Document 365 vs. PinPoint Document Management Software (DMS) vs. SmartVault

One of the things that I have noticed the most is that it saves a lot of time when working with documents of different formats that need to be converted to PDF. Scanning documents is also one of the best features of this app. Being able to have the history of modifications, and changes in the documents is very important for any sector, as well as the signing of documents online. The issue of authentication every time you need to use it can sometimes cause inconvenience, but then you forget when you have a robust and comfortable tool to work with. I do not recommend this application if the company has different versions of operating systems. It is not the most recommended application.

Incentivized

Pinpoint is great if you have a lot of documents that need to be organized in a specific way. It works really well for our organization which has to go through an annual audit. Anything the auditors might need can be easily found and emailed to them with only a few clicks of the mouse rather than digging through file cabinets and storage boxes

Incentivized

SmartVault sends out a cover letter with the tax returns that includes a link for them to download their tax returns, avoiding the insecurity of an email attachment. It does not include a statement retrieval feature but does work very nicely with a third-party app called FileThis. The majority of the users in the office have not been able to install the Outlook plug-in due to "a certificate error." In five years, SmartVault has not addressed this issue.

Incentivized

• Scanning ability.
• Easy to use
• Work with PDF files

Incentivized

• Workflows
• Document searching
• customization

Incentivized

• Easy navigation
• Email notifications
• Document previews

• Sign in every time you need to use
• NOT support other formats, only PDFs.
• Different features between Windows and MAC for the same app

Incentivized

• I would like to see more functionality with the contact manager system
• We still haven't been able to master the automatic filing feature
• It is difficult to make changes to the setup after you have been using it a while, kind of stuck with the way you organize things.

Incentivized

• They have cut back on support as have many SaaS companies recently.
• The documentation can sometimes be a little difficult to follow.

Incentivized

It does take some time to learn about all of the features and systems within Pinpoint. It is also slightly difficult to set up, however, we have invested a lot of time into making it work for our organization and we don't regret that investment at all. The Pinpoint staff has always been very helpful and accommodating to anything we need.

Incentivized

The support team with Pinpoint is wonderful. I have always had all of my questions answered in a very timely manner by someone who knows my system and understands our goals. I always feel listened to and our problems are taken care of. I enjoy the option to email for assistance or jump on a quick conference call to talk about an issue

Incentivized

Reaching someone is more difficult than it should be. Also, they don't take possession of known issues always suggesting it is a local PC issue in initial conversations. That, of course, can be frustrating for the end-user.

Incentivized

Basically the recommendation of Document 365 is based on the price-performance ratio against NITRO and Adobe (Really expensive)Ease of use was not decisive in the evaluation.The ease of scanning against NITRO and Adobe is more or less the same.The determining feature of Document 365 is the ease of converting documents to PDF

Incentivized

Sales team was responsive, price was good, functionality was acceptable

• Save time when working with documents
• The log in the documents permit more security before sending documents to a customer
• Cost of the tool is really inexpensive for the productivity that the tool cause in the companies.

Incentivized

• Saves time
• Saves money
• Increased audit performance

Incentivized

• has made sharing documents with large numbers of clients easier
• has forced us into using their service, or spending time to find a better alternative, in my experience.
• Speaking personally the product has cost us several thousand dollars over predicted budget costs for a 3-year projection