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Tabs3 vs SmartVault Comparison

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Overview

Category Leaders

Tabs3 Software is a legal management suite that helps law firms manage all operations related to finances, billing, and practice...

Category Leaders

SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal....

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from
$

32

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

20

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

121

33

4

2

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

5

4

3

2

1

71

21

5

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

Maintenance is awesome and worth every penny. Flexibility in use with other programs is absolutely flawless.

BH

Barry H.

For me, the billing and reporting functions are great. Customer support is accessible, knowledgeable and a big help.

AP

Andree P.

I have been using this software for over 15 years and I still love it. With every upgrade they have listened and thoughtfully made great upgrades.

TH

Teri H.

Pros

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.

Tammy W.

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.

BG

Brianna G.

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

SS

Stacey S.

Cons

You have to do a reverse update to open and print old charges which is annoying when that info is needed. I print the bill each month so that I have the record handy.

cm

cheryl m.

Somewhat uncomfortable with use for flat fees.

RA

Richard A.

It is very difficult to navigate and hard to learn if you are not trained well, and especially if you do not have significant bookkeeping experience.

AR

Anonymous Reviewer

Cons

Terrible customer service - no response during implementation.

JK

Julie K.

As a firm with over 2,500 individual clients, the shear volume of upload notifications is impossible to navigate - to the point where it's utterly useless.

TF

Timothy F.

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

ys

yayoi s.

  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last review24 days ago

Key features

  • Total features53
  • API
  • Access Controls/Permissions
  • Accounting
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Authentication
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Conflict Management
  • Content Management
  • Contract/License Management
  • Cross Ledger Posting
  • Customer Statements
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Security
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • File Transfer
  • For Family Law
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Mobile Access
  • Optical Character Recognition
  • Progress Tracking
  • Real Time Notifications
  • Real-time Updates
  • Receipt Management
  • Role-Based Permissions
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Tax Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Configuration
  • Workflow Management
  • Total features52
  • API
  • Access Controls/Permissions
  • Accounting
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Authentication
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Conflict Management
  • Content Management
  • Contract/License Management
  • Cross Ledger Posting
  • Customer Statements
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Security
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • File Transfer
  • For Family Law
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Mobile Access
  • Optical Character Recognition
  • Progress Tracking
  • Real Time Notifications
  • Real-time Updates
  • Receipt Management
  • Role-Based Permissions
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Tax Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations6
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Smith.ai Chat
  • Xero
  • Zapier
  • Total integrations14
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Smith.ai Chat
  • Xero
  • Zapier