How We Compare
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
While SafeSend efficiently handles tax workflows, consider these limitations:
Restrictive Functionality:
Limited scope focuses primarily on tax processes, leaving gaps in year-round document management needs.
Integration Challenges:
Lack of integration with popular accounting software like Intuit ProSeries, ProConnect, and QuickBooks limits its usefulness outside of tax season.
Workflow Complexity:
Creating separate systems for tax and non-tax work increases complexity and potential for errors.
The Advantages of Using SmartVault
SmartVault is designed to help modern firms streamline operations, enhance compliance, and scale to their fullest potential year-round.
Versatile DMS:
Comprehensive document management system covers all aspects of your practice, not just tax season.
Extensive Integration:
Integrates with a wide range of accounting and tax software, including Intuit ProConnect, ProSeries, Lacerte, and QuickBooks, as well as UltraTax CS and more.
Robust Security Features:
Advanced security features and compliance support keep your practice protected year-round.
Feature Comparison:
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:
Client Intake Form
Pricing Engine & Quoting
Engagement Letters w/ eSignature
Ability to Bulk Send Engagement Letters
Accept Payment
Automated Folder Structure Creation
Customizable Client Organizer
Secure Document Collection
Cloud-Based 24/7 Access
Unlimited Storage and Clients
OCR of Scanned Documents
Integration with Thomson Reuters UltraTax CS
Integrated with Intuit Lacerte
Integrated with Intuit ProSeries
Intuit ProConnect Integration (2025)
Version Control/History
Custom Branded Portal
Integrated eSignature Workflows
FINRA, SEC, GLBA Compliance Support
SOC 2 Compliant
Granular User Permissions
Specialized for Accounting
Seasonal Worker Licenses
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
