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(updated 1/2025)
Copilot vs. SmartVault
When you need more than just basic file-sharing, Copilot delivers a smoother experience, deeper functionality, and better support. SmartVault might cover the basics of securely storing and sharing files, but Copilot’s all-in-one platform, modern design, and extensive integrations make it a more comprehensive solution for modern accounting and professional service firms.
- Copilot delivers a more seamless user experience
- Copilot’s file-sharing platform is more comprehensive
- Copilot goes beyond file-sharing with an all-in-one business platform
- Copilot is more customer friendly
Copilot
4.8
Overall G2 score
SmartVault
4.3
Overall G2 score
What do customer say on G2?
Accounting, real estate, financial services, marketing, and consulting firms choose Copilot over SmartVault for its modern user experience and features that go much beyond file-sharing.
Meets Requirements
Ease of Use
Ease of Setup
Ease of Admin
Quality of Support
User Experience
Copilot delivers a more seamless user experience
Copilot and SmartVault both offer extensive features, but Copilot’s modern, intuitive design translates to higher satisfaction—especially for end clients. You can fully customize your portal while keeping the interface clean and simple. With a minimal learning curve, new users and clients can get up to speed in minutes, avoiding the complex setup and cluttered design that many SmartVault users complain about on G2.
|  | |||
|---|---|---|---|---|
Customizable portal | | | ||
User interface | | | Modern intuitive design | Outdated cluttered design |
Learning curve | | | Minimal; designed for non-technical users | Steep; requires navigating complex configurations |
Onboarding time | | | Minutes | Hours/Days |
Mobile-friendliness | | | All flows are mobile optimized | Some flow are mobile optimized |
End client satisfaction | | | Very high | Many complaints on G2 |
File-sharing
Copilot’s file-sharing platform is more comprehensive
Both platforms deliver mature file-sharing essentials like secure storage, client portals, and folder templates. However, Copilot raises the bar with file and folder automations, Google Docs integration, and a smoother mobile experience. This means you can streamline document requests, automate routine tasks, and seamlessly collaborate with clients and team members — no extra complexity required.
| | |||
|---|---|---|---|---|
Secure cloud-based storage | | | ||
Secure client portal | | | ||
Folder templates | | | ||
Document requests | | | ||
Accounting integrations | | | ||
File & folder automations | | | ||
Google docs integration | | | ||
Mobile-friendliness | | | All flows are mobile optimized | Some flow are mobile optimized |
Capabilities
Copilot goes beyond file-sharing with an all-in-one business platform
While both solutions cover file-sharing, proposals, and contracts, Copilot is built to become the central hub of your business. You can enable additional features as you scale and seamlessly connect other products in your tech stack. Copilot supports holistic automation and streamlined onboarding — helping you work smarter, not harder.
| | |||
|---|---|---|---|---|
Secure File-sharing | | | ||
Proposals and contracts | | | ||
Full CRM | | | ||
Intake forms | | | ||
Messaging and team inbox | | | ||
Task and project management | | | ||
Invoices, subscriptions, pay links | | | ||
Embeds & links | | | ||
App Visibility — Control which clients can see each app | | | ||
Client Access — Control which team members can access each client | | |
Support & Success
Copilot is more customer friendly
Both companies provide elevated support for larger customers. Copilot, however, offers a full-access trial for hands-on exploration, a thriving community, and transparent pricing without hidden fees. You won’t face unexpected costs for onboarding or data migration, letting you invest your time and resources where they matter most — growing your business.
| | |||
|---|---|---|---|---|
Elevated support — Priority support & dedicated success manager | | | ||
Self-serve — Start a full-access trial to explore features on your own | | | ||
Community — Connect with other businesses and share insights | | | ||
Simple pricing — No add-on fees for essentials like onboarding or data migrations | | |
Your team and clients deserve better than SmartVault
