Copilot vs. SmartVault
With SmartVault, your clients get a client portal for file-sharing. With Copilot, upgrade to an all-in-one client portal where clients can also send messages, pay invoices, submit forms, access help desk resources, and more.
Meet the all-in-one SmartVault alternative
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
Branding
Provide a premium experience by customizing your portal with your brand assets.
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
What do customer say on G2?
Ease of Use
Ease of Setup
Ease of Admin
Quality of Support
Copilot and SmartVault Comparison
| SmartVault | |||
|---|---|---|---|---|
| Client management |  | | ||
| File-sharing | | | ||
| Contract management | | | ||
| Live chat | | |||
| Invoicing | | |||
| Subscription management | | |||
| Forms and Surveys | | |||
| Helpdesk – Create a help center for your clients | | |||
| Apps – Embed 1000s of apps | | |||
| White labeling – Custom theme, custom domain, and custom notifications | | |||
| Developer platform – API & SDK | | |||
Client management
File-sharing
Contract management
Live chat
Invoicing
Subscription management
Forms and Surveys
Helpdesk – Create a help center for your clients
Apps – Embed 1000s of apps
White labeling – Custom theme, custom domain, and custom notifications
Developer platform – API & SDK
SmartVault
Client management
File-sharing
Contract management
Live chat
Invoicing
Subscription management
Forms and Surveys
Helpdesk – Create a help center for your clients
Apps – Embed 1000s of apps
White labeling – Custom theme, custom domain, and custom notifications
Developer platform – API & SDK
"Copilot is the ultimate sidekick for Trulytell. It lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "
Founder, Trulytell
Frequently Asked Questions
While there are are many solutions with similar functionality to Copilot, Copilot is the modern alternative that will delight your customers. With a minimalist UI, mobile-first design, comprehensive customization options, and faster performance, Copilot is a product that your customers will love to use.
It usually takes companies less than 15 minutes to migrate to Copilot. With a simple import flow that you can access on the Clients page you can seamlessly import your client lists (along with any custom fields) in a single step.
