I love the ease of use of the software for myself and my clients. The mobile app makes the documents accessible at any time...even on the go.

No other software provides the same features for even half the price. The ease of use and support makes it a winner.

I am so glad my bookkeeper told me about Onehub. It keeps me organized and if I ever need to find a receipt it's there.

This is literally the best server we have found for the price.

For this type of product, I would call the overall experience excellent. I can’t think of any other package that I have not considered abandoning within five years, other than perhaps GSuite.

OneHub makes it easy to organize our virtual data room and to constantly revise it. The platform is also very good at managing user access at different levels.

Works well with most internet browsers. Securely share files over cloud technology, Easy to use UI, Cost effective.

There was an instance where processing of documents was delayed by several hours. It really wasn't a big deal, but it is honestly the worst I've experienced with the service.

I very much like the 'click-agreement' option, very useful as an NDA type agreement on due diligence type data room setups.

The inability to make files “Favorite” and have them up top. The inability to send document links from the app.

Onehub is pretty much your one-stop shop for all of your file sharing needs. Onehubs customer support is also stellar.

It's intuitive and easy to use. Works well with most internet browsers.

Providing access is tricky with the link and once someone has access they don't get invited again and claim they don't have a log in.

Of particular value are the daily emails that I get whenever someone accesses the data room and what they look at; it is a great way to gauge an investor's interest and focus.

Some outside users have had trouble accessing the data room from their work emails, and I've had to send them access via their personal emails.

The ability to replace a traditional file cabinet online.

It is so easy to connect your bank, sub contractors, statements, etc. I love that all my information is in one place.

Customer Service is SUPERB. I'm mildly tech challenged so support has made using this really easy & convenient.

Ease of setup and use were essential. The same functionality that made it easy for us to adopt has made it easy to onboard additional users both inside and outside our organization.

Expensive for the functions limited in the software.

Securely share files over cloud technology, Easy to use UI, Cost effective.

So you call back, get another promise and it doesn't happen again. In the meantime, your whole workflow is suffering.

It has been great at helping us move to a more paperless environment. The best feature is the tight integration with Lacerte (it also integrates with ProSeries).

Product is easy to use and secure for clients. I like that you can send a direct link to documents.

Ability to scale, Docusign integrations, ease of use, customer support. Great value for the price.

I like the idea, but that's it. I loved what the software said it would do-- it seemed like a silver bullet solution at the time.

It is great for important document storage. Easy to function, manage documents and share with clients as well.

Ease of use, great features and cheaper than other software.

A client opened its vault and saw identities of all clients -- in violation of IRS security requirements.

There can be a little frustration when it comes to the search function of clients and their vaults.

Clients access their folders with ease and we get email notifications hourly if there are uploads. It puts clients at ease that their documents are in a secure home.

Then we ran out of space again. Then, the dashboard told us that we had space, but we were getting error messages that we were out of space.

It is so easy to get acclimated to SmartVault. Pre-training is important and the SmartVault University provides lots of useful information.

Excellent product for client security when multiple documents are being sent back & forth. Integration with other software that we use is important.

The price is affordable for a boutique firm like mine. It also puts me at ease for the security for confidential information sharing with clients.

We quit using Smart Vault and switched to IntuitLink and Docusign proper (just in case anyone wants a better option here).

The team were great in helping me make an informed decision on their products. I would absolutely recommend them to anyone else.

Thanks to SmartVault, it's easy for my clients to provide me with the data I need to keep their books, and I can answer almost any question they have for me quickly and easily.

Love the integration with my tax software, ProSeries and also DocUSign which I depend on immensely.

It's sometimes difficult if you have the same name clients.

The current global pandemic has meant that the software has been a god send in maintaining client relations and service provision. I am pleased to have moved over and would recommend.

This is just an example, a myriad of other features that are well intentioned end up completely useless or worse due to lack of customization.

Very user friendly and easy to navigate. Easy to set up and invite clients and give the appropriate access according to their status i.e. full for the company director down to folder or file specific.

We love this all in one option that gives us comfort knowing we are providing a compliant option to our clients for document storage and sharing.

The Outlook plug-in was repeatedly stopped by Outlook for slowing it down.

I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients.

My clients like the ability to have their sensitive documents in a secure place that we both can access.

Learning SmartVault was a bit difficult in the beginning but the company provides plenty of training and hundreds of videos.

It user friendly and customer support is very quick.

This application fits perfectly with my suite of other applications and I can count on it remaining secure.

I am really happy with it, the client portal is easy to use thats important so they dont contact us as much.

US Dollar

Onehub is a cloud-based collaboration tool and virtual data room that helps users securely store and share their business files. It can be customized to meet users' specific requirements and custom branding needs.


Onehub offers a range of features to help with file storage including drag-and-drop document uploading, full-text search, folder organization, version controls and archiving.


This solution helps users share files securely using links and role-based permissions. It also provides workspaces that feature user management and access controls.


Onehub allows users to post comments, send emails, manage workflow tasks, create dashboards and receive notifications regarding new posts and files. Other features include file previews, multiple file type support, data export options and automatic file deletion.


Onehub offers native mobile apps for Android and iOS devices. It also provides security features such as two-factor authentication, document watermarks and audit trails.



LongDescription

File Management

Commenting/Notes

Optical Character Recognition

Messaging

User Management

Document Storage

Access Controls/Permissions

Data Storage Management

Activity Tracking

Activity/News Feed

Digital Signature

Real Time Editing

Digital Watermarking

Electronic Signature

Real Time Synchronization

Knowledge Management

Communication Management

Document Capture

Collaboration Tools

File Recovery

Full Text Search

Data Import/Export

Offline Access

For Legal Professionals

Document Classification

Audit Trail

Version Control

Content Management

Mobile Access

Data Security

Discussions/Forums

Two-Factor Authentication

Encryption

Role-Based Permissions

Client Portal

Real-Time Notifications

Workflow Management

Real-Time Updates

Bulk Uploading

File Sharing

Activity Dashboard

Alerts/Notifications

Chat/Messaging

Document Review

Customizable Branding

Remote Access/Control

Employee Activity Monitoring

Drag & Drop

Multi-Factor Authentication

Tagging

Secure Data Storage

Employee Portal

Archiving & Retention

Task Management

Watermarking

Document Management

Secure File Viewer

@mentions

Indexing

Document Generation

Search/Filter

Standard plan: $15/user/month (or $12.50/user/month when billed annually) 
Advanced: $25/user/month (or $20/user/month when billed annually) 
Data Room Edition: $375/user/month (or $300/user/month when billed annually) 
Unlimited Edition: $575/user/month (or $500/user/month when billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Onehub

Live Online

Webinars

Documentation

Videos

SmartVault is a document management software that enables businesses across various industry verticals such as construction, financial, accounting, and manufacturing handle sharing and storage of documents in a centralized repository. Organizations can design a personalized portal with custom logos to establish brand identity with clients.


SmartVault includes custom workflows, which allow enterprises to automate uploading, scanning and distribution of documents with internal and external stakeholders. It offers numerous features such as two-factor authentication, drag-and-drop capabilities, file versioning, payment processing, full-text search, collaboration management, electronic signature capturing and more. Additionally, administrators can ensure compliance with CCPA, GDPR, SEC, GLBA, FINRA and other legal and industrial standards.


SmartVault facilitates integration with various third-party applications like Salesforce, Hubdoc, TaxCalc, Xero, FreshBooks, Method CRM, Microsoft Outlook and more. It is available on annual/monthly subscriptions and support is extended via phone, email, FAQs and other online measures.



Document Templates

Document Check-In/Out

Progress Tracking

Workflow Configuration

Contract/License Management

Approval Process Control

Template Management

File Transfer

Self Service Portal

Configurable Workflow

Compliance Management

Forms Management

Real-time Updates

Email Management

Authentication

Customizable Templates

Business Process Automation

Document Automation

Compliance Tracking

Customizable Dashboard

Customizable Forms

Third-Party Integrations

SmartVault offers a free trial, after which it is available on monthly and annual subscriptions. Details include:
Standard (minimum 5 users) - $28/user/month or $20/user/month (billed annually) 
Business Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) 
Accounting Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) 
Enterprise - (minimum 10 users) - Contact SmartVault for details 

Onehub vs SmartVault

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