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.

Great customer service and response time. Easy navigation and setup.

That it is really user friendly; never heard of Ravetree until I began working at The Bookkeeper. Wonderful tool to track and prioritize tasks.

All employees can access up to date content in one simple place. Good visual representation of information.

The interface is very rich and intuitive, offers a clear and precise overview of the different results obtained. A free trial version is also available to enhance the user experience.

Ravetree feels like the perfect blend of being universal enough for the masses and customized for the individual peculiarities of a mid-market full-service advertising agency of 35 people (i.e. us).

At the time of this review, there was no public API, which for us is a deal-breaker.

Responsiveness of support team & customization. I love logging time to my timesheet directly from the kanban board.

In addition, Customer rep has consistently delivered the human element of a technology/subscription delivery and made it feel like we were a priority at each at every turn.

What Ravetree has going for it is management of the project along with progress against budget.

The lack of stability and the appalling support.

Ease of use and ability to ramp other team members easily.

User friendliness and ability to pinpoint projects easily and time associated with each. I also like being able to transition ownership based on the stage of the project.

It also has a pretty intuitive user experience. The kanban board is a useful feature and I like being able to see how many billable and non-billable hours I'm logging each day.

My overall experience with Ravetree is that What I could say is that the software is highly recommended, it has so many useful features for businesses.

Sometimes, getting alerts can be difficult. If you miss an email, you may miss an update or a tag in Ravetree.

It's a mystery why that aspect of PM is so neglected by many other apps.

The comment section of RT is where I spend most of my time. I love the ability to comment and tag people directly in a conversation.

I have trouble finding tasks that I have marked complete. If i don't know the specific name it's hard to find them.

The ability to upload file versions within the same upload and select which version you'd like to view. This keeps project files/uploads organized and helps us to easier find and look at versions.

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

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

Ravetree is a cloud-based project management solution with integrated resource planning, customer relationship management and time and expense tracking capabilities. The solution helps users manage project workflows, task assignment and project status updates. 


Ravetree helps businesses to manage project budgets and resource distribution. Users can log their time spent on various tasks, which enables management to calculate the total time spent on a project and compare it with estimated time. Time logs can also be used to calculate billable and non-billable hours, as well as generate reports for performance reporting.


Ravetree enables resource planning through resource allocation tools. Users can monitor employee utilization on a daily basis. The solution also provides built-in customer relationship management (CRM) capabilities, client information storage and project history through a single user interface.


Ravetree is available on a per user per month subscription basis.



Commenting/Notes

Real-Time Analytics

Deadline Management

Milestone Tracking

Bar Chart

Project Workflow

Multi-board

Employee Management

Leave Tracking

Forecasting

Multi-Channel Marketing

Messaging

Surveys & Feedback

Electronic Payments

Status Tracking

Visual Workflow Management

Billable & Non-Billable Hours

Meeting Management

Billable Items Tracking

Employee Onboarding

Release Planning

Idea Management

Presentation Tools

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Proposal Generation

Activity Tracking

Vacation/Leave Tracking

Activity/News Feed

Timer

Online Time Tracking

Templates

Charting

Task Board View

Employee Directory

Real Time Monitoring

Task Scheduling

Financial Management

SSL Security

Real Time Editing

Change Management

Marketing Calendar

Order Management

Invoice Management

Portfolio Management

Project Planning/Scheduling

Timesheet Management

Project Management

Task Planning

Gantt/Timeline View

Projections

Product Roadmapping

Time Tracking by Client

Knowledge Management

Team Calendars

Communication Management

Brainstorming

Customer Database

Supports Agile

Resource Management

No-Code

Sick Leave Tracking

Calendar Management

Integrations Management

Customizable Fields

Assignment Management

Project Scheduling

Productivity Analysis

Scheduling

Data Import/Export

Dependency Tracking

Risk Management

Campaign Planning

Multiple Projects

Resource Allocation & Planning

Testing/QA Management

Monthly: $39/user/month

Quarterly: $34/user/month

Yearly: $29/user/month

Non-profits: $20/user/month

SmartVault vs Ravetree

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