SmartVault vs. TaxDome

The main difference between SmartVault and TaxDome lies in their focus areas. SmartVault is a cloud-based document management system emphasizing secure file sharing and eSignature capabilities. TaxDome is an all-in-one practice management software designed specifically for tax professionals.

Comparing SmartVault and TaxDome

Security User Interface and Ease of Use Customer Support Custom Branding Cost
SmartVault Robust, Encrypted, Compliant Simple, Efficient, Accessible Live chat, email, phone, forums Yes From $20.00 per month
TaxDome Encrypted, Compliant, Multi-layered Streamlined, Intuitive, User-friendly Live chat, email, social media, training center Yes From $50.00 per month
SmartVault vs. TaxDome

SmartVault and TaxDome: Evaluating Your Options

SmartVault vs. TaxDome

Collaboration Tools

SmartVault offer collaboration tools such as a secure client portal for document exchange and integrations with popular business applications. Industries that can significantly benefit from SmartVault include accounting, finance, retail and franchise, construction, and manufacturing, as these sectors can use its features to streamline document management, improve client services, and enhance operational efficiency.

TaxDome have collaboration tools that help in team management, communication, work distribution, and information sharing. It also integrates with popular software like QuickBooks Online and payment processors like Stripe and CPACharge and provides native mobile apps for on-the-go access.

Compliance Standards

SmartVault adheres to a variety of compliance standards. These include the Payment Card Industry (PCI) Data Security Standard (DSS), Health Insurance Portability and Accountability Act (HIPAA), Securities and Exchange Commission (SEC) 17A requirements, General Data Protection Regulation (GDPR), ISO/IEC 27001 certification for information security, Federal Trade Commission’s (FTC) Standards for Safeguarding Customer Information, and Financial Industry Regulatory Authority (FINRA) guidelines.

TaxDome also meets several compliance standards, including eIDAS for online document signing in EU member states, GDPR for data protection, SSAE-16 SOC 1 Type 2 for financial reporting procedures, Federal Information Processing Standards (FIPS), and security standards such as ISO 27001, PCI DSS Level 1, and HITRUST. However, it is not HIPAA compliant.

 

SmartVault vs. TaxDome
SmartVault vs. TaxDome

Integration with Existing Systems

SmartVault integrates with DocuSign, this integration enables users to securely sign and manage documents and agreements directly from SmartVault. Moreover, SmartVault can be integrated with QuickBooks to securely store and manage company files and documents. Other integrations include Emburse Nexonia, Hubdoc, Intuit ProSeries Tax, TaxWise, Microsoft Outlook, Salesforce, and Drake Tax.

TaxDome connects to over 2000 apps, such as cloud accounting solutions, sales and marketing tools, and more through Zapier. Specifically, TaxDome integrates with QuickBooks Online, Stripe for payment processing, Intuit ProSeries Tax, Gmail, Google Sheets, Microsoft Outlook, and Calendly.  Moreover, TaxDome also offers integrations with CPACharge for streamlined payment processing and ProConnect for easy document access and sharing.

Mobile Access and Apps Data Sovereignty

SmartVault provides mobile access through its iOS app, allowing users to manage and access their documents from anywhere. While specific details regarding data sovereignty aren’t readily provided, SmartVault emphasizes strict data security measures. They implement best-in-class security features and an Access Control Policy governing access to information systems.

Meanwhile, TaxDome provides mobile access through its native iOS and Android client mobile apps. These apps allow clients to connect to TaxDome and perform tasks like uploading and e-signing documents. In terms of data sovereignty, TaxDome encrypts all customer data at rest, including user email addresses, user passwords, and API keys. The Data Processing Amendment by TaxDome governs how they handle personal data under regulations like GDPR and CCPA.

SmartVault vs. TaxDome
SmartVault vs. TaxDome

Cost

SmartVault’s pricing starts at $20 per user per month, with different plans available, such as the Accounting Unlimited Plan, which costs $65 per user per month when billed annually.

TaxDome offers varied pricing depending on the subscription plan and duration, with primary subscriptions for a two-year duration at $700 per year, one year at $800, and a three-year plan at $600 per year for additional licenses. A Pro plan is also available at $50 per user per month, billed upfront with a three-year plan, and options for adding seasonal staff for $85 per user per month. A free trial of TaxDome is also provided.

Fill: Redefining Excellence Beyond SmartVault

Fill redefines excellence by offering a more comprehensive, flexible, and user-friendly solution than SmartVault.

eSignatures as Primary Service

Leverage Fill’s built-in eSignature capabilities for streamlined document signing.

Real-Time Document Logs and Audit Trail

Ensure document integrity with real-time logs, audit trails, and certificates of completion for every transaction.

 

Mobile Apps for iOS and Android

Access Fill’s services on any device with dedicated apps for both iOS and Android, enhancing your mobility and flexibility.

Over 1 million satisfied users.

With an average of 4.6 and 4.9-star ratings on Google Play and Apple App Stores, Fill is the best electronic signature platform for individuals and businesses. It’s an eSignature solution trusted by millions of users.

Sarah I. Manager Banking
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The software is very easy to use and fill out all required fields.
Candace P.Teacher
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The NEXT feature was helpful. The fonts were large and easy to read.
Troy T.Director of Operations Hope Center Emergency Shelter
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very easy 2 fill and complete seems to be a nice product despite this force review
Enrique J.Owner Real Estate
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Simple format easy to place information once figured out how to use spaces instead of tabs
Marie L.Owner Real Estate
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Product is simple and easy for an employee to use.
Small business
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The most helpful part is i can easily manage track and esign documents.
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