# Compare SmartVault vs M-Files 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare SmartVault and M-Files based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/82811-122215/SmartVault-vs-M-Files

---

# SmartVault vs M-Files Features and Cost Comparison

Last updated April 17th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

SmartVaultM-Files2/4 selected

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.3 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.4 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

[## SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.3 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

Starting Price

$70.00/month

Value-for-Money

4

Functionality

4.2

Ease of Use

4.2

Customer Service

4.1

Reviews Sentiment

Based on [137 reviews](#user-reviews)

Positive

112

Neutral

13

Negative

12

[## M-Files](https://www.capterra.com/p/122215/M-Files/)[4.4 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.3

Functionality

4.4

Ease of Use

4.2

Customer Service

4.2

Reviews Sentiment

Based on [275 reviews](#user-reviews)

Positive

238

Neutral

26

Negative

11

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What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 28,647 reviews from document management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

67%Fit

Missing features

Not enough reviews

Feature ratings

Document Editing

NA

Secure Data Storage

4.6

Document Storage

4.8

Mobile Access

3.5

Email Management

3.0

63%Fit

Missing features

Feature ratings

Document Editing

NA

Secure Data Storage

4.7

Document Storage

4.7

Mobile Access

4.5

Email Management

NA

User satisfaction

User satisfaction

4.3

User reviews[137](https://www.capterra.com/p/82811/SmartVault/reviews/)

Ease of use

4.2

Functionality

4.2

Value for money

4.0

Customer support

4.1

User satisfaction

4.4

User reviews[275](https://www.capterra.com/p/122215/M-Files/reviews/)

Ease of use

4.2

Functionality

4.4

Value for money

4.3

Customer support

4.2

Price starts from

Price starts from

$70Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

SmartVault is used by accounting professionals, tax preparers, financial services firms, legal practices, healthcare providers, and CPAs.

Best for

M-Files serves a variety of industries and business document management needs for mid-market to Enterprise global B2B companies.

## User reviews

Pros & cons

RR

Robert R.

CPA

> "I was able to achieve the same results by using the software I had been using for years to manage documents (Filecenter) and Google..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

VR

Verified Reviewer

Accountant

> "Sometimes it was a little cumbersome and a little slow, I think the flow of smartvault could've been a little more user friendly."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___7085283)

EO

ELVIS O.

Audit Apprentice

> "SmartVault provides an intuitive interface that makes it easy for users to navigate and manage documents"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6423786)

RR

Robert R.

CPA

> "They lure new clients with their presentation, which is impressive, and use well-known tax professionals to advertise the software, but it is..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

Dylan C.

marketing

> "I like using SmartVault because I can access documents from anywhere I am."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6528051)

TF

Tim F.

Accountat

> "years later they discontinued the plan, and we were forced to spend 1.5x as much for widgets and features that we still don't use. Since we..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6426905)

TB

Tatsiana B.

Owner

> "It was a great experienced for what I used it for until the price went up significantly without addition of new features."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6588768)

FM

Freyxa M.

Onboarding and training Supervisor

> "The onboarding and implementation of the software can be really tedious and if not settled corrected can violate regulations"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6825183)

HC

Heather C.

Administrative Assistant

> "Overall, SmartVault serves its purpose with our organization, for sharing bank documents with our accountant and providing employee benefit..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4592745)

RR

Robert R.

CPA

> "Instead, they have a knowledge-based library on their website to answer questions, but it's not organized in an intuitive manner. After I..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

JS

Juliana S.

CEO

> "It's very simple to print documents directly to the client folders."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4684761)

JrmC

Jérôme C.

Data analyst

> "Sometimes not enough space and speed to load eavy files"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6683902)

CA

Christine A.

staff accountant

> "It is nice that files can be sorted into folders."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4320379)

RR

Robert R.

CPA

> "I had to go through 2 or 3 people who were going to be my onboarding coach before finally ending up with the one that was clueless and a..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

CA

Christine A.

staff accountant

> "Other software offer more features and accessibility."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4320379)

TF

Tim F.

Accountat

> "It's almost as if they only got halfway with this cosmetic transition, then got distracted by other things like a neurotic puppy."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6426905)

MD

Michael D.

Director

> "Prior to using this solution I used a variety of cloud storage providers along with some other applications, SmartVault brought everything..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2509225)

RR

Robert R.

CPA

> "The software can be a little bit difficult to navigate."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

CP

Carol P.

Freelance Bookkeeper and Payroll Provider

> "I also love that there is a limited DocuSign feature to where I don't have to pay the full price for full DocuSign subscription. Plus, I..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2506313)

RR

Robert R.

CPA

> "Also, when I called them to let them know I was not going to renew this software, they practically didn't care that much or even ask me what..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

LH

Lydia H.

CPA/Owner

> "I have been using SmartVault for over 5 years, when I first started with SmartVault it was because Intuit decided to no longer offer Document..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505949)

LM

Lisa M.

President

> "The software does not allow us to retrieve or save any Excel or Word documents to SV."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___4910050)

Carly C.

Managing Member

> "I like the desktop syncing and the ability to keep all my files stored securely and paperlessly in the cloud"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505745)

TF

Tim F.

Accountat

> "Which completely defeats the purpose of a program like this."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6426905)

AE

Amanda E.

Staff Accountant

> "It allows us to organize, archive, & share documents securely for a large amount of client files."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2514640)

RR

Robert R.

CPA

> "The onboarding training is extremely deficient."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

KT

Katie T.

Account Manageer

> "We love that it is cloudbased and that we can access this where ever we are, especially with COVID-19 restrictions in place. Because of this..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2506121)

TF

Tim F.

Accountat

> "The program has the following issues:"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6426905)

CS

Christopher S.

Founder

> "What I liked most is the fact I can send files to her securely."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2927329)

RR

Robert R.

CPA

> "At times, it's rather confusing which one to use."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671)

MA

Merle A.

Office Administrator

> "With SmartVault, we all have access to photos, videos and document, and I can always be sure I'm using the most updated material. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505617)

JE

Jeff E.

CPA

> "There is no Android app available, which is ridiculous considering the extreme pricing. And be careful, the company will auto renew your plan..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___3595977)

JM

Joy M.

CEO

> "TaxDome is cheaper and they have app users can use that is user-friendly."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3368523)

UW

Ute W.

CEO

> "it was very difficult for most of my clients, not user friendly"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___6606365)

JT

Jennifer T.

Account Executive

> "It is incredibly useful for our non-profit organization and accounting use. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3027939)

SG

Surbh G.

Associate Manager

> "you need to download , edit and reupload the file if any edit has to be made by client and us both.online editing is not available"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4605981)

NM

NICOLE M.

ADMIN

> "SmartVault is an amazing tool & continues to help our workflow evenly."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2995232)

NM

Natalia M.

CFO

> "We ended up trying to cancel them today after only a month into our new billing period and they refused to refund our payment for the..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4544402)

CL

Christos L.

Accountant

> "One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2303286)

Russell B.

CEO

> "Chief among those is that from day one the search function in the app is completely useless, meaning that I have to scroll through many..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2875795)

CC

Charmaine C.

Accounts Assistant

> "It is one great software that helps to go paperless."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2910873)

JS

Juliana S.

CEO

> "I used this program for 6+ years at another job but when I tried implementing it in my own firm it just didn't work."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4684761)

SE

Summer E.

accountant

> "Printing tax returns to SmartVault from our tax software is our favorite feature."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2507673)

MS

Mila S.

Owner

> "DocuSign integration worked in about 30% of the time; in most cases, I would get a file error and go directly to the DocuSign website, which..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3237636)

DD

Deanna D.

Tax Accountant

> "I love that it provides storage for me and allows me to give access to my clients. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2507729)

MS

Mila S.

Owner

> "Sometime last year, SmartVault had a hiccup and resorted our filing system, e.g., files from 2017 folders were randomly moved to different..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3237636)

MK

Megan K.

Staff Accountant

> "Pros: Good file management structure set up to keep everything organized and allow adding new files when necessary!"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2544524)

LM

Lisa M.

President

> "Terrible customer service."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___4910050)

RR

Renee R.

CPA

> "I can easily email links to documents, which makes SmartVault even easier for clients."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2518300)

EB

Edward B.

Owner/CPA

> "Low end portal service that clients found difficult to use, and which we found more difficult to integrate into our business model as a..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___3455260)

AR

Anne R.

CPA

> "This interactive secure portal has been a lifesaver with the increased use of electronic data transfer. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2506042)

NM

Natalia M.

CFO

> "They are charging us for 11 months of services that they are not going to provide."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___4544402)

NV

Nic V.

Office Manager

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

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3495437)

MS

Mila S.

Owner

> "Individual files had to be made accessible to them even when uploaded to an already accessible folder, which was a complete waste of time and..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3237636)

CB

Chris B.

Company Director

> "Templates for Accounts/Payroll etc save a lot of time for setting up year on year"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2531594)

JE

Jeff E.

CPA

> "Poor Interface and Terrible Permissions Programming"

[See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___3595977)

LH

Lydia H.

CPA/Owner

> "Love the integration with my tax software, ProSeries and also DocUSign which I depend on immensely."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505949)

CB

Chris B.

Company Director

> "I was using Office 365 Business and was fed up that Sharepoint kept falling over for clients - I had set it up as groups to move documents..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2531594)

MA

Maria A.

Tax preparer

> "After the initial learning curve, it worked fine."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3250105)

Russell B.

CEO

> "Also, their iOS app is, to put it generously, pathetic - and was never updated to fix the many glaring problems with it."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2875795)

JS

Jeremy S.

CPA

> "I haven't used other portals, but researched several and think that Smartvault is likely the best standalone portal for Lacerte/ProSeries..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2507999)

RP

Ryan P.

Managing Member

> "The customer service is awful. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3523036)

SE

Summer E.

accountant

> "We also like that we can print to SmartVault straight from our pdf editor."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2507673)

MN

Mickele N.

Owner/Operator

> "It is not intuitive to use for my clients and it does not integrate with my tax software."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3109830)

Georgia K.

Partner CPA

> "It is a cheaper options for delivering our tax returns to our clients."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2511549)

RP

Ryan P.

Managing Member

> "To date, the issue has always been with SmartVault. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3523036)

Tammy W.

Bookkeeper

> "I love being able to access my documents from any computer, anywhere, anytime. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2506024)

MA

Maria A.

Tax preparer

> "I was used to another client portal that had a modern look and this one looked a little outdated."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3250105)

KH

Karina H.

Receptionist

> "Its storage is what I liked the most and the fact that it's so easy to manage and get access to certain folders."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2506078)

JY

Jonathan Y.

Accountant

> "The program does not seem to auto-refresh very well when a new document is uploaded and a lot of the time the refresh button does not fix the..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505604)

RB

Rabiha B.

Administrative assistant

> "I thoroughly enjoy using smartvault on a daily basis for work it's easy to use and I can access it from work or home on my phone or laptop."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505997)

BS

Beth S.

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..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2517560)

TA

Thabo A.

Partner

> "Ability to scale, Docusign integrations, ease of use, customer support."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2508300)

JK

Julie K.

CEO

> "However, the implementation team has completely dropped the ball and now we are stuck on January 28th not being able to send out tax..."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2654912)

JH

Jessica H.

CEO

> "Is a good concept, nice storage capabilities"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3238221)

RD

Raissa D.

Administrative Specialist

> "Some features like deleting email can be difficult if not done properly, the software freezes a lot during tax season"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505959)

MA

Merle A.

Office Administrator

> "It is easy to file, upload and take information I need without having to store it locally on my system. "

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2505617)

JM

Joy M.

CEO

> "They handled the whole situation really poorly and were rude. If you are thinking about making the switch I would go for it."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3368523)

LG

Liz G.

Accountant

> "So far this has stremlined alot of processes and removed the need for lots of printing!"

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2228666)

MK

Megan K.

Staff Accountant

> "Cons: Copying and renaming files within the same folder sometimes causes the system to lag."

[See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2544524)

[View Reviews](https://www.capterra.com/p/82811/SmartVault/reviews/)

VR

Verified Reviewer

Project Manager

> "It’s a solid platform for document management, especially for businesses that need better organization, security, and workflow control...."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7142990)

NM

Nicolas M.

Director

> "After letting our subscription lapse (which we understood to cover support and updates only), we lost ALL access to our vault — our own..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7110025)

Utsav G.

Technical Analyst

> "It has collaboration with Microsoft so if i create a word document i can directly access that via my word, No need to open other..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7119841)

TB

Tushar B.

Application Tester

> "The major limitation that I came across is that the learning curve may be very high to the new users, particularly on how to establish the..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7008840)

MH

Michael H.

Security Analyst

> "The metadata-driven approach allows us to categorize and manage content efficiently, and version control ensures our teams always have the..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7015183)

KL

Kandil L.

Procurement

> "Support is not up to the mark as it's slow and if you stuck you can not go further. As it has too much feature sometimes confusing."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7047032)

MJ

Moriessa J.

Payments Analyst

> "It made it easier to manage and track my payment related documents across different departments. Once you get a hang of it, it helps..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7025405)

MR

Marvin R.

IT Manager

> "I am having issues with the Windows Explorer integration as my file links would break after a Windows update and have to relink."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6835842)

RK

Robert K.

Head Instructor

> "The system enables central storage of all documents and content, making information quickly retrievable and avoiding redundant data."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7017632)

MS

Mohamed S.

Data Analyst

> "We had some lag on larger files across devices in updating and occasionally this led to version confusion during team reviews."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6814892)

CW

Chad W.

Managing Director

> "More so, one of the major wins for me is the reduction of manual steps in document routing, so it kind of makes my day-to-day work feel..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7004232)

NM

Nicolas M.

Director

> "This appears to be by design. When we raised this with their Australian partner Storata, we were threatened with "equal and aggressive..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7110025)

CW

Chad W.

Managing Director

> "The thing I like most about M-Files is that it consolidates all things in one place so you do not have to search through multiple drives..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7004232)

VR

Verified Reviewer

Project Manager

> "One thing I didn’t like is that there can be a learning curve, especially for users who are used to normal folder systems."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7142990)

KW

Kelvin W.

Chief Executive Officer

> "I also like using the automated file backup features: documents, images and presentations are saved as they're being edited."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7013037)

KW

Kelvin W.

Chief Executive Officer

> "Sometimes M-Files can't save a file properly, for example, if the internet connection is temporarily unstable."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7013037)

VR

Verified Reviewer

Sr cloud admin

> "M file offers and support various core componemnts like documents control,process automation and enterprise level security which makes it..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6577420)

KMH

Kai-Manuel H.

Senior Technical Consultant

> "It offers many possibilities, but also restricts M-Files in many places and unfortunately causes errors again and again due to Windows..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6540681)

Ishant S.

Chief Marketing Officer.

> "The site has as well enhanced cross departmental co-operation, where marketing, operations, and finance are operating in the same platform."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7008109)

GD

Gill D.

Strategy and Improvement manager

> "no longer able to share links for multiple documents, teams integration is limited, have to download docs to change or save,"

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6621578)

PC

Pavnesh C.

Business Development Manager

> "I like M-Files’ metadata-driven organization and powerful search, which makes finding and managing documents efficient and intuitive."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7028803)

SB

Simon B.

Head of technology

> "It a bit costly to pay monthly but worth the cost, also the customer support team is slow in responding , take a lot of time"

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7017628)

GD

Guibril D.

Ingeenier

> "My experience is really positive; the software really simplifies the management of files and improves the collaboration between teams."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7043785)

AK

Anurag K.

Senior Business Development Representative

> "Sometimes the file search showed error for duplicate file type."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7033754)

TS

Taylor S.

Students Director

> "M-files serves as a reliable choice for daily document management, offering a range of features and integration options."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7039944)

NM

Nicolas M.

Director

> "Our business records are effectively held hostage."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7110025)

Daniel G.

President

> "It’s reduced the time spent searching for files, improved collaboration across departments, and made version control virtually foolproof."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7032325)

Utsav G.

Technical Analyst

> "so yes it is very least liked feature and it is costly as per indian standards"

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7119841)

NM

Nicolas M.

Director

> "The search functionality and metadata organisation were genuinely useful for managing business records."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7110025)

Monica M.

Senior Technical Recruiter

> "Search Limitations and Customization Cost are the least facts of M-Files"

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6646768)

SS

Shivanshi S.

Documentation Writer

> "I love how it streamlines collaboration and keeps everyone on the same page with automated workflows and clear version control."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7042426)

VR

Verified Reviewer

Office Administrator

> "The interface can be a bit overwhelming at first."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7012702)

DS

Dana S.

Patent Attorney

> "Thanks to continuous updates and modern web interfaces, our customers remain permanently flexible and can implement new requirements..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7015325)

SS

Shivanshi S.

Documentation Writer

> "The interface can feel a little overwhelming at first."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7042426)

TS

Taylor S.

Students Director

> "Great for organizing files by using meta-data instead of relying on traditional folder-based storage solutions."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7039944)

LM

Luka M.

IT Manager

> "Manage sync with security groups is not available."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6594098)

AS

Ashish S.

SENIOR MS ENGINEER

> "Quickly finds documents based on content, workflow automation and integration flexibility turns out to be most valuable features"

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7021593)

NK

Ngiria K.

mechanical design engineer

> "M files does not have good diagnostics and logging tools"

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6595865)

TB

Tushar B.

Application Tester

> "Moreover, the user-friendly interface and the safe permissions allow easy and carefree collaboration in terms of the platform."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7008840)

KMH

Kai-Manuel H.

Senior Technical Consultant

> "It is also not possible to run the server with a different operating system."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6540681)

KW

Kelvin W.

Chief Executive Officer

> "The ability to share folders with specific teams/departments is also useful for us."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7013037)

DS

Dana S.

Patent Attorney

> "Everything I didn't like was resolved with fixes in the new version."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7015325)

DS

Dana S.

Patent Attorney

> "The simple integration with Microsoft SharePoint Online provides businesses us with quick and easy access to the software."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7015325)

KK

Kat K.

Manager

> "Complex integrations could be a real headache if you fail to analyse the project very detailly in the very early stages."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___4879899)

Daniel G.

President

> "M-Files has brought structure, transparency, and efficiency to how we handle documents and projects."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7032325)

NS

Niraj S.

Marketing and Operations

> "User interface could feel outdated."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6622635)

Daniel G.

President

> "I love that everything is organized by metadata rather than location, which saves time and prevents version mix-ups."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7032325)

AM

Abhijit M.

IT HEAD

> "I am struggling to get proper support in INDIA."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6364257)

AO

Angela O.

Database Administrator

> "M-Files sharing and versioning features have appealed the most to me and that’s why I choose M-Files over any other document management..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7004665)

AK

Ania K.

Sales Operations Manager

> "I didn't face even a ioata of problem while using this."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6556847)

KR

Kirthik R.

Digital Marketing Executive

> "Also having the ability to automatically send renewal reminders and classify certificates and evaluations depending on properties is..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6595809)

Willem L.

Frontend Chapter Lead

> "What I don't like about the M-Files is how difficult it is to get used to the user interface: it must be improved."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___4918662)

MJ

Moriessa J.

Payments Analyst

> "I deal with a lot of transactions record as a payments agent and it makes it easy to locate the right file instantly."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7025405)

KK

Kat K.

Manager

> "The documentation is not always clear and helpful."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___4879899)

SS

Shivanshi S.

Documentation Writer

> "Everything is centralized, well-organized, and trackable, which has boosted productivity and made collaboration much smoother."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7042426)

ED

Eudes D.

Web Developer

> "Additionally, the search feature could use some improvement, as it can be difficult to find the exact document you are looking for."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___4530512)

Daniel G.

President

> "The approval workflows and audit trails also make compliance and accountability effortless."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7032325)

ED

Eudes D.

Web Developer

> "One downside of using M-Files is that it can be expensive for large organizations."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___4530512)

NS

Nikhil S.

Marketing Lead

> "Making workflows was easy once we learned the basics, and we quickly converted manual tasks like approvals and document storage into..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6630653)

RM

Resa M.

Senior Data Engineer

> "Additionally, the setup process can be a bit long and complicated for those who are unfamiliar with the software."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___4552633)

RK

Robert K.

Head Instructor

> "Regular tasks are completed highly efficiently and with significant time savings, whether in a ten person operation or with hundreds of..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7017632)

RM

Resa M.

Senior Data Engineer

> "I dislike that the software can be a bit expensive for smaller teams or businesses."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___4552633)

JM

Jason M.

Director of Marketing

> "The automated workflows simplify document approvals without relying on email."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7034853)

VR

Verified Reviewer

Sales Manager

> "This software makes you dependent and if want to change it with another software it is almost impossible. If you want to switch, you need..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___2410550)

TB

Tushar B.

Application Tester

> "I preferred the most the efficiency with which M-Files manages documents by metadata rather than folders."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7008840)

VR

Verified Reviewer

Civil Engineer

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

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___2704088)

KMS

Konjengbam Mitindra S.

Business Development Representative

> "At first I was finding hard where to even login but after getting access, I came to know the robustness and the strength of this..."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___7009554)

Bora D.

Technical Sales Manager

> "It is quite slow honestly, you need time to upload or download a data."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___2811108)

JL

James L.

Recruitment Consultant

> "M-Files has collaboration tools that allows us to work together and collaborate on our documents."

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___6550357)

Bora D.

Technical Sales Manager

> "I can not say it is bad software however biggest disadvantage is; its speed!"

[See full review](https://www.capterra.com/p/122215/M-Files/#Capterra___2811108)

[View Reviews](https://www.capterra.com/p/122215/M-Files/reviews/)

## User interface

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)

4.30 (137)

[M-Files](https://www.capterra.com/p/122215/M-Files/)

4.37 (275)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Access Expiration Management

150

Important

Activity Dashboard

120

Important

SmartVault

33/47

-   Access Controls/Permissions
-   Access Expiration Management
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   Annotations
-   API
-   Approval Process Control
-   Archiving & Retention
-   Audit Trail
-   Collaboration Tools
-   Commenting/Notes
-   Compliance Tracking
-   Content Management
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Capture
-   Document Classification
-   Document Editing
-   Document Generation
-   Document Review
-   Document Storage
-   Drag & Drop
-   Electronic Signature
-   Email Management
-   File Conversion
-   File Recovery
-   File Sharing
-   Forms Management
-   Full Text Search
-   Generative AI
-   Metadata Extraction
-   Mobile Access
-   Offline Access
-   Optical Character Recognition
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Tagging
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/82811/SmartVault/#features)

M-Files

Top features

35/47

-   Access Controls/Permissions
-   Access Expiration Management
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   Annotations
-   API
-   Approval Process Control
-   Archiving & Retention
-   Audit Trail
-   Collaboration Tools
-   Commenting/Notes
-   Compliance Tracking
-   Content Management
-   Customizable Branding
-   Customizable Templates
-   Data Import/Export
-   Document Automation
-   Document Capture
-   Document Classification
-   Document Editing
-   Document Generation
-   Document Review
-   Document Storage
-   Drag & Drop
-   Electronic Signature
-   Email Management
-   File Conversion
-   File Recovery
-   File Sharing
-   Forms Management
-   Full Text Search
-   Generative AI
-   Metadata Extraction
-   Mobile Access
-   Offline Access
-   Optical Character Recognition
-   Reporting & Statistics
-   Search/Filter
-   Secure Data Storage
-   SSL Security
-   Tagging
-   Task Management
-   Third-Party Integrations
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/122215/M-Files/#features)

### Recognition

SmartVault is recognized as a top-rated tool in 2 Capterra Shortlist reports

M-Files is recognized as a top-rated tool in 2 Capterra Shortlist reports

### Deployment & support

SmartVault

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

M-Files

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

SmartVault

-   By SmartVault
-   Located in United States
-   Founded in 2008

M-Files

-   By M-Files
-   Located in United States
-   Founded in 1989

## Popular Comparisons

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.30 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

vs

[Google Drive](https://www.capterra.com/p/161425/Drive/)[4.77 (28,480)](https://www.capterra.com/p/161425/Drive/reviews/)

$70/month

Price

$7/month

4.2

Features

4.6

4.2

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/82811-161425/SmartVault-vs-Drive)

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.37 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

vs

[Google Drive](https://www.capterra.com/p/161425/Drive/)[4.77 (28,480)](https://www.capterra.com/p/161425/Drive/reviews/)

Contact vendor for pricing

Price

$7/month

4.4

Features

4.6

4.2

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/122215-161425/M-Files-vs-Drive)

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.30 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

vs

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[4.72 (28,916)](https://www.capterra.com/p/160756/Google-Docs/reviews/)

$70/month

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$6/month

4.2

Features

4.5

4.2

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/82811-160756/SmartVault-vs-Google-Docs)

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.37 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

vs

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[4.70 (17,549)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Contact vendor for pricing

Price

$7/month

4.4

Features

4.6

4.2

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/122215-247901/M-Files-vs-Google-Workspace)

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.30 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

vs

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[4.70 (17,549)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

$70/month

Price

$7/month

4.2

Features

4.6

4.2

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/82811-247901/SmartVault-vs-Google-Workspace)

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.37 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

vs

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)[4.48 (12,686)](https://www.capterra.com/p/161304/OneDrive/reviews/)

Contact vendor for pricing

Price

$1.99/month

4.4

Features

4.4

4.2

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/122215-161304/M-Files-vs-OneDrive)

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.30 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

vs

[OneDrive](https://www.capterra.com/p/161304/OneDrive/)[4.48 (12,686)](https://www.capterra.com/p/161304/OneDrive/reviews/)

$70/month

Price

$1.99/month

4.2

Features

4.4

4.2

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/82811-161304/SmartVault-vs-OneDrive)

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.37 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

vs

[Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/reviews/)

Contact vendor for pricing

Price

$5/month

4.4

Features

4.3

4.2

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/1167-122215/SharePoint-vs-M-Files)

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.30 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

vs

[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/reviews/)

$70/month

Price

$6/month

4.2

Features

4.6

4.2

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/82811-227157/SmartVault-vs-Microsoft-365)

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.37 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

vs

[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/reviews/)

Contact vendor for pricing

Price

$6/month

4.4

Features

4.6

4.2

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/122215-227157/M-Files-vs-Microsoft-365)

[SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.30 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/)

vs

[Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/reviews/)

$70/month

Price

$5/month

4.2

Features

4.3

4.2

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/1167-82811/SharePoint-vs-SmartVault)

[M-Files](https://www.capterra.com/p/122215/M-Files/)[4.37 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

vs

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[4.73 (2,822)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/)

Contact vendor for pricing

Price

$9.99/month

4.4

Features

4.7

4.2

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/122215-227146/M-Files-vs-Microsoft-Word)