Alternative to SmartVault

Choosing your Cloud File Sharing solution

Client Hub versus SmartVault (or both)

Have you ever seen a comparison page where the “other option” is realistically compared to the company writing the page? Neither have we.

But, instead of trying to turn this into a sales page, we want to turn these into useful comparisons that highlight the key differences between the options and let you make an informed decision on what is right for your firm.


When should you choose Client Hub, and when SmartVault (or use both)

While we compare pricing and features below, what makes Client Hub special is our end-to-end experience, which has 3 key aspects:

  1. “Instantly Obvious”: Our workspace concept is so simple that clients use our platform without any learning curve
  2. Modern Metaphors: Each and every feature is lightweight and modern, e.g. communication similar to text messaging
  3. Client-Centric: Everything is organized by client, fitting the natural mental model of accounting professionals

Client Hub

If you want a modern all-in-one platform for client interaction that includes cloud file management and file sharing

Client Hub + SmartVault

If you have deep cloud file management needs (or already have your files managed in SmartVault) and you want a complete client portal to go with that

SmartVault Only

If your primary client portal need is only to manage and share files

Pricing Comparison

Client Hub
Tax Prep
Accounting Pro
Plans start at $35/month $30/month $40/month
Storage limit None 250 GB 500 GB
Client users Unlimited Unlimited Unlimited
Chat / Email / Phone support Included Included Included

Comparison of Key Features

Client Hub
Tax Prep
Accounting Pro
Mobile App
End-to-end Experience      
“Instantly Obvious”    
Modern Metaphors    
Client Workspaces      
File Sharing
Client Tasks    
Client Apps/Resources    
Your Branding
File Management      
Create Folders
File Uploading
Online Preview
Windows/Mac Sync  
Outlook/Gmail Plugins  
Collaborative Documents      
Office 365 Co-Editing (Easily link docs in Google/Office 365)
Request eSignature (Easily link to Docusign etc.)
Client Communication      
Messaging with Clients    
Email Notifications    
Manage Client Tasks       
Assign Tasks to Clients    
View Outstanding Tasks across Clients    
Internal Tasks      
One-off and recurring jobs      
Assign and track by staff      
Task checklists for jobs      
Dashboard of open jobs      

Note: Comparison is current as of April 2020