MyDocSafe vs SmartVault
MyDocSafe
mydocsafe.comSmartVault
smartvault.comSide by side
| Figure | MyDocSafe | SmartVault |
|---|---|---|
| Price from | $25/mo | $85/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 4 | 4 |
| Spec score · Client Portal Software | 8.0 (#8) | 7.8 (#11) |
| Encryption | Files are encrypted with AES-256 after upload, and data transfers use 256-bit SSL/TLS encryption. | The security page says data is encrypted in transit and at rest using AES-256 and that multi-factor authentication is enforced platform-wide. |
| Integrations | Listed integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive. | Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign. |
| Intended users | The company lists accounting and tax firms, independent financial advisers, law firms, education, HR, local authorities, medical, payroll, real estate and tax advisers among its industries. | SmartVault describes its plans and product as designed for accounting and tax firms, while also listing financial services, legal practices, and healthcare providers as industries served. |
| Support | The site provides an application overview, knowledge database and technical support resources. | The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal. |
Plans
MyDocSafe
- Business Pro$25 a month
- Accounting Pro$36 a month
- Deal Pro$63 a month
- 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
MyDocSafe
MyDocSafe combines client portals, electronic signatures and workflow automation for businesses and individuals. Its onboarding workflow gathers proposals, forms and document requests, then adds reminders, internal workflows, secure messaging and file sharing. Branded portals provide secure document exchange. Signature tools include password protection, SMS verification, bulk sending, mail merge and multi-party workflows. Integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive, while an API supports custom connections. Files use AES-256 encryption after upload and 256-bit SSL/TLS during transfer; MyDocSafe says it is ISO 27001 certified and offers UK, EU (Ireland) or US storage on AWS infrastructure. Business Pro costs $25 a month billed annually, Accounting Pro $36 a month billed annually, and Deal Pro $63 a month billed annually. A free plan and 30-day no-card trial are available. Enterprise pricing is custom.
SmartVault
SmartVault has no write-up on Specifiction yet; its figures are above.