SmartVault vs Optix

RATING:

4.4

(123)

SmartVault has 123 reviews and a rating of 4.37 / 5 stars vs Optix which has 12 reviews and a rating of 4.92 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

Overall Rating
4.4 (123)
4.9 (12)
Ease-of-Use
4 / 5
5 / 5
Value for Money
4 / 5
5 / 5
Customer Support
4 / 5
5 / 5
Functionality
4 / 5
5 / 5
Last Review Written
December 11, 2023
March 14, 2023
Pros/Cons
  • Pros

  • 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.
  • Cons

  • 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.
Read all user reviews
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo
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FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

FrontRunners

2021

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6 Recommendations
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos