Vasion vs. SmartVault

We transformed a paper-intensive operation, child support enforcement, to an almost completely electronic environment. Our child support case managers can now easily find all case file documentation (no longer searching through the file room or on someone's desk) and have access to these files from any secure location, including the court room where we need these documents during the hearings.

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

• Easy to add content in a user friendly manner.
• Provides significant control over of the notification and workflow process.
• Enables document access from just about anywhere.
• Integrates with a significant number of modern systems.

• Easy navigation
• Email notifications
• Document previews

• MaxxVault has several products that can and do all work together, but it can be tough to articulate the various product names.

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

Incentivized

An easy to use software not just for admins but for users too. Along with the support they provide.

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

We are currently using both programs. But it would be better if they were to sync together.

Incentivized

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

• We scaled down our file room size and cut our leasing costs.
• We transformed several processes from iterative physical hand-offs to being completely done within MaxxVault workflow. The turnaround for a few of these processes went from days to minutes.

• 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