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How We Compare

How SmartVault Compares to Thomson Reuters Onvio Firm Management

Clunky, slow, frequently down, and zero support are just a few complaints Onvio users mention in reviews. SmartVault offers a stark contrast: a reliable, user-friendly document management system backed by a responsive customer care team.

The Hidden Costs of Onvio

Many firms have discovered Onvio comes with significant drawbacks that impact their productivity, client satisfaction, and bottom line.

Unreliable Performance and Frequent Downtime:

Slow loading times, system outages, and sync issues between modules lead to costly workflow disruptions and frustration across teams and clients.

Steep Learning Curve and Poor User Experience:

An unintuitive interface, limited customization options, and compatibility problems result in decreased productivity and increased training costs.

Inadequate Support and Feature Limitations:

Long wait times for customer support, unresolved technical issues, and a lack of key features leave many firms feeling unsupported and ill-equipped to serve their clients.

The Advantages of Using SmartVault 

SmartVault is designed to help modern firms streamline operations, enhance compliance, and scale to their fullest potential year-round.

Proven Reliability and Performance:

With 99.9999% uptime, fast document retrieval, and seamless integration with leading tax prep apps, SmartVault ensures your firm operates without interruption, maximizing billable hours and client satisfaction.

Intuitive Interface and Rapid Adoption:

An easy-to-navigate platform with customizable workflows and personalized training allows your team to focus on serving clients rather than wrestling with software.

Comprehensive Support and Continuous Innovation:

Responsive customer support, regular feature updates based on user feedback, and a rich set of accounting-specific tools make SmartVault a partner in your firm's success.
Feature Comparison:

SmartVault vs. Onvio Firm Management

While Onvio and SmartVault may offer similar features on paper, the key differentiator lies in reliability and performance. SmartVault consistently delivers on its promises, ensuring that these features are always available when you need them most.

This table highlights the key features that differentiate these solutions:

 
SmartVault
Consistent Uptime
Yes
No
Unlimited Clients
Yes
No
Unlimited Storage
Yes
No
Unlimited Guest Users
Yes
No
Client Intake Form
Yes
Yes
Pricing Engine
Yes
No
Custom Proposals & Quotes
Yes
No
Engagement Letters w/ eSignature
Yes
Yes
Accept Payment
Yes
No
Automated Folder Structure Creation
Yes
Yes
Customizable Client Organizer
Yes
Yes
Secure Document Collection
Yes
Yes
Cloud-Based 24/7 Access
Yes
Yes
OCR of Scanned Documents
Yes
Yes
Integration with UltraTax CS
Yes
Yes
Version Control/History
Yes
Yes
Custom Branded Portal
Yes
Yes
Portal included in DMS Price
Yes
No
Portal Enables Real-Time Collaboration
Yes
No
Integrated eSignature Workflows
Yes
Yes
Seasonal Workers Licenses
Yes
No
SOC 2 Type 2 Compliant
Yes
Yes
Supports Industry-Leading Regulations
Yes
Yes
Specialized for Accounting
Yes
Yes
Mobile Access
Yes
Yes
Comprehensive Training & Support
Yes
No
CASE STUDY

Real Results: A Case Study

When Kristie Agar of O’Connor and Agar CPA opened her firm, she was determined to find solutions that could streamline operations and provide a better client experience after years of struggling with Onvio. SmartVault delivered immediate results:

  • Achieved a completely paperless workflow
  • Simplified signature processes with unlimited eSignatures
  • Enhanced client connectivity through an easy-to-use portal
  • Streamlined document management and tax return handling
  • Reduced training time for seasonal staff

We don’t waste time hunting documents across different programs, as everything is organized right in SmartVault,” Kristie explained. This efficiency and organization are why she enthusiastically recommends SmartVault to her peers.

Choose SmartVault for a reliable, efficient, and truly supportive document management solution that will help your accounting firm thrive.

SmartVault: Not Just Another Document Management Solution

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.

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.

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.

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.

Scalability and Flexibility

SmartVault offers unlimited cloud storage and client capacity, allowing your firm to grow without constraints.

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.

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.

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