GoFileRoom Falls Short for Modern Firms.
If you’re still managing documents with GoFileRoom, you’re already behind. Crashes during tax season, a steep learning curve, limited integrations, and rising costs have firms looking for a better alternative. SmartVault is the cloud-native DMS purpose-built for accounting workflows, offering automation, security, and a better client experience.
Why Firms Are Leaving GoFileRoom
Firms aren’t just quietly replacing GoFileRoom—they’re venting about it publicly:
- Crashes and downtime during tax season
- Limited integration options beyond TR software
- Clunky interface that’s hard to train new staff on
- Expensive licensing with unclear support
- Poor client experience when paired with NetClient CS
SmartVault offers a supported, future-ready path forward.
Side-by-Side Comparison: SmartVault vs. GoFileRoom
SmartVault’s Portal: Everything NetClient CS Isn’t
GoFileRoom relies on NetClient CS for client interaction—and it shows. Firms report frustration with usability, branding, and mobile access. SmartVault eliminates that friction with a seamless portal experience.
SmartVault Client Portal Benefits:
- Mobile-optimized for phones and tablets
- Integrated eSignatures via DocuSign
- Auto-filing of signed documents into the correct folder
- Intuitive drag-and-drop uploads for clients
- Full visibility with audit trails and role-based access
- Firm-branded experience with custom subdomain
Transitioning from GoFileRoom Is Easier Than You Think
SmartVault’s onboarding and support teams work exclusively with accounting firms and make your transition smooth and fast.
- 4–6 week assisted onboarding
- SmartRouting folder configuration
- Staff and admin training
- Data validation and import
- U.S.-based support with extended tax season hours
- No extra support fees
IRS and FTC Standards? Covered.
SmartVault Delivers:
- SOC 2 Type 2 compliance
- FTC Safeguards Rule alignment
- IRS Pub. 4557 readiness
- 256-bit encryption in transit and at rest
- Audit logs, permission controls, and document versioning
Don’t Just Replace GoFileRoom. Upgrade Everything.
SmartVault isn’t just a GoFileRoom alternative—it’s a leap forward in how your firm handles, shares, and secures client documents.
SmartVault Gives You:
- 100% cloud-native access
- Seamless tax software integrations
- SmartRouting automation
- Built-in eSignatures
- A branded client portal
- Unlimited storage and users
- Predictable pricing
- U.S.-based, accounting-specific support
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.
Why 30,000 Accounting and Business Professionals Trust SmartVault
SmartVault supports over 3 million users, securely stores over 500 million documents, and has facilitated hundreds of thousands of signatures.
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.
