success. Our commitment to your growth and efficiency, coupled with our accounting industry focus, sets us apart from competitors like Drake Documents.