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SPECIFICTION
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FileInvite vs SmartVault

FileInvite

fileinvite.com

SmartVault

smartvault.com

Side by side

FigureFileInviteSmartVault
Price from$825/mo$85/mo
Free plan——
Free trial—Yes
Open source——
WebYesYes
Windows—Yes
macOS—Yes
iOSYesYes
AndroidYesYes
APIYesYes
Plans published34
Spec score · Client Portal Software8.1 (#7)7.8 (#11)
Founded20152008
HeadquartersAuckland, New ZealandSmartVault lists Houston, USA, and Cambridge, UK, as its locations.
IntegrationsThe site lists SharePoint, OneDrive, Box, and Google Drive for storage, Salesforce and HubSpot for connected workflows, and an API for custom integrations.Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign.
SecurityFileInvite states that it is SOC 2 Type II compliant and uses 256-bit encryption for data in transit and at rest.SmartVault says it is SOC 2 Type 2 compliant and holds ISO 27001 and ISO 22301 certifications; it also describes IRS Publication 4557 and FTC Safeguards Rule support.

Plans

FileInvite

  • Standard Plans$9,900 a year
  • Standard plans$9,900 a year
  • Enterprise plansPriced on request

FileInvite pricing →

SmartVault

  • SmartRequestAI bundle$12.50, paid once
  • Accounting Pro$85 a month
  • Business Pro$85 a month
  • Accounting Unlimited$110 a month

SmartVault pricing →

In their own words

FileInvite

FileInvite has no write-up on Specifiction yet; its figures are above.

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SmartVault

SmartVault has no write-up on Specifiction yet; its figures are above.

Visit smartvault.com