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Compare SmartVault and TaxDome 
Featured Products
At a Glance
Market Segments
Small-Business (80.4% of reviews)
Small-Business (99.9% of reviews)
Entry-Level Pricing
No pricing available
$58.00 Per Month
SmartVault
Star Rating
(102)4.3 out of 5
Market Segments
Small-Business (80.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about SmartVaultTaxDome
Star Rating
(692)4.7 out of 5
Market Segments
Small-Business (99.9% of reviews)
Pros & Cons
Entry-Level Pricing
$58.00 Per Month
Learn more about TaxDomeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that TaxDome excels in providing a comprehensive platform for managing client communications, billing, and workflows all in one place. Users appreciate the ability to sign documents and easily access files, which enhances overall efficiency in their daily operations.
- Users say SmartVault shines in its seamless integration with popular accounting software like QuickBooks and ProConnect. Reviewers highlight how it pairs well with Lacerte, making it easy for tax clients to upload and download their data and tax returns.
- According to verified reviews, TaxDome has a higher overall satisfaction score, indicating that users feel more positively about their experience with the platform. This is reflected in its robust feature set and user-friendly interface, which many find beneficial for their firms.
- Reviewers mention that SmartVault is particularly easy to set up and access via its web portal, making it convenient for users to upload and download documents. This ease of use is a significant advantage for small businesses looking for straightforward solutions.
- G2 reviewers highlight that TaxDome's quality of support is notably high, with users feeling that the platform has been a good partner in their business operations. This level of support can be crucial for firms that require reliable assistance as they navigate their software needs.
- Users report that while SmartVault has a solid performance in ease of use, TaxDome's broader feature set and higher ratings in areas like product direction and support quality make it a more appealing choice for firms looking for a long-term solution.
Pricing
Entry-Level Pricing
SmartVault
No pricing availableTaxDome
TaxDome Essentials
$58.00
Per Month
- Native PDF Editor
- Firm and client mobile apps
- White-labeled website and client portal
Free Trial
SmartVault
No trial information availableTaxDome
Free Trial is available
Ratings
Meets Requirements
8.8
55
9.0
573
Ease of Use
8.7
59
8.3
584
Ease of Setup
8.3
30
7.5
395
Ease of Admin
8.5
27
8.4
328
Quality of Support
8.4
60
9.0
545
Has the product been a good partner in doing business?
8.5
26
9.0
315
Product Direction (% positive)
8.3
48
9.2
548
Features by Category
File Management
8.6
38
Not enough data
8.8
40
Not enough data
9.0
40
Not enough data
8.8
37
Not enough data
8.2
27
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
8.3
37
Not enough data
8.7
40
Not enough data
7.3
29
Not enough data
7.7
28
Not enough data
Administration
8.4
34
Not enough data
8.3
34
Not enough data
8.8
27
Not enough data
9.1
27
Not enough data
8.8
26
Not enough data
9.3
39
Not enough data
Platform
8.8
20
Not enough data
8.5
16
Not enough data
8.7
15
Not enough data
8.8
11
Not enough data
Document Creation
Not enough data
8.7
47
Not enough data
8.4
48
Not enough data
8.0
47
Not enough data
7.7
45
Not enough data
7.4
45
Not enough data
8.4
45
Workflow
Not enough data
8.3
45
Not enough data
8.4
44
Not enough data
8.7
46
Analytics
Not enough data
7.8
42
Not enough data
7.8
43
Not enough data
7.4
43
Administration and Platform
Not enough data
8.6
44
Not enough data
8.6
44
Not enough data
8.5
45
Not enough data
8.8
46
Not enough data
7.5
42
Not enough data
7.8
42
Generative AI
Not enough data
6.7
37
Setup
Not enough data
8.2
85
Not enough data
8.2
83
Not enough data
8.0
81
Not enough data
8.6
79
Management
Not enough data
8.1
79
Not enough data
7.9
77
Not enough data
7.4
75
Generative AI
Not enough data
6.8
70
Agentic AI - Workflow Management
Not enough data
6.4
26
Not enough data
6.3
26
Not enough data
6.3
25
Not enough data
6.1
25
Not enough data
6.1
24
Not enough data
6.3
24
Not enough data
6.1
24
Platform Additional Functionality
Not enough data
9.1
394
Not enough data
8.8
397
Not enough data
8.2
362
Not enough data
9.3
415
Platform Content
Not enough data
8.7
393
Platform Data
Not enough data
8.7
402
Agentic AI - Tax Practice Management
Not enough data
6.9
32
Not enough data
7.1
33
Not enough data
6.5
32
Not enough data
6.6
32
Not enough data
6.5
32
Content
Not enough data
8.2
92
Not enough data
7.6
90
Not enough data
9.2
92
Not enough data
9.3
91
Not enough data
8.2
89
Collaboration
Not enough data
8.3
94
Not enough data
8.8
91
Not enough data
8.6
91
Not enough data
7.8
89
Not enough data
8.0
88
Not enough data
8.8
93
Communication
Not enough data
9.1
243
Not enough data
8.8
238
Not enough data
8.8
231
Collaboration
Not enough data
8.7
229
Not enough data
8.7
232
Not enough data
8.2
215
Billing
Not enough data
8.0
219
Not enough data
8.0
217
Not enough data
7.8
214
Onboarding
Not enough data
8.4
236
Not enough data
8.4
229
Not enough data
8.6
238
Visibility
Not enough data
8.6
225
Not enough data
7.9
209
Not enough data
8.9
236
Not enough data
8.5
218
Not enough data
8.9
226
Not enough data
8.1
226
Agentic AI - Accounting Practice Management
Not enough data
6.4
19
Not enough data
6.1
19
Not enough data
6.2
18
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
SmartVault and TaxDome are categorized as Client Portal
Unique Categories
SmartVault is categorized as Document Management and Cloud Content Collaboration
TaxDome is categorized as Tax Practice Management, Accounting Practice Management, Workflow Management, and Proposal
Reviews
Reviewers' Company Size
SmartVault
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
TaxDome
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
53.6%
Financial Services
7.2%
Information Technology and Services
5.2%
Marketing and Advertising
4.1%
Public Safety
2.1%
Other
27.8%
Accounting
94.9%
Financial Services
2.9%
Consulting
0.6%
Management Consulting
0.4%
Publishing
0.3%
Other
0.9%
Discussions
What is the most practical way to use this app?
1 Comment
HG
yesRead more
Is Smart Vault safe?
1 Comment
LP
Yes. Totally, I recommend it because my experience has been quite satisfactory.Read more
SmartVault has no more discussions with answers
Does TaxDome integrate with Drake?
3 Comments
JW
Yes, TaxDome integrates with Drake. Prep common tax forms including 8821 and 2848 from Drake and upload them directly into TaxDome client folders for...Read more
How do you use Taxdome?
2 Comments
EM
I use it as a CRM, invoice processing tool, and KBA compliant signature retrieval tool for my tax, accounting, and representation business. Read more
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