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.
The Hidden Costs of GoFileRoom
Limited Cloud Functionality:
Complicated Setup and High IT Dependency:
Premium Pricing Without Scalability:
The Advantages of Using SmartVault
Fully Cloud-Based and Accessible Anywhere:
Simple Setup and User-Friendly Design:
Affordable and Scalable Pricing Options:
Dedicated Support for Accounting Workflows:
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.
SmartVault: Not Just Another Document Management Solution
SmartVault maintains near 100% uptime even during the busiest tax seasons. This reliability is crucial for maintaining productivity and meeting client deadlines.
SmartVault offers an easy-to-use platform that requires minimal training. This allows firms to onboard new staff and clients quickly.
SmartVault provides extensive training and support, ensuring you can maximize the platform’s potential.
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.
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.
SmartVault offers unlimited cloud storage and client capacity, allowing your firm to grow without constraints.
With customizable folder templates and automated workflows, SmartVault helps you streamline repetitive tasks effortlessly.
SmartVault provides responsive, accounting-specific support to solve your challenges quickly and efficiently.
Accelerate Your Entire Tax Prep Workflow
From initial client engagement to storing final returns, SmartVault is designed from the ground up to support the entire tax prep document workflow.
Client Experience Matters: SmartVault Portal vs. NetClient CS
Firms are frustrated with the outdated feel of NetClient CS. SmartVault’s modern portal was built for the way clients and staff actually work today.
Still Using FileCabinet CS? That’s About to Change.
Thomson Reuters is sunsetting FileCabinet CS on December 31, 2027.
But the real problems started long before the sunset notice. Firms are switching to SmartVault now—before they’re forced to.
