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.
It is the most appropriate tool to quickly share documents with someone you don't want to give access to your company's own online library, yet you have to share files. It's great that there's no need to create a user, nor for uploading or downloading files. Just have in mind that the documents on the link have an expiration day!
As noted previously, sometimes it can take more than once to upload and share a file if you are using Chrome. It doesn't happen often but of course it always seems to when we are on a really tight deadline. It just takes patient in those cases
WeTransfer is extremely reliable 99% of the time. There has been twice in 4 years that their service was unavailable due to server outage for several hours.
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.
I've only reached out to WeTransfer support once, but they were prompt, courteous, and answered my question. I assume that future interactions would be the same, I'm looking forward to being a long term customer.
Dropbox is too complex and unreliable to use. I have had many headaches with files not downloading properly, going missing or not opening. I have to spend a lot of time to figure out what I need to do. And just as you think you have everything under control, you set up a nice work environment with organized folders, you realize your storage space is up anyway! Since I've discovered WeTransfer, I never went back to Dropbox.