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Basic security features and outdated platform leave firm data vulnerable to cyber threats.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


Client Management (Engagement and Onboarding)
Client Intake Forms and Templates
Engagement Letters with eSignature*
Proposals and Quotes
Automated Folder Structure and User Permission Creation
Unlimited Clients
Custom List to Request Source Documents
Source Docs Automatically Route to Correct Folder
Robust Dashboard to View Status and Send Reminders
Automatic Notifications Keep Everyone Updated
Document Management & Security
Cloud-Based 24/7 Access
Unlimited Cloud Storage
Customizable Folder Structures
Ability to Link (group) Multiple Clients
Docs Available Online and on Desktop
PDF to Print Functionality
Auto-Routing/Saving
Document Locking
Version Control & Document History
Advanced Search Functionality
OCR for Scanned Documents
Document Data Extraction
Integration with Multiple Tax Prep Systems
Seasonal Worker Licenses
Client Portal & Collaboration
Included Custom Client Portal
Add Link to Portal on Website
Secure File Sharing
Real-Time Staff Collaboration
Multi-Channel Client Communication*
eSignature Workflow (incl. 8878/8879)*
Unlimited Guest Users
Configurable Notifications
Send Password-Protected Files Via Email
Integrated Payment Collection
Platform Reliability & Compliance
Mobile Access
Reliable (~100% Uptime)
SOC 2 Compliant
FINRA, SEC, GLBA Compliant
Specialized for Accounting
Backup and Recovery
Activity Tracking and Audit Logs
* through an integration