Folderit vs SmartVault
Folderit
folderit.comSmartVault
smartvault.comSide by side
| Figure | Folderit | SmartVault |
|---|---|---|
| Price from | $48.42/mo | $85/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 7 | 4 |
| Spec score · Legal Document Management Software | 8.4 (#5) | 7.8 (#13) |
| Founded | 2014 | 2008 |
| Headquarters | Tallinn, Estonia | SmartVault lists Houston, USA, and Cambridge, UK, as its locations. |
| Integrations | Built-in integrations include Microsoft 365, Outlook, and DocuSign, while the site also describes SSO with Microsoft Entra ID, Okta, and Google. | Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign. |
| Product | Folderit is a document management system for organizing and finding documents, collecting information with forms, and automating approvals and e-signatures. | SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents. |
| Security | Folderit describes 256-bit encrypted storage, encrypted connections, two-factor authentication, IP restrictions, audit trails, and geographically separated backups. | 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. |
| Support | Priority support is included among the Tailor plan features. | The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal. |
Plans
Folderit
- Mini$65 a month
- Medium$110 a month
- Tailor$133 a month
- Mini$581 a year
- Medium$1,165 a year
- Tailor$1,374 a year
- EnterprisePriced on request
SmartVault
- SmartRequestAI bundle$12.50, paid once
- Accounting Pro$85 a month
- Business Pro$85 a month
- Accounting Unlimited$110 a month
In their own words
Folderit
Folderit is a document management system for organizing, searching, and processing business documents. OCR full-text search can find text in scans and images, while custom metadata, filters, and links between related files help organize records. Forms collect information, and visual workflows can combine approvals, reviews, acknowledgements, e-signatures, form completion, and scoring. Access controls range from preview-only or upload-only permissions to editing and custom granular settings. Built-in integrations include Microsoft 365, Outlook, and DocuSign; single sign-on is described for Microsoft Entra ID, Okta, and Google. Security measures include encrypted storage and connections, two-factor authentication, IP restrictions, audit trails, and geographically separated backups. Folderit offers standard cloud, single-tenant cloud, and on-premises deployments. There is no mobile app, though the system is mobile-responsive; Folderit Sync is a desktop app for syncing files across PCs for online and offline access. Mini costs $65 a month, billed monthly, plus VAT, for 5 users and 150 GB storage; Medium is $110 a month, billed monthly, plus VAT, for 10 users and 500 GB. Tailor costs $133 a month, billed monthly, plus VAT, with adjustable user and storage amounts. A 14-day trial is available; there is no free plan.
SmartVault
SmartVault has no write-up on Specifiction yet; its figures are above.