# Compare SmartVault vs Microsoft 365 2026 | Capterra > Unsure of what to choose? Check Capterra to compare SmartVault and Microsoft 365 based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/82811-227157/SmartVault-vs-Microsoft-365 --- # SmartVault vs Microsoft 365 Features and Cost Comparison Last updated March 15th, 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: SmartVaultMicrosoft 3652/4 selected [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.3 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.6 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/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 [## Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.6 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) Starting Price $6.00/month Value-for-Money 4.3 Functionality 4.6 Ease of Use 4.5 Customer Service 4.3 Reviews Sentiment Based on [14,071 reviews](#user-reviews) Positive 13,413 Neutral 528 Negative 130 ## Not a match? 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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 83%Fit High performer Feature ratings Document Editing 4.6 Secure Data Storage 4.6 Document Storage 4.6 Mobile Access 4.5 Email Management 4.6 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 4.6 User reviews[14,071](https://www.capterra.com/p/227157/Microsoft-365/reviews/) Ease of use 4.5 Functionality 4.6 Value for money 4.3 Customer support 4.3 Price starts from Price starts from $70Per User, Per Month - Free version - Free trial Price starts from $6Per User, Per Month - 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 Microsoft 365 is used by families, students, home users, professionals, remote workers, content creators, and enterprise organizations. ## 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 Lead Project Manager > "It has every tool you need for data processing, spreadsheet and document management, cloud storage, PowerPoint for presentations, email & team communication, video conferencing, antivirus..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7116236) JD Joshua D. IT Support Engineer > "For larger busineses, subscription costs can get quite expensive and not many options for alternatives means businesses are often stuck with using O365 and prone to many poor decisions,..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7048554) Sven S. Director > "I especially value the seamless integration between Word, Excel, PowerPoint, Outlook, Teams, and OneDrive, because it allows me to move between tasks without interruption." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7133323) JN Jon N. Technology Director > "Some setup can be unnecessarily complex particularly around some important services like security, device management etc but I guess it has to cover a wide range of businesses that are..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7048280) VR Verified Reviewer Software Developer > "Microsoft 365 office suite integrates well into the SharePoint platform as opening modifying files such as documents, sheets and power bi files are easily done and update real-time." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7113002) EM Edward M. General Manager > "Some of the web and mobile functionality of the key Microsoft applications such as Word and Excel, do not offer as much of the robust formatting capabilities as their desktop installed..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6810233) Troy C. Owner > "I can easily generate links with specific permissions (view-only, edit access, or password protection) for both internal colleagues and external clients, ensuring data stays safe while..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7077118) CB Christine B. Marketing Manager > "There can also be some overlap between tools (like Teams, SharePoint, and OneDrive), which can make it unclear where files should live or how to best organize collaboration." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7138705) VR Verified Reviewer Owner > "Using Outlook for managing emails, Word for writing proposals, and Excel for tracking expenses allows me to keep everything organized within one ecosystem." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7133060) VR Verified Reviewer Leasing Consultant > "What I like least about Microsoft 365 is how limited the access can be, especially because it's a paid software so it tends to get very pricey and sometimes formats converted to other..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7102255) Troy C. Owner > "It automatically converts legacy files (like old .doc formats) to modern standards and allows for easy export to PDF and other formats directly within the apps, saving me from using..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7077118) FM Flavio M. Senior QA Analyst > "Also variations between desktop, web and Mac can sometimes be a a pain in terms of how to find where the features are if you are used to have it in one Operational System most of the time." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7110667) CQ Connor Q. IT Team Lead > "bringing together the traditional MS Office suite with newer inclusions of Teams, Onedrive and related services allows document work, emails, IM chats and meetings to all sit comfortably..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7133046) TW Tabatha W. Nurse Supervisor > "It can also be frustrating when there are syncing issues or slight delays with cloud-based files, particularly in Teams or OneDrive." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7136333) MW Melinda W. Owner > "Its all-in-one productivity suite and seamless collaboration—tools like Word, Excel, Outlook, and Teams work together smoothly, making it easy to create, share, and collaborate in real..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7142134) Lauren F. Legal Secretary > "Ie, when I use LEAP and load a word or excel document, this can be the main reason that my computer crashes." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7117283) AG Adrian G. Building Operator > "It provides a reliable and structured environment where communication, document management, and data analysis all work together seamlessly." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7124076) VR Verified Reviewer Lead Project Manager > "The downside is that if you only use a fraction of the features or tools, it becomes unnecessarily expensive, and you might be better off purchasing each product separately." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7116236) MD Maggie D. Office Manager > "Outlook, Teams, and SharePoint all work together smoothly, so scheduling interviews, storing documents, and communicating with the team is easy." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7052733) Sven S. Director > "One drawback is that Microsoft 365 can feel a little complex at first, especially for users who only need basic office functions." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7133323) Troy C. Owner > "The subscription model offers excellent ROI by bundling industry-standard apps (Word, Excel, PowerPoint) with robust cloud services." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7077118) NC Nick C. Videographer > "Sometimes there are connection issues that prevent me from using basic apps like Microsoft Word which can be frustrating." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7044210) VR Verified Reviewer Territory Account Executive > "Ms 365 has made our team more productive and efficient since we can all utilise the apps we need on our day to day basis in one platform." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7043702) MH Moss H. Graphic Designer > "I use Powerpoint the most, so losing access to some of its features is the main downside to the cloud software format." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7087920) CG Carly G. Curriculum Designer and Trainer > "Its free accounts or trial is very limited to show what M365 can do. But with a paid account, document management, file sharing, and just all the tools and applications available are..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7050996) Fernando S. IT Support, CRM architect > "Outlook is a good example of what Microsoft needs to do (create a new Outlook from scratch), but using the wrong way (removing useful features)." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7105265) JN Jon N. Technology Director > "It has an excellent suite of products that covers the majority of business needs all bundled into one price that is difficult to be for the amount of tools you get included." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7048280) KM Kaitlin M. Freelance Content Strategist > "Microsoft 365 subscriptions charge for the same service that was available with Google Docs for free, which means not a lot of my clients and colleagues use Microsoft 365, making using it..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6603623) ST Shayne T. Co owner > "Being able to open a document on your laptop, make a few edits on your phone, and see your teammate’s changes appear instantly feels effortless." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7120685) DN David N. IT Operations Manager > "Admin portal (m365 and Intune portal) can be slow and sometimes the blades either don't open or open up blank." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7128000) Troy C. Owner > "It eliminates the need for expensive on-premises hardware and ensures I always have access to the latest feature updates without extra upgrade costs." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7077118) DN David N. IT Operations Manager > "There are way too many "admin portals" to manage everything within the M365 organization." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7128000) VR Verified Reviewer Project and IT Manager > "I appreciate all the efforts Microsoft put into connecting tools with each other, and the way SharePoint serves as an overarching platform for file share and documentation." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7065840) Sven S. Director > "The subscription model also means ongoing costs, which may be a concern for smaller businesses or individual users." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7133323) EM Edward M. General Manager > "The integrated nature of this software, online accessbility, and user functionality in being able to quickly and easily share documents, spreadsheets and presentations is top notch." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6810233) AC Andrew C. Inspection and Training Manager > "My only concern with this package is the ongoing cost, where most basic functions are available you have to some times pay a premium to access wider functions." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6851495) RE Rizi E. Technical Specialist > "Its cloud-first approach and integration across tools make it ideal for modern work environments, though administrative complexity and cost can be challenging." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7055719) LM Lauren M. Treatment coordinator > "Additionally, occasional syncing delays or integration hiccups—especially between desktop and cloud versions—can disrupt workflow if not managed carefully." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6827071) OT Oualid T. Agent Commercial > "I have found Excel and Word within Microsoft 365 to be working smoothly across many locations and permissions control in SharePoint helps me sleep when managing sensitive documents..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6815735) Nicholas D. Project Manager > "I don't love the browser-based version, as I prefer Desktop applications, as I find they are more feature rich." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7106304) VR Verified Reviewer Project and IT Manager > "I am happy with what M365 offers and I am looking forward to seeing Copilot’s integration with M365 apps growing, but would like to see some long-term bugs being fixed and to provide..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7065840) SS Sandeep S. Principal > "Sometimes I have turnover in my company and I have to delete and start employee email accounts. " [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7130129) CB Christine B. Marketing Manager > "The platform keeps communication organized while maintaining a consistent, user-friendly experience across all tools, which makes day-to-day work more efficient." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7138705) CY Chun Y. Office Manager > "Frequent updates sometimes change layouts or behaviour, interrupting workflows." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7084730) SB Scott B. Network Engineer > "Great product for email hosting, document storge and sharing, Teams chatting, word processing, all Microsoft products" [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6813144) MF Michal F. Financial Advisor > "If reference sheets are connected in several files and the main file is renamed or moved, the links can be broken." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6830665) ZN Zalman N. Operations Manager at MCA Track and GoACH > "The seamless integration between Outlook, Teams, SharePoint, and Excel makes internal communication and document sharing straightforward." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7057171) OB Oluwatobi B. Graduate Teaching Assistant > "I do not like the occasional glitches and bugs and the lag in performance sometimes. But for the most part, it is efficient." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7095882) VR Verified Reviewer Territory Account Executive > "This is a perfect platform and it can be used by any team in any organisation since it fits perfectly with almost every use case, with a few exceptions, but it’s a perfect tool for most..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7043702) JR Janessa R. Product Marketing Manger > "Copilot downloadable desktop application is glitchy, constantly needs to be refreshed or forces the PC to be rebooted." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6842688) AC Angel C. QC > "Not only that it provides excellent for communication and collaboration ideal for remote work, vendor communication and inspection follow ups." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7114864) CC Connor C. Data Analyst > "If you need to get into an account that is locked, they make it almost impossible to do so." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7113703) DS Danielle S. Owner > "On the positive side, it stands out for its seamless integration of tools which are all accessible across devices through the cloud." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7122537) VR Verified Reviewer Teaching Assistant > "It's also hard to find where keyboard shortcuts are, and I often need to search for it." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7056603) JS Juan S. Senior Consultant > "Email management is forward-looking, document workflows are automated, and file sharing through OneDrive and SharePoint keeps everyone in line." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6877116) CM Corey M. Senior Systems Engineer > "Mixed, while we use the office suite with frequency it also seems each year they make things worse especially with regards to the user interface, it gets more complicated and obfuscated..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7020753) AS Abhi S. Dispatcher > "Overall, its a good tool for a person to be updated all the time with recent happenings in office and provide social networking tools to enhance communication." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7126673) NA Nasywa A. Student > "The main drawback I’ve experienced is the subscription cost, which can be a burden for students if they don’t have access through their university." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6842912) AT Anna T. Credentialing Specialist > "I like the multiple programs it offers like Notes and Teams, to make sure we’re all in the same page and we can make sure everyone has the same information" [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6843717) PW Pamela W. Community Programs Specialist > "It updates the view and it can be confusing for me to navigate as I don't understand what all the options are or where the functions are of what I need." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6861334) YK Yurii K. Technical Support Specialist > "The biggest pro for me is ease of use - if you are a regular user that uses a Windows Home version or if you are an enterprise company with thousands of users, MS 365 is the best choice..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7123242) CR Catriona R. Managing Director > "The UIX is pretty pitiful and they are constantly changing the names of features which can be confusing. As I know someone who works at microsoft, I think this is likely a silo effect of..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7030558) TW Taylor W. Human Resource Coordinator > "It is a very versatile platform as it integrates multiple applications to complete a wide array of tasks." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7117408) VO Vincent O. Owner > "I dislike the fact that it has morphed into a yearly subscription when ther are no significant improvements each year." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7055477) Samantha E. Agent > "The ability to integrate ezlynx and teams with all the access of 365 has made work easier and sharing and communication more streamlined" [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7037392) Michael O. Actor > "It doesn't play well with others - difficult to import info from non-Microsoft products." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7067956) CC Connor C. Data Analyst > "I like most products of Microsoft office, they give you good value for your money, but only if you dive deep to utilize all functions that come with the service." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7113703) VR Verified Reviewer VP of Finance and Operations > "We switched to get away from managing individual Microsoft licenses, which had become a real headache." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7112149) OR Oliver R. Senior Designer > "Overall it’s an essential part of my day to day, with clients sharing word documents with content or PowerPoint presentations etc." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7076800) YK Yurii K. Technical Support Specialist > "Microsoft is a bit shady about MS 365 right now trying to include Copilot for a higher price." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7123242) DS Danielle S. Owner > "The user-friendly interface, along with advanced capabilities, making it a versatile option for both personal and professional use." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7122537) JC Joseph C. Operations Manager > "Have had multiple instnaces of doces reverting to earlier versions so we just lose files. If we could autosave to our own network drive I assume this would not happen because it does not..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6678751) Sven S. Director > "Microsoft 365 offers an excellent combination of familiar applications, strong collaboration features, and reliable cloud access." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7133323) VR Verified Reviewer HR Assistant > "Syncing and live collaboration require an internet connection which can make it hard when you are on the go." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6873301) VR Verified Reviewer executive > "I love Microsoft 365’s seamless integration, cloud access, real-time collaboration, and advanced security, which boosts productivity and flexibility across all devices and platforms." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6752724) JM Jasmine M. Operations Analyst > "I dont like that in order to add a calendar invite, I have to open the invite as an email and then save it to add it to my calendar." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6413859) PS Pereira S. Informatics Engineer > "Microsoft 365 has impressive security and backup features that eliminates the risk of losing documents, enable us to share files securely , detect breaches and prevent unauthorized access..." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6471949) MS Morgan S. PTA > "The removal of Publisher, the document formatting in Word (or lack thereof), the frequent inefficient updates, Microsoft Teams, the cost." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6493613) SJ Sheryl J. Field Estimator > "My most utilized tool is Excel, keeping all my data organized & calculated to generate accurate projections / charts to share with my colleagues." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___6667901) MW Melinda W. Owner > "The biggest downside is the cost and subscription model—it can get expensive over time." [See full review](https://www.capterra.com/p/227157/Microsoft-365/#Capterra___7142134) [View Reviews](https://www.capterra.com/p/227157/Microsoft-365/reviews/) ## User interface [SmartVault](https://www.capterra.com/p/82811/SmartVault/) 4.30 (137) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) 4.65 (14,071) ## 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 Top features 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) Microsoft 365 24/47 - 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/227157/Microsoft-365/#features) ### Recognition SmartVault is recognized as a top-rated tool in 2 Capterra Shortlist reports Microsoft 365 is recognized as a top-rated tool in 1 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 Microsoft 365 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 Microsoft 365 - By Microsoft - Located in United States - Founded in 1975 ## 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) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/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/) $6/month Price $6/month 4.6 Features 4.5 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/160756-227157/Google-Docs-vs-Microsoft-365) [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 Price $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) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/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/) $6/month Price $7/month 4.6 Features 4.6 4.5 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/227157-247901/Microsoft-365-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) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) vs [Google Drive](https://www.capterra.com/p/161425/Drive/)[4.77 (28,480)](https://www.capterra.com/p/161425/Drive/reviews/) $6/month Price $7/month 4.6 Features 4.6 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/161425-227157/Drive-vs-Microsoft-365) [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) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) vs [OneDrive](https://www.capterra.com/p/161304/OneDrive/)[4.48 (12,686)](https://www.capterra.com/p/161304/OneDrive/reviews/) $6/month Price $1.99/month 4.6 Features 4.4 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/161304-227157/OneDrive-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) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) vs [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/reviews/) $6/month Price $5/month 4.6 Features 4.3 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/1167-227157/SharePoint-vs-Microsoft-365) [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.30 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/) vs [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[4.53 (21,687)](https://www.capterra.com/p/143068/Dropbox-Business/reviews/) $70/month Price $11.99/month 4.2 Features 4.4 4.2 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/82811-143068/SmartVault-vs-Dropbox-Business) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[4.65 (14,071)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) vs [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[4.53 (21,687)](https://www.capterra.com/p/143068/Dropbox-Business/reviews/) $6/month Price $11.99/month 4.6 Features 4.4 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/143068-227157/Dropbox-Business-vs-Microsoft-365)