# Compare Microsoft SharePoint vs SmartVault 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Microsoft SharePoint and SmartVault based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/1167-82811/SharePoint-vs-SmartVault --- # Microsoft SharePoint vs SmartVault Features and Cost Comparison Last updated April 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: Microsoft SharePointSmartVault2/4 selected [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.4 (5,430)](https://www.capterra.com/p/1167/SharePoint/reviews/) [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.3 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/) [## Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.4 (5,430)](https://www.capterra.com/p/1167/SharePoint/reviews/) Starting Price $5.00/month Value-for-Money 4.2 Functionality 4.3 Ease of Use 4.1 Customer Service 4.1 Reviews Sentiment Based on [5,430 reviews](#user-reviews) Positive 4,722 Neutral 582 Negative 126 [## 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 ## 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 71%Fit Missing features Feature ratings Document Editing 4.4 Secure Data Storage 4.6 Document Storage NA Mobile Access 4.3 Email Management 4.4 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 User satisfaction User satisfaction 4.4 User reviews[5,430](https://www.capterra.com/p/1167/SharePoint/reviews/) Ease of use 4.1 Functionality 4.3 Value for money 4.2 Customer support 4.1 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 Price starts from Price starts from $5Per User, Per Month - Free version - Free trial Price starts from $70Per User, Per Month - Free version - Free trial Best for Best for Knowledge management application that keeps work moving forward by providing quick access to team sites, organization portals and resources and the team members for all types of companies. Best for SmartVault is used by accounting professionals, tax preparers, financial services firms, legal practices, healthcare providers, and CPAs. ## User reviews Pros & cons Hameeda T. Technical Analyst > "Microsoft SharePoint has been a reliable platform for organising documents, managing permissions, and keeping team information in one place. Once everything is set up, it..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7114829) ZA Zafar A. Country HSE Manager > "The entering data by multiple users at the same time can create some mess, and it might gives you a bit confusion on your entry, however it is manageable, if entries are..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7112511) AW Andrew W. Senior Sales Associate > "The best thing I love about Microsoft SharePoint is the ability it gives my team and I to share in real time projects and documents we need to collaborate on, especially..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7129164) VR Verified Reviewer App Developer > "The interface often feels cluttered and unintuitive, setup and customization can be complex, performance can be slow at times, and end-user adoption usually requires..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7091965) SR Samm R. Office Finance Manager > "This program works for small groups as well as larger groups and can be controlled based on user permissions which allows the ability to set up multiple libraries." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7117337) VR Verified Reviewer Software Engineer > "There are also moments where permissions and access settings become confusing, especially in larger teams, and it takes extra effort to manage who can see or edit what." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7143432) LB Lucas B. IT Service Desk Analyst > "Microsoft SharePoint shines most in how effortlessly it brings teams, documents, and workflows together in one organised, secure space, making collaboration feel far more..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7113249) DM Denisha M. Maintenance Administrator > "Image and video management can be an issue at times, with pictures and videos having to be contained within a file." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7103997) LB Lucas B. IT Service Desk Analyst > "The platform’s ability to automate processes through Power Automate adds another layer of efficiency, turning repetitive tasks into smooth, reliable workflows." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7113249) Hameeda T. Technical Analyst > "Some users may find the interface less intuitive compared to modern collaboration tools, and occasional sync issues with OneDrive can disrupt workflows." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7114829) VR Verified Reviewer Territory Account Executive > "Collaborating with teams is easier since you can see all updates that are being made in real time. If you work in a dynamic team from all over the world or country, Ms..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7043682) VR Verified Reviewer Director of Market Research > "Can be a bit buggy at times when collaborating, has syncing issues, and challenges with uploading files with similar names." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7141410) DD Dustin D. President and CEO > "We host a tremendous number of video conferences and to be able to share our screen and collaboratively make changes to a document “live” is just incredible." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7077659) Matt B. Director of Products > "While using it for sharing a file at a time is a decent experience, using SharePoint as a true cloud file management system is kind of a nightmare." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7085549) JPN Jean-Pierre N. Instructional Design > "Microsoft SharePoint is a robust tool for file sharing, collaboration, integration with other learning tools, and its security is a plus." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7067996) VR Verified Reviewer VP of Finance and Operations > "Our ERP software cannot see SharePoint files, which forces workarounds or duplicate storage" [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7112131) RM RJ M. Safety and Maintenance Manager > "Microsoft Sharepoint allows us to upload companywide documents and have them accessed by everyone on different computers and programs." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7090902) VR Verified Reviewer Aquatics Director > "I would say that the only thing is that sometimes when opening Microsoft apps through SharePoint, such as Powerpoint and Word, they don't always transfer over nicely, so be..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7080329) MM Mike M. Software Engineer > "SharePoint is adaptable and flexible for all sizes of companies. If you are a small company and want a simple Intranet for departments, files sharing and collaboration..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6823865) SE Sarah E. Project Coordinator > "I find that the file sharing can be unreliable sometimes and links don't always work, especially externally - but acknowledge that part of this is due to our security..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7047070) JP Julie P. Legal Counsel > "Indeed, it allows to organize easily and seamlessly folders, documents, and so forth, and at the same time, to allow people within the organization to work on the same..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6828308) LB Lucas B. IT Service Desk Analyst > "The least satisfying part of working with Microsoft SharePoint is how complex and unintuitive it can feel, especially for users who aren’t already familiar with Microsoft’s..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7113249) VR Verified Reviewer Systems Administrator > "Sharepoint is included in our M365 licensing/Tenant, we use it for our Intranet, and it has had a very streamlined setup so ease of use for staff has been good, it allows us..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7014688) VC Vicente C. Quality Technician > "Navigating sites, libraries, and permissions can be confusing sometimes, and setting up workflows often takes extra time." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7099372) GV Gio V. Sales Coordinator > "I like that SharePoint allows teams to collaborate, share documents, and manage projects all in one platform, which keeps work organized and accessible." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7000188) SH Sreerag H. Software Application Developer > "Overall, SharePoint is a powerful tool for collaboration and document management, offering seamless Microsoft 365 integration and robust customization, but its steep..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6800745) ZF Zach F. Staff Accountant > "What we like the most is the ability to login from anywhere or any device to access, manage, and store our files." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7113478) DL Darlene L. Estimating Coordinator > "The cons are that the program isn't fully integrated with other platforms or that we can have DocuSign integrated." [See full review](https://www.capterra.com/p/1167/SharePoint/#SoftwareAdvice___7130692) SE Sarah E. Project Coordinator > "The fact that it is seamlessly integrated into MS 365 is very helpful, and I like that we can give access to external teams/clients in order to collaborate with them as well." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7047070) VR Verified Reviewer Officer > "The version control issue with multiple authors of one document can be completely debilitating." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7073977) AZ Andrew Z. Operations Manager > "The best part by far though is the integration in the other Microsoft products like Teams and Outlook for scheduling meetings and collaboration." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7116089) JL Jayden L. VP of Accounting > "There are at times a few bugs with loading and sometimes the search function is a bit inaccurate but overall, nothing catastrophic" [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7114828) Zach P. Marketing Coordinator > "Previously across our organization individuals used several different types of file sharing and storage tools so it has been great to consolidate them into a singular..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7100096) SE Sarah E. Project Coordinator > "I also find that the integration into file explorer is not always quick to update and can cause version control issues." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7047070) DM Denisha M. Maintenance Administrator > "Keeping track of the company documents, keeping documentation safe, employee management with controlling procedures, and the ease of use has been a delightful experience." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7103997) Nrupa M. Marketing Operations Manager > "Configuring site, permissions and navigation could be time-consuming, especially for new users." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7086115) Julieann L. Office Manager > "The ability to create pages to help with organizing and the templates and design ideas are great." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7134252) CC Christine C. Administrator > "The search function and opening a document is slow with slow internet connection." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7099541) LI Lucas I. Affiliate Manager > "SharePoint allows my Team and I to share company updates, files, photos, etc." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7112377) EB Emma B. Financial Controller > "If a good system is not set up from the beginning as the organisation grows SharePoint can become a little untidy but this is down to users." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7108922) VR Verified Reviewer VP of Finance and Operations > "Integrates with Microsoft 365 (Teams, Outlook, Word, Excel) and has good version control and collaboration once it’s working. " [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7112131) CK Calvin K. Systems Analyst > "Permissions are not always inherited properly with group permissions and individual permissions being difficult to manage." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7063038) JA Jess A. Creative Designer > "I like the use of Microsoft SharePoint to share files with colleagues and clients easily, especially large document attachments." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7086291) ZF Zach F. Staff Accountant > "Only downside of SharePoint is that for it to work it requires an internet connection at all times." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7113478) AR Alyssa R. Purchasing Specialist > "I like that SharePoint has allowed us to effectively collaborate as a team across the organization by keeping documents organized and easy accessible." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7142277) LD Leo D. Embedded software test engineer > "Menus everywhere, clicks galore, and don’t even get me started on the “modern” interface that somehow makes everything more confusing." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7122017) NH Nikolas H. Quality Engineer > "What I like most about Microsoft SharePoint is its ability to allow my company to communicate and share documents." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7131088) CS Caleb S. Network Engineer > "Sometimes things fall out of sync without the end user knowing it's not working and creating shortcuts into OneDrive should be stopped so end users don't cause themselves..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6815674) SB Sakshi B. Business Intelligence Analyst > "Sharepoint is very useful when it comes for sharing and collaborating files with the team as the users can seee the latest files and latest updated made in the file" [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6882772) VR Verified Reviewer Officer > "There are also issues if you have users working across Macs and Pcs." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7073977) SE Sarah E. Project Coordinator > "The interface is intuitive and effective at managing multiple sites, files and documents throughout our organization." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7047070) LD Leo D. Embedded software test engineer > "It’s powerful, confusing, occasionally frustrating, but somehow you can’t live without it… mostly because your files are trapped inside." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7122017) SM Sannah M. Sales Administrator > "It has improved collaborative working, along with record keeping for documents as everything is in one place, rather than having to track down the different versions that..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6813337) JP Julie P. Legal Counsel > "Sometimes, there can be technical issues where the link to share the access to a document for instance does not appear or does not work." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6828308) VR Verified Reviewer Aquatics Director > "We love using SharePoint to collaborate with different directors and it makes it easy to share documents without having to email or track them down!" [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7080329) JM Jocelyn M. Partner > "Sometimes the updates to files aren't immediate or they get stuck." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7110962) ML Max L. IT Engineer > "Its seamless integration with Microsoft 365, customization options, and robust permission control make it a highly flexible platform." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6839156) ES Emilee S. Program Manager > "The only issue I seem to have with SharePoint is that sometimes, the spreadsheets from Excel don't always open properly on my mac." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6826014) AZ Andrew Z. Operations Manager > "SharePoint has been an invaluable tool for my team at more than 3 different companies, all for a price that doesn't break the bank." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7116089) VR Victoria R. Manager, Project Management > "However, I've noticed that sometimes things can get misplaced, and links may break if files are moved to different locations" [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6838980) EM Elizabeth M. Director of IS Project Management > "I also love how it integrate with Microsoft planner as well as we do use it to track projects and this does connect back to Microsoft SharePoint to store files." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7011747) Mystical J. CEO > "Setting up SharePoint, particularly with permissions and navigation, can be difficult." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7138766) Hameeda T. Technical Analyst > "Its permission controls are robust, allowing administrators to manage access at a granular level." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7114829) MG Matt G. Director > "We've found integrations between different software platforms are difficult to set up." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7126394) Amber L. People Reporting and Communications Officer > "Sharing documents easily among team members, creating intranet page easily and embedding different widgets and apps." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6864138) IB Ivan B. Internal trainer and technical support > "I disliked the fact that is is limited in term of page design and you don't have complete freedom in term of designing the sections of the page regarding the design you..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6586008) AM Azzaya M. HR Officer > "I love the way we can create pages for our departments, which leads to clear communication and information flow, easy to access, and team members find all details in the..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6827963) JM Jocelyn M. Partner > "Slight issues with integrations and fluidity." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7110962) Namratha C. Product owner > "This makes file sharing, version control, permissions management, and collaboration very efficient." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7100205) VR Verified Reviewer Director of Market Research > "The bugs do make it annoying at times and makes you wonder why something so simply can be buggy." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7141410) Samuel L. Mortgage Loan Officer > "SharePoint has enabled us to setup different sites and services that are tailored for loan application, wealth management and other departments within our bank." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6744719) SK Sneha K. Program Manager > "When multiple users are working on the same file in SharePoint there is always sync issues and one of the user has to close the file before the other user can save his..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6602701) YK Yurii K. Technical Support Specialist > "Easiness of use and administration (for simple tasks) can help you to manage tasks and files of your employees." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7120654) JPN Jean-Pierre N. Instructional Design > "In addition, it can be very costly for small organizations or private users." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7067996) Samuel L. Mortgage Loan Officer > "It provide us with a secure and centralized platform for storing our ana managing financial and administrative data such as loan and contract documents." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6744719) SR Samm R. Office Finance Manager > "It can be quite difficult for new users to navigate, specifically those who are less tech savvy." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___7117337) Samuel L. Mortgage Loan Officer > "This enable us to organize and categorically manage , tag, pin and mark documents for different projects under their designated department sites which enable us easily find..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6744719) SB Stephan B. Digital Marketing Manager > "I also could not get desktop syncing to work like One Drive or Google Drive." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6813782) Adam M. Corporate Coach > "SharePoint is our agreed-upon tool for posting documentation and videos out to the entire organization. Whether it's onto pages intended for only our internal coaching..." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6515193) IB Ivan B. Internal trainer and technical support > "The document library and site permissions can be a little tricky while the access sharing and its modifications can be a bit unstable and not always work at first." [See full review](https://www.capterra.com/p/1167/SharePoint/#Capterra___6586008) [View Reviews](https://www.capterra.com/p/1167/SharePoint/reviews/) 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/) ## User interface [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) 4.35 (5,430) [SmartVault](https://www.capterra.com/p/82811/SmartVault/) 4.30 (137) ## 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 Microsoft SharePoint 25/47 - 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/1167/SharePoint/#features) 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) ### Recognition Microsoft SharePoint is recognized as a top-rated tool in 2 Capterra Shortlist reports SmartVault is recognized as a top-rated tool in 2 Capterra Shortlist reports ### Deployment & support Microsoft SharePoint 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 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 ### Company Details Microsoft SharePoint - By Microsoft - Located in United States - Founded in 1975 SmartVault - By SmartVault - Located in United States - Founded in 2008 ## Popular Comparisons [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/reviews/) vs [Google Drive](https://www.capterra.com/p/161425/Drive/)[4.77 (28,480)](https://www.capterra.com/p/161425/Drive/reviews/) $5/month Price $7/month 4.3 Features 4.6 4.1 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/1167-161425/SharePoint-vs-Drive) [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 SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/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/) $5/month Price $6/month 4.3 Features 4.5 4.1 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/1167-160756/SharePoint-vs-Google-Docs) [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 SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/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/) $5/month Price $7/month 4.3 Features 4.6 4.1 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/1167-247901/SharePoint-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 SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/reviews/) vs [OneDrive](https://www.capterra.com/p/161304/OneDrive/)[4.48 (12,686)](https://www.capterra.com/p/161304/OneDrive/reviews/) $5/month Price $1.99/month 4.3 Features 4.4 4.1 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/1167-161304/SharePoint-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) [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/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/) $5/month Price $6/month 4.3 Features 4.6 4.1 Ease of Use 4.5 [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 [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) [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[4.35 (5,430)](https://www.capterra.com/p/1167/SharePoint/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/) $5/month Price $11.99/month 4.3 Features 4.4 4.1 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/1167-143068/SharePoint-vs-Dropbox-Business) [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)