How SmartVault Compares to SafeSend
When choosing between SmartVault and SafeSend, it’s important to consider your firm’s complete needs – not just during tax season, but year-round. While SafeSend offers strong tax-specific capabilities, SmartVault provides a comprehensive solution that grows with your practice.
The Hidden Costs of SafeSend
Restrictive Functionality:
Integration Challenges:
Workflow Complexity:
The Advantages of Using SmartVault
Versatile DMS:
Extensive Integration:
Robust Security Features:
SmartVault vs. SafeSend
To help you make an informed decision, we’ve compiled a detailed comparison of SmartVault and SafeSend.
This table highlights the key features that differentiate these solutions:
Understanding the Difference
While SafeSend offers strong tax-specific capabilities, SmartVault provides a comprehensive solution that grows with your practice.
SafeSend excels in tax return delivery and processing, offering:
- Streamlined tax return assembly and delivery
- User-friendly client interface for tax document review
- Built-in eSignature for tax forms like Form 8879
- Secure tax document exchange
SmartVault delivers complete document management:
- Deep integration with essential software (ProConnect, ProSeries, QuickBooks, Lacerte, UltraTax CS, and more)
- Bank-grade security and compliance features
- Year-round client collaboration tools
- Advanced workflow automation
- Customizable branded client portal
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.
