HOW WE COMPARE
How SmartVault Compares to IRIS Openspace
Looking for an alternative to IRIS Openspace? Take a closer look at SmartVault, the file sharing and document management solution designed for professional services providers.
See Why SmartVault is the Better Alternative to IRIS OpenSpace
What makes SmartVault really stand apart from OpenSpace? These features from SmartVault will help you increase efficiencies and improve your document workflow.
Organize files easily with customizable folder structures and templates:
Use SmartVault’s customizable folder templates to organize your documents by client, document type, date – or however you like to work. You can also have documents routed to the correct folder, automatically. This helps reduce the time you spend searching for, and filing documents.
Integrate with accounting and business applications:
Integrate SmartVault with your accounting, tax, or productivity application for more efficient workflows. You can import clients, create folders and user permissions automatically, and save documents directly to SmartVault.
Access unlimited storage without expiration dates:
You can store all of your important documents in SmartVault, for as long as necessary with unlimited cloud storage and no expiration dates on any of your documents.
Make general information documents publicly accessible, on-demand:
Upload common informational documents that most clients ask for, so they are easily accessible, on-demand. These documents might be terms, team introductions, or information on new legislation. You can also grant edit access rights for any folders based on who needs to see them.
Streamline your print, eSign, and file processes:
Leverage the power of industry-leading eSignature solutions by DocuSign. Print a document, route to one or multiple signers to eSign, auto file the document back in the right folder, and be alerted when all parties have signed.
Automate document distribution:
Batch print documents directly to SmartVault, leverage email templates, and use built-in mail merge technology to distribute documents to five, 50, or 500 clients.
Feature Comparison:
SmartVault vs. IRIS OpenSpace
Looking for an alternative to IRIS Openspace? Take a closer look at SmartVault, the file sharing and document management solution designed for professional services providers.
This table highlights the key features that differentiate these solutions:
| Feature |
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| Custom branded portal for uploading and accessing documents |
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| Send password protected files via email |
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| Auto alerts notify when files are uploaded or viewed |
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| Add a client login to your website |
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| Version control and activity reports to track changes |
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| Files are encrypted in transit and at rest |
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| eSign with unlimited DocuSign envelopes |
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| Enable clients to upload directly to the portal |
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| Two-factor authentication |
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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.
