Redwood Reporting : Report2Web vs. SmartVault

The tool is very powerful for obtaining and scheduling reports; however, I believe that if the cost were lower, more companies could obtain it

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

• [It] has [a] default report.
• [It] has a section where you can create reports by making queries in SQL.
• It has a Dashboard window where you can schedule reports in real time of the executions of the jobs or chains.

Incentivized

• Easy navigation
• Email notifications
• Document previews

• It has a positive impact for the different managements since they can obtain their reports on a daily basis and in case any job fails on a recurring basis they can make decisions.

Incentivized

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

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

• The Redwood system by itself is a very good tool that can pay off the investment in a very short time.
• It has a positive impact for the different managements since they can obtain their reports on a daily basis and in case any job fails on a recurring basis they can make decisions.

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