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.

But I guess this is in each and everyone developer's hand. So maybe a guideline on what not to do to avoid performance losses.

The only problem I have is when updating the version and the pages tend to have problems of accommodation.

It does create good websites, with pretty much good features and integration among objects, which facilitates structuring and maintaining.

It is very easy to use and it has a lot of features. Everyone can build amazing website with beautiful templates.

It's a very helpful software/website in helping you learn and create your very own website for an affordable price.

Also when there is an error it is very difficult to figure out how to solve it because there is no support (obvious for open source but still a problem).

Wordpress is really great for people who do not code but want to have a website. It has lot of additional integrations available which help you build websites which are scalable.

The customer service is the worst. Whenever I email them with a problem, they sometimes don’t fix it for weeks and I have to keep reminding them.

My overall experience with Wordpress is Fantastic. It is one of the best software I have come across.

Currently my website had all the plug-ins crash, and they all disappeared, so keep in mind that WP is notorious for needing to troubleshoot your website once in a while.

On the beginning I have a problem with some message about a having an error whic I did not find.

I love that I was able to accomplish what I wanted, on my own by using help features and just by clicking around and trying different things.

It was excellent, down to the whole designing process and the company itself. The customer support is also fantastic.

Some plugins are very bad, and also very bad translated, or make some other plugins crash so you must be very carefull with what do you install.

WordPress is really one of the best things to ever exist. The ability to create websites that look so sleek and beautiful, modern and attractive, is incredible.

I learned a lot and saved tons of time using it. I'd highly recommend it for most of the people as it has a very pleasant UI and it's easy to use even for not tech people - your client.

It is the best and biggest platform for creating content I have ever known. Wordpress allows you to have very high quality websites, for a super symbolic price.

The templates are amazing and just like all of wordpress very user friendly you dont have to know how to code to use wordpress.

But don't let the price put you off, you're getting the best blogging software on the market, in my opinion. Plenty of extensions and themes, great community support and very nice admin interface.

Being non profit, It is imperative that I keep costs as low as possible while ensuring the quality is as good as can bee.

My Experience with WordPress is awesome and I highly recommend for those learners who want to develop their own sites.

The fact that WordPress is free and yet offers users excellent services is a plus on its own. On top of that, it is very easy to set up and integrate into your website, giving you total control.

Great avenue to put writing skills to work, expression as an art, the ability to share with others as I care to share.

Like many others, I am satisfied with the work in WorPress and the opportunities it provides. For now, it is an unsurpassed platform.

A great advantage is the huge user community out there, always willing to help; when I have a question, the answer is usually already out there.

Incredible easy to use and a fantastic way for business owners to create good websites fast without needing a ton of technical help.

This is a must have and if you research even more you'll see all the amazing ways you to can use this little gem.

The dashboard and preview ability is nice. The theme changes are pretty simple to navigate as you see what works best.

Wordpress has an impressive amount of integrations with other products. For example, we use the Yoast SEO plugin, which is awesome.

I love that this software has layouts for you to choose from and different styles for any kind of blog. I use my blog mostly as a recipe index for myself and it has been awesome.

US Dollar

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.



LongDescription

File Management

Optical Character Recognition

Document Templates

Document Storage

Document Check-In/Out

Access Controls/Permissions

Progress Tracking

Workflow Configuration

Contract/License Management

Electronic Signature

Approval Process Control

Document Capture

Collaboration Tools

Full Text Search

Template Management

File Transfer

For Legal Professionals

Document Classification

Self Service Portal

Audit Trail

Version Control

Content Management

Configurable Workflow

Mobile Access

Compliance Management

Data Security

Two-Factor Authentication

Encryption

Role-Based Permissions

Client Portal

Real Time Notifications

Forms Management

Workflow Management

Real-time Updates

Email Management

File Sharing

Alerts/Notifications

Authentication

Customizable Templates

Business Process Automation

Document Automation

Customizable Branding

Compliance Tracking

Customizable Dashboard

Customizable Forms

Drag & Drop

Secure Data Storage

Archiving & Retention

Third Party Integrations

Task Management

Document Management

Search/Filter

Windows 7

Windows XP

Web browser (OS agnostic)

Windows 8

Windows 10

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 

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

SmartVault

Live Online

Webinars

Documentation

Videos

Euro

WordPress is an open-source, cloud-based content management system based on PHP and MySQL that helps small to large businesses create, manage and publish content for websites. The customizable solution allows enterprises to use plugins, widgets, and themes to improve traffic-driven content across multiple websites.


Features of WordPress include a content manager, a drag-and-drop interface, templates, dynamic page generation, password protection, multi-page posts, previewing and publishing. It comes with a drag-and-drop file uploader and media browser, which allows users to upload and store pictures, music, videos, documents and more. Additionally, it provides auto-saving and restoring functionalities for businesses to automatically save and restore crucial data in case of a system crash.


WordPress comes with an application programming interface (API), which enables developers to customize as well as connect plugins with the solution. Pricing is available as per business requirements and support is extended via forums, FAQs and other online measures.



SEO Management

Subscription Management

Pre-built Templates

Content Sharing

Categorization/Grouping

Post Management

Content Publishing Options

Data Import/Export

Online Booking Tools

Online Store Builder

Audio File Management

Performance Metrics

Text Editing

Landing Pages/Web Forms

Social Media Integration

Video Support

Visual Analytics

Image Editing

Visitor Tracking

Multimedia Support

WYSIWYG Editor

Image Library

Multi-Language

Website Management

Reporting/Analytics

Post Scheduling

Social Promotion

Survey Builder

Auto Update

Electronic Forms

Design Management

Website Hosting

Real Time Editing

Layout & Design

Wordpress offers a free plan (3GB storage), as well as paid plans: 

Personal plan: €4/month (billed yearly) with 6GB of storage and a custom domain name.

Premium plan: €8/month (billed yearly) with 13GB of storage, a custom domain name, and monetization options.

Business plan: €25/month (billed yearly) with unlimited storage space, a custom domain name, and a range of additional features including plugins, Wordpress branding removal, and more.

SmartVault vs WordPress

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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