Interfolio Dossier vs. SmartVault

This product has always performed excellently since our documents are secure. It enhances electronic signature to ensure there are no cases of forging documents that are shared across the entire enterprise. It tracks all documents to ensure that they land at the right destination and no cyberattacks. It easily integrates with email to enhance reliable communication and provide notifications to our clients during marketing campaigns.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Easy navigation
• Email notifications
• Document previews

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have not worked with a similar document management platform. My experience with Dossier has been great and all our document-based programs have been achieved. It has the audition capability that has helped us to monitor the management processes of all documents. It arranges all files following the right protocol to enhance faster access and save time for accessing workloads. The customer team is always ready to offer any assistance when contacted.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

• 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