M-Files vs SmartVault

Dropbox Business

Microsoft SharePoint

TaxDome

MasterControl Quality Excellence

Progress ShareFile

Compare M-Files and SmartVault based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

SharePoint is a collaboration & content management platform which can be used to build portals, collaboration sites, & also content management sites

Box is a content cloud and AI-enabled platform that enables businesses to securely manage, collaborate on, and automate workflows for their content. It offers end-to-end data protection, seamless collaboration both internally and externally, and AI-powered features to extract insights from unstructured data and streamline critical business processes.

MasterControl is a quality management software (QMS) solution widely used in the life sciences industry, supporting compliance and efficiency for companies of all sizes. The platform provides integrated tools for managing audits, training, documents, and quality events, enhanced by data analytics and artificial intelligence (AI) capabilities. It is designed to help organizations streamline decision-making, accelerate product development, and maintain regulatory compliance.

M-Files is a mobile-based and context-first document management system that uses metadata-driven architecture, workflow automation, and AI to improve visibility, compliance, and efficiency.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Archiving & Retention

Audit Management

Audit Trail

Authentication

Business Process Automation

Buy Side (Suppliers)

CMS Integration

Collaboration Tools

Completion Tracking

Compliance Management

Compliance Tracking

Configurable Workflow

Content Management

Content Publishing Options

Contract Drafting

Contract/License Management

Customizable Templates

Data Import/Export

Data Security

Data Visualization

Digital Asset Management

Digital Signature

Document Automation

Document Capture

Document Classification

Document Generation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Electronic Signature

Encryption

File Conversion

File Management

File Recovery

File Sharing

File Transfer

Filtering

For Legal Professionals

Full Text Search

Information Governance

Metadata Management

Mobile Access

Offline Access

Optical Character Recognition

Policy Management

Pre-built Templates

Process/Workflow Automation

Q&A Management

Real Time Synchronization

Regulatory Intelligence Feeds

Regulatory Reporting

Reminders

Renewal Management

Reporting & Statistics

Reporting/Analytics

Rights Management

Risk Management

Search/Filter

Secure Data Storage

Sell Side (Customers)

Single Sign On

Task Management

Team Collaboration

Templates

Third-Party Integrations

Version Control

Workflow Configuration

Workflow Management

M-Files

Android

Web-based

Windows

iPad

iPhone

Associate Executive Director

I liked M-Files because of the ability to organize company files in a secure location. I used M-Files to fully store my Tax program in my previous position, and loved everything about it.

Account Manager

The setup for workflows is amazing and easy to do. It uses a graphical interface that is fun to experiment with but at the same time powerful and highly customizable.

Support Manager

It will be the best money you spend and will save you the cost is saved searching in weeks.

Our ability to integrated it seamlessly with our Matter Management products has made it especially easy to use.

Senior Software Development Engineer

Moreover, it also enables me to edit and format my documents according to my wish and desire and also helps me in managing dozens of documents with full ease.

Recruitment Executive

Perfectly developed product with so many useful features.

Web Developer

An Impressive and Intuitive Document Management Solution - M-Files.

Civil Engineer

It creates synchronization problems in places where the internet connection is not reliable and there may be version problems.

Senior Data Engineer

Overall, my experience with M-Files software has been good.

Engineer

What I dislike about the M-Files is User interface quite diffuclt to get used. They need to impove as well.

Joint md

Overall good, worth taking the time to fully define before implementing, technical support good but sales support can be slow to respond.

And extremely promt and helpful customer support.

R&D Engineer

Also you does not find files sometimes because you need to put keywords but you may forgotten.

This solution suits every type of organization whatever their size and resources will be.

Director

M-Files provides anew normal: Staff can securely access the correct information instantly from anywhere. This is a total paradigm shift for any company and the time and cost savings are incredible.

Sales Manager

We solved the archiving and documents sorting problem, but for the price tag  we had to give up using it.

Senior Systems Engineer 

User can tag favorite files and search based on multiple file attributes or tags. Server setup (Window 2012 or higher) is straightforward with the option of M-Files database or Microsoft SQL server.

Systems Analyst

After multiple meetings, we decided on M-Files as it provided the easiest integration into our current system, and increased our security control for all documents within our company.

M-Files screenshot: M-Files' search function excels in context-aware search

M-Files screenshot: M-Files profile setup and access across mobile and desktop platforms

M-Files screenshot: M-Files permissions capabilities, including automatic permissions 

M-Files screenshot: M-Files Process Maps offers visual process documentation

M-Files screenshot: M-Files pin items, view metadata, preview content, and organize pinned items

Large Enterprises

Mid Size Business

Non Profit

Small Business

Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

Client Portal

Customizable Branding

Customizable Dashboard

Customizable Forms

Document Check-In/Out

Email Management

Forms Management

Progress Tracking

Real-Time Data

Real-Time Notifications

Role-Based Permissions

Self Service Portal

Template Management

Two-Factor Authentication

SmartVault

Linux

Digital asset manager

I liked that it's easy to use, has good organizational structure, and is low-maintenance. Additionally, the user interface is unobtrusive, fairly straightforward, and easy on the eyes.

Accountat

However, when it's a miss, its a dangerous miss. We had an issue where we couldn't access a clients file.

Bookkeeper

I love being able to access my documents from any computer, anywhere, anytime. I feel like care about me as a consumer and try and be as helpful as possible.

Office Manager

SmartVault is a great product. We have total confidence that when we print a document from our accounting software into SmartVault that it will be there.

Owner

My experience has been great. Set up went good and it was pretty easy to use.

Total confidence is a good feeling when dealing with important information.

Executive Assistant

This platform helps to take some of the hassle out of tax season. I like that it integrates with DocuSign and has a pretty easy to use interface.

Audit Apprentice

I generally find it effective for storing and sharing sensitive documents securely and appreciate its user friendly interface.

Provides an excellent, secure means to share tax preparation documents between our firm and our clients.

Terrible customer service - no response during implementation.

Customer support is always easy to speak with and the software is a great fit for our company.

There's also good integration with scanners. The connected desktop app is great to use.

I love SmartVault for the unlimited storage capacity and ease of use.

Associate Accountant

Our firm loves this software. It has made our business work more efficiently and therefore generated more money since we've purchased the software.

I switched to SmartValut because tax return copies automatically goes to SmartValut folders. It goes to wrong folders.

It user friendly and customer support is very quick.

Administrator

You have to download them, edit them, and then reupload them, which makes things difficult when both us and the client need to update something.

This company prices its service like they are the cream of the crop, but in reality they are the bottom of the barrel.

M-Files vs SmartVault Comparison (2026)

M-Files

SmartVault

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives