Onehub vs. SmartVault

Onehub data rooms can be used to privately share sensitive financial data with multiple parties or just one. Onehub is easy to use and secure which puts our clients at ease when uploading and transferring financial data.

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

• Able to customize the pages where you keep files and documents, helping to keep organized.
• Uploading files is an easy process.
• Has reliable security for keeping documents safe. Uses a 2-factor authentication process.

Incentivized

• Easy navigation
• Email notifications
• Document previews

• Design
• Sharing Portal

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

Incentivized

Our clients and staff enjoy the security level when sending sensitive financial data back and forth.

Incentivized

Again we love the tool

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

Onehub has the better security, but Evernote is more user friendly and more compatible with other programs the department uses. Onehub is good for sending documents to externals/clients and then having the document reviewed, but like the flow of other programs better. Onehub is more user friendly than OneNote and has the ability to collaborate with members outside of the department. OneNote is used more for internal collaboration where security is not as big of an issue, Onehub is better for shared outside of the department.

Incentivized

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

• Assuring clients of record keeping
• Client interest

• 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