SmartVault vs. SOHODOX

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

Sohodox is a beneficial paperless office software product that is quick to install, cost-effective, and easy to operate; it works very well with any TWAIN compatible scanner. It is a perfect solution for small business document management that features all tools which are needed to manage electronic and paper documents more efficiently. It lets you scan, index, organize, store, search and manage documents.

• Easy navigation
• Email notifications
• Document previews

• Supports all document types as well as versioning.
• Integrated across all computer and mobile device operating systems for complete access to data.
• Complex indexing that allows for advanced and fast searching.
• Easy to use interface that is not challenging for the average 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

• 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

• Not a truly scalable software package, best fit for single or smaller organizations up to 15 users.
• Does not force structure and is less document management and more document storage / organization.
• Pricing is not cheap but is relative to what you receive, online document storage and advanced access across devices.

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

It's easy to operate.

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

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

Well, it a good product at an affordable price, which makes it suitable for me to chose Sohodox.

• 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

• Very scalable, but only to a certain level (1-15 users or so max).
• Interface and usability are user-friendly, without sacrificing features and power.
• Advanced tagging and searching allows users to save documents and organize them "their way" without forcing specific workflows.

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