--- title: "SmartCompliance Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SmartCompliance Software - reviews, pricing plans, popular comparisons to other Compliance products and more." source_url: "https://www.capterra.com/p/189672/SmartCompliance/" page_type: "product" language: "en" --- # SmartCompliance Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SmartCompliance ## What is SmartCompliance ? Simplify your Certificate of Insurance (COI) tracking system and avoid manual processes with SmartCompliance. SmartCompliance helps insurance compliance professionals streamline compliance requirements by automating COI tracking & collection, eliminating manual data entry, and ensuring vendor compliance. Mitigate your risk of an underinsured claim by centralizing your tracking process and compliance reporting on one cloud-native platform. ## What is SmartCompliance used for? [ERM](https://www.capterra.com/erm-software/)[Compliance](https://www.capterra.com/compliance-software/)[Policy Management](https://www.capterra.com/policy-management-software/) Top alternative Featured Overall rating Based on 31 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price $1000 Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmartCompliance ?[Manage this product listing](https://www.g2.com/products/smartcompliance/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SmartCompliance 4.5 (31) VS. [4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/) Starting Price $1000 Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (31) Ease Of Use 4.6 (414) Value For Money 4.5 (24) Value For Money 4.5 (343) Customer Service 4.5 (28) Customer Service 4.6 (382) ## SmartCompliance alternatives [4.8 (96)](https://www.capterra.com/p/141558/DoneSafe/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (39)](https://www.capterra.com/p/151388/teammate-risk-compliance/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Cority](https://www.capterra.com/p/102848/EHS-Management-Software/) [4.4 (114)](https://www.capterra.com/p/102848/EHS-Management-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/102848/EHS-Management-Software/) ## FAQs about SmartCompliance Overview ### Which roles and teams benefit most from SmartCompliance ? SmartCompliance is most used by compliance teams, contract administrators, and finance leaders who need accurate documentation, audit readiness, and streamlined approval workflows. Operations managers use it to standardize processes across departments, while legal and administrative staff rely on it to manage records, support claims, and maintain policy and contract visibility. Answer based on 31 reviews Overview ### What company size and specific industries is SmartCompliance built for? SmartCompliance is designed for commercial and residential property management organizations, municipalities, commercial businesses, and franchise operations, along with consultants, brokers, financial directors, and administrative staff supporting those teams. It fits organizations of varying sizes that need compliance support across property, business, and public-sector settings. Features and Usability ### What are the key features of SmartCompliance ? SmartCompliance offers compliance management, audit management, and risk management across IT, legal, operational, and reputational areas. It includes policy creation and policy management, document management and document review, approval process control, CAPA, exceptions management, forms management, and real-time reporting, alerts/notifications, and visual analytics. Integrations ### Which third-party tools and platforms does SmartCompliance integrate with? SmartCompliance integrates with Okta for identity and access management. This native connection supports authentication and user provisioning workflows within the platform. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does SmartCompliance offer? SmartCompliance provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and direct instruction, documentation offers written reference material for ongoing use, and videos provide visual walkthroughs for learning features and steps at any time. Answer based on 1 reviews Getting Started and Support ### What customer support options does SmartCompliance offer? SmartCompliance provides Email/Help Desk and Phone Support. Users describe the support team as friendly and responsive, and some report very positive service after upgrading to full service. Others note occasional delays with help desk tickets when software issues need resolution. Answer based on 3 reviews ## Features AI summary Based on 4,313 Compliance reviews Capterra data shows that buyers of compliance software rank the following features as their top priorities: - **Compliance Tracking** (**54%** of reviewers rated this feature as critical) - **Document Management** (**48%**) - **Audit Management** (**42%**) SmartCompliance supports all three of the features reviewers value most: **Compliance Tracking**, **Document Management**, and **Audit Management**. Together, these capabilities help businesses monitor regulatory requirements, keep records organized and accessible, and manage audits more efficiently, allowing teams to stay prepared, reduce compliance risk, and maintain clear oversight of critical processes. Compliance Tracking 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Audit Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Compliance Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Dashboard 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Data Visualization 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Graphical representation of data Reporting/Analytics 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data SmartCompliance 37 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Attestation: Collect, track and store acknowledgements that policies have been read and understood - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Exceptions Management: Automated handling of non-compliant EDI transmissions. - Forms Management: Store, manage and track all forms in a centralized location - IT Risk Management: Manage risks related to IT systems - Legal Risk Management: Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation - Mobile Access: Access software remotely via mobile devices - Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes - Policy Creation: Create new policies or alter existing policies - Policy Management: Create, manage, and track policies and procedures within an organization - Predictive Analytics: Predict future data based on historical data sets - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reputational Risk Management: Identify, monitor, and assess risks to brands - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Risk Reporting: Reporting of risks associated with specific actions, events, or entities - Secure Data Storage: Securely stores data to prevent data loss or breaches - Template Management: Create, save, and re-purpose templates for emails, forms, etc. --- Get Advice We can help you find the software with the features you need. Features 4.1 (31) 4.1 Based on 31 reviews ## Pricing Value for money 4.5 (24) Basic $1,000 Per Year Value for money 4.5 (24) 4.5 Based on 24 reviews ## Integrations [ Okta](https://www.capterra.com/p/119653/Okta/) 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. ## Support, customer service and training options Customer Service 4.5 (28) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (28) 4.5 Based on 28 reviews ## User reviews Overall rating 4.5 Based on 31 reviews Filter by rating 5(15) 4(15) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent LV Laney V. Accounting Construction ### "Great Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 1, 2021 Pros I think this software is a great option for companies that are in need of a tracking system for their insurance certificates. It does everything we needed it to do. Cons The price of this software was a bit higher than anticipated, however, it is cheaper than hiring a new employee to do what the software can do. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DM DARLENE M. EXECUTIVE-VICE PRESIDENT Construction ### "WIMCO LOVE'S SMARTCOMPLIANCE - IT TOOK THE DRUGERY OUT OF MANAGING DOCUMENTS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 1, 2021 WONDERFUL. IT HAS BEEN A HUGE TIMESAVER FOR OUR ENTIRE TEAM. THE DRAG AND DROP FEATURE IS WONDERFUL AND THE OCR CAPABILITY IS 2ND TO NONE. THE SUPPORT TEAM IS BY FAR ONE OF THE MOST RESPONSIVE AND FRIENDLY GROUP OF PEOPLE I HAVE EVER DEALT WITH AND I HAVE BEEN IN THIS BUSINESS FOR ALMOST 45 YEARS. I HAVE YET TO COMMUNICATE WITH ANYONE THAT WASN'T A JOY TO TALK AND WORK WITH. Pros THE EASE OF USE, FUNCTIONALITY, CENTRALIZED DATABASE, CUSTOMIZATION CAPABILITIES, AND RESPONSIVENESS. Cons NOT BEING ABLE TO MARK 'DOCUMENTS' AS INCOMPLIANCE. WE REQUIRE SIGNED SUBCONTRACTS, INSURANCE CERTIFICATES, DISCLOSURE POLICIES, AND SOMETIMES A SALES TAX AFFIDAVIT BEFORE A COMPANY IS 100% IN COMPLIANCE ON A PROJECT. IF A COMPANY HAS ALL BUT THEIR SALES TAX AFFFIDAVIT, WE WOULD LOVE TO BE ABLE TO FLAG THE OTHERS AS INCOMPLIANCE AND REMOVE THEM FROM NOTIFICATIONS. EVEN THOUGH THEY ARE FLAGGED WITH A GREEN CHECKMARK, HAVING THEM ON THE LIST CONFUSES A LOT OF OUR SUBCONTRACTORS. Reasons for choosing SmartCompliance SMARTCOMPLIANCE WAS THE ONE GEARED TOWARDS THE CONSTRUCTION INDUSTRY WITH PROJECT LEVEL DETAIL OPTIONS. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PP Padraic P. Contract Analyst Facilities Services ### "My Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 April 6, 2021 I like it. Pros The Search Engine helps save a lot of time. Cons Should be easier to make the request to Send from Agent. Multiple times. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LV Laney V. Accounting Construction ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 April 6, 2021 Pros It is very easy to use and does everything we wanted. Cons The price is higher than we would have liked, but the features outweighed the price for us. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LP Laurie P. Claim Rep Insurance ### "New to SmartCompliance" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 18, 2021 Pros If it weren't for the introductory training I received, I wouldn't have been able to figure out how to operate SmartCompliance on my own by clicking around and looking at things. I still have a lot to learn and just submitted a list of questions to try and learn more. I'm sure there are a lot of features that are available, I just haven't been introduced to them yet nor have I discovered it on my own. Cons Of the few documents I've uploaded, the majority of them are not being read by the system and I have to manually enter the information. I'd say 80% of the documents fail. When the system is able to read the document it misreads the document and puts check marks in categories that aren't marked on the actual document. As a new user, I feel like it would be helpful if there would be a way to "highlight" the tab/category I'm currently operating in. When I received the training introduction I had trouble recalling the path that I needed to take to get to where I wanted to go and had to review the recording of the training and make notes so I can remember. I Switched from [cerTrax](https://www.capterra.com/p/188296/cerTrax/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MT MIRIAM T. CSR Insurance ### "The use of smart compliance " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 February 18, 2021 overal smart compliance is good we wish it coudl be better and have our requests fulfilled. Pros We where really excited to get rolling with smart compliance as the other compliance system we've been using in the past was really not helpful in trying to make the system work for our benefit and we where told when we investigated in Smartcompliance that this system will do the trick!! so far smart compliance has come a long way from where we started. i hope to intergrate the other clients with smart very soon. Cons it takes way to long for any request to be filled. in addition smart compliance changed their email template for auto-notification and it is so awesomely awful its so confusing to the client to read and understand what we want from them hope they cchange it fast. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CN christopher N. Contract Analyst Construction ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 18, 2021 Able to procure provided certificates in a quick manner. Pros Product is easy to use. I work remotely and havent had any issue I couldnt figure out. Cons There is a lag time when trying to search with speed. But not enough of an issue. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KF Kevin F. Lease Administrator Commercial Real Estate ### "A godsend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 15, 2021 Pros Takes the hassle out of maintaining insurance certificates for the tenants in my portfolio. In 2021, nobody has time for that, and this is a tech solution that has saved me so much time, improved compliance, and allowed me to focus on other areas. Can’t imagine being without it. Cons Can’t think of anything to put here. It’s great. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AA Alexandra A. Administrative Manager Construction ### "SC Software Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 January 14, 2021 Pros Smart Compliance is user friendly and does a pretty good job at keeping things organzied and all in one spot. Cons When it would state that an employee was non compliant although they were. The OCR wasn't picking it up. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BB Bailey B. Contract Administrator Facilities Services ### "Smart Compliance Daily User" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 January 14, 2021 Much more organized system that what we were previously coordinating for insurance documentation. Streamlined and simple. Data collection useful. Pros Clean Interface, easy to operate overall. Cons The OCR feature for scanning new uploads is faulty. Rarely picks up the document information properly. Leads to lots of manual scripting and time devoted to uploads. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/189672/SmartCompliance/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.