Alternatives
SmartVault alternative when you need clients to send files
SmartVault is built for secure document storage and Intuit ecosystem sync - a vault-first model that assumes files already exist and need a safe home.
Infile is request-first: your firm defines what is needed, clients upload through a branded checklist, and reminders run until the package is complete.
Many firms use SmartVault for archival storage while adopting Infile for the outbound chase - especially during tax season when the problem is missing files, not storage capacity.
Why teams switch from SmartVault to Infile
Outbound request workflows
Stop waiting for clients to guess what to upload. Send explicit checklists with due dates and required fields.
Automated client reminders
Escalating email reminders until completion - without staff copying reminder templates manually.
Faster solo-firm adoption
Live in minutes with templates - no vault taxonomy project before sending your first organizer.
Flat pricing for growing rosters
Unlimited clients from $29/mo - no per-user vault licensing as your client count grows.
Feature comparison: Infile vs SmartVault
Infile wins for outbound document chasing and client reminder automation. SmartVault wins for long-term vault storage and Intuit ecosystem document sync.
Document vault vs. document requests
Vaults excel at storing and syncing completed files. They are weaker at changing client behavior - getting the right document, in the right format, by the deadline.
Infile optimizes the client submission experience and gives partners a real-time view of outstanding items.
Using Infile with SmartVault
Collect through Infile, export the completed package, and archive in SmartVault for long-term storage and Intuit sync - best of both workflows.
- Send checklist link from Infile
- Client uploads until package complete
- Staff reviews and approves in Infile
- Export to SmartVault for retention and sync
Frequently asked questions
Answers to common questions about this topic.