PinPoint Document Management Software (DMS) vs. SmartVault

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

• Workflows
• Document searching
• customization

Incentivized

• Easy navigation
• Email notifications
• Document previews

• 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

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

• 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