# Compare SmartVault vs Revver 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Revver and SmartVault based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/82811-123400/SmartVault-vs-revver --- # Revver vs SmartVault Features and Cost Comparison Last updated July 2nd, 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: RevverSmartVault2/4 selected [Revver](https://www.capterra.com/p/123400/revver/)[4.4 (1,011)](https://www.capterra.com/p/123400/revver/reviews/) [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[4.3 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/) [## Revver](https://www.capterra.com/p/123400/revver/)[4.4 (1,011)](https://www.capterra.com/p/123400/revver/reviews/) Starting Price $25.00/month Value-for-Money 4.2 Functionality 4.2 Ease of Use 4.3 Customer Service 4.4 Reviews Sentiment Based on [1,011 reviews](#user-reviews) Positive 893 Neutral 83 Negative 35 [## 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 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 29,625 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 81%Fit Not enough reviews Feature ratings Document Editing 5.0 Secure Data Storage 4.6 Document Storage 4.6 Email Management 4.5 Mobile Access 4.0 67%Fit Missing features Not enough reviews Feature ratings Document Editing NA Secure Data Storage 4.6 Document Storage 4.8 Email Management 3.0 Mobile Access 3.5 User satisfaction User satisfaction 4.4 User reviews[1,011](https://www.capterra.com/p/123400/revver/reviews/) Ease of use 4.3 Functionality 4.2 Value for money 4.2 Customer support 4.4 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 $25Per User, Per Month - Free version - Free trial Price starts from $70Per User, Per Month - Free version - Free trial Best for Best for Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies, and back-office departments across many industries Best for SmartVault is used by accounting professionals, tax preparers, financial services firms, legal practices, healthcare providers, and CPAs. ## User reviews Pros & cons Kaleem A. Senior SWE > "We use it for approvals, operational records, reporting documents and internal file sharing and the search functionality honestly saves a ton of time when trying..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7155553) MS MOHAMED S. Procurement Associate > "Also, there are certain high-level automation workflows that are difficult to master, and in some cases, the search function is not always relevant when dealing..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7176245) NT Nairuti T. Assistant General Manager Marketing > "I'm thrilled that Revver offers advanced version control that prevents overwriting mistakes by automatically saving historical document iterations. While and..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7160764) FG Francesco G. Sales engineer > "Read-only files can only be shared externally across different departments but fail to get delivered in case of using remotely connected devices." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7174873) DC Deepika C. Senior Executive Business Intelligence > "I like most about Revver is its ability to organize documents efficiently, automate workflows, and provide secure cloud storage, which makes file management much..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7171301) BK Bhumika K. Sr. Influencer Specialist > "The software can sometimes feel sluggish during heavy usage, storage of high volume data and transfer to the cloud servers" [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7157480) KV Kiyansh V. Head of Quality Assurance > "Revver acted as a highly organized digital filing cabinet that took over our messy work of sorting and storing the company files, it uses smart sorting rules to..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7157707) UR Udaybhan R. Lead Consultant > "Some of my files were poorly named and scattered across different computers, I had to organize them manually before importing them" [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7175299) HM Hiten M. DevSecOps > "it helped me improve document organization, made collaboration easier across teams and reduced the time spent searching for files and the basic text editing..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7170302) AT Abhay T. Specialist programmer > "Working for all these days left me with a single con inside and that is sometime it takes too long for file uploading and scanning" [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7176408) JW Jan W. Energieberater > "I use Revver as my best cloud-based document management system, helping to grow my business look more professional and smart in store, organizing automation and..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7159454) VR Verified Reviewer Senior Manager > "this is more of a tool for document operations - ideally we would have like easy integration with our internal agentic workflows but it doesnt support it." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7146882) AN Abhishek N. SOC Engineer > "The built-in collaboration tools and email integration are huge wins, as they centralize my workflow and keep track of document statuses effortlessly." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7164291) CG Chitralekha G. Technical Architect > "In case our internet is disrupted, we lose access to our files because the offline mode is too weak." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7176886) DR Dev R. Soc Analyst > "Its automation features save time on repetitive tasks, improve workflow efficiency, and help teams stay productive while keeping documents secure and accessible." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7159178) VD Vladimir D. Analyst > "Getting all our existing company files into this system took us months of painful data entry and sorting." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7173905) AT Abhay T. Specialist programmer > "It helped me and my mates to manage and compile the data in a manner that reduces our headache to search, eliminate and manage data accordingly" [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7176408) OM Opio M. Digital Marketing Manager > "I had liked it's way of data management but it's a bit expensive when you look at the pricing plan, it doesn't favour businesses with little capital." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7160418) IN Ishan N. Student > "As a student, it helped me keep project files and study materials better organized, and the search functionality saved a lot of time when I needed something..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7165079) RR Rajashree R. Senior Solutions Marketing Manager > "The aggresive pricing model and heavy resource demands turn basic file retrieval into an expensive affair." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7157113) ABHIJEET K. Specialist Programmer > "The thing which I like the most about Revver is it's advanced workflow automation feature , like whenever you upload any document it automatically assigns it to..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7176152) DC Deepika C. Senior Executive Business Intelligence > "Some time, the system can also be a bit slow when handling large files or during syncing." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7171301) DK Dipali K. Research Assistant > "Also, every research project or cohort we launch will have a completely standardized, secure folder structure, from the start, which will keep our data in our..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7166784) DC Deepak C. Mechanical design Engineer > "The setup process and permission settings can also be complex, making it harder for beginners to use effectively." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7167349) Rachit Y. Administrative Staff > "The use of artificial intelligence is ahead-of-the-curve and it has made us save plenty of time. Although there are some things that can be improved regarding..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7177487) Krupa P. Data Management Specialist > "In addition, it's overly complex to set up security permissions and AI workflow." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7155485) NJ Nishith J. Devops Engineer > "What I like most about Revver is that it keeps documents organized in one place instead of having files scattered across emails, shared drives, and different..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7175653) RM RehelD M. Country manager > "Minor errors with collaboration and high costing occasionally hinders decision making and inconveniences" [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7174432) DC Deepak C. Mechanical design Engineer > "I appreciate its OCR search, secure file sharing, and large storage capacity, as these features save time and improve productivity." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7167349) ABHIJEET K. Specialist Programmer > "I think the User Interface can be improved a little bit because it feels a bit clinky and dated ." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7176152) JB Joe B. System Administrator > "I've been using Revver for several months now in a firm, and it's genuinely transformed how our team handles documents. If you're drowning in manual filing,..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7159299) LS Lata S. Junior Engineer > "The dashboard looks old and unappealing which causes a lot of frustration especially during long hours of meeting." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7177218) FD Frida D. Catering Sales and Event Manager > "Also with it we can access,edit and share file securely in one place which cuts down on version chaos and speeds up decisions." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7175230) DZ Dana Z. Human Resources Manager > "The search feature is very clunky and not an easy straightforward search option. If folders are found, it is difficult to go right to the folder that is chosen." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___6855961) YP Yash P. Senior Data Scientist > "It has helped streamline the way we organize, store or share files across team, It undoubtedly improves efficiency and reduces manual effort." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7148207) MS Mamta S. CEO and Founder > "Some settings took time to understand, and a few workflows required more setup than I expected." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7168110) Shubham S. Consultant Dermatologist > "Over time, Revver has become a useful part of my practice by simplifying document management and allowing me to focus more on clinical responsibilities rather..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7178583) AR Amolika R. Senior Consultant > "On the downside, the initial configuration felt a bit overwhelming with all the different options available." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7158915) Rakesh J. Obstetrician And Gynecologist > "What I like most about Revver is that it helps keep all these documents organized in one place instead of being stored in different folders or shared through..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7178564) PK Pankaj K. Software Engineer > "Both uploading and downloading the file from mobile app is a pain." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7172177) DC Deepak C. Mechanical design Engineer > "I like most about Revver is its strong document organization and workflow automation, which makes handling files faster and more efficient." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7167349) JL JOHN L. Owner > "File sharing is difficult for me to figure out and use: not sure what to allow and not allow so as not to open up files to everyone else." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7016060) Rachit Y. Administrative Staff > "AI-driven Automation: Smart Extract AI that performs classification and extraction of information from documents is a huge time-saver." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7177487) LS Laura S. Regional sales manager > "Some features are complicated unless when given clear information or regarded maximum support and equally outdated" [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7172755) TS Todd S. Account Executive > "It helps me stay on top pending tasks and the progress of my projects. Plus, searching for and sharing files is super easy, which saves me a lot of time" [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7174343) SD SMITH D. Talent > "a) Tracking large files is hard." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7168773) DC Deepika C. Senior Executive Business Intelligence > "Its OCR and search features save time and help quickly find important files, and the interface is generally simple once you get familiar with it." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7171301) DK Dipali K. Research Assistant > "The UI of the workflow builder appears somewhat dated." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7166784) FA Faisal A. Software developer > "The platform made document management simple and efficient by allowing easy storage, organization, and retrieval of files." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7166432) AN Abhishek N. SOC Engineer > "On the downside, the ease of use isn't immediate; the dashboard has a steep learning curve that can be overwhelming for new users." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7164291) Rachit Y. Administrative Staff > "Automated Workflow: Automated routine work processes such as approvals and filing have greatly increased our productivity." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7177487) YP Yash P. Senior Data Scientist > "Navigating folders is a bit difficult sometimes." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7148207) DC Deepika C. Senior Executive Business Intelligence > "Overall, Revver offers a solid and reliable document management experience, especially for companies looking to improve productivity and streamline document..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7171301) Abhishek Kumar T. Cyber Security Engineer > "ummhm The product is useful but sometimes the setup and some features feel slightly confusing ." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7154174) Krupa P. Data Management Specialist > "This has saved us a lot of hours each week! Plus, we no longer have to purchase additional software such as DocuSign, since DocuSign is included in the program,..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7155485) AY Aditya Y. SDE > "Honestly the interface can feel a bit overwhelming for new users ." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7162663) Rakesh J. Obstetrician And Gynecologist > "This has made managing patient-related files, departmental records, presentations, and educational documents much easier." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7178564) BS Benny S. IT Admin > "Response can be slow sometimes and the "Office Hours with Customer Success" is bit let down specially if no one turns up from Revver even after you register to..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___6746383) Rachit Y. Administrative Staff > "Powerful Search: Searching for any document, be it from current students or archived files, has become fast and efficient." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7177487) MS Mujahid S. Soc analyst > "Few settings are also not very easy to understand for new users, so there is a small learning curve at the beginning." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7156455) Rakesh J. Obstetrician And Gynecologist > "It saves time when important files need to be located quickly, especially while preparing teaching sessions or reviewing department documents." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7178564) DZ Dana Z. Human Resources Manager > "A file has to be downloaded before it can be viewed or removed which is time consuming." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___6855961) SSM Syed Saad M. Software Development Manager > "It is really good at turning unorganized paperwork into automated and highly secure workflows removing the necessity of physical papers." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7167770) VR Verified Reviewer Medical Billing Analyst > "Some features aren’t very intuitive initially, so it takes time to get used to them." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7158412) JJ Jessica J. Social Worker > "It's great that my whole organization is on it, allowing us to share things very quickly and organize files in a way that others can easily find them." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7156238) JAR Jan Alan R. IT Specialist > "There is a lack of a simple, direct option to connect with a live agent." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7015233) PT Petru T. Developer > "The platform helps us a lot to keep documents centralized and structured .It is also easy to use and simplifies document sharing across multiple teams inside the..." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7166249) AS Avira S. Senior Marketing Manager > "The only issue there is the set up part and it was a bit confusing when I was just beginning this." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7161921) JW Jan W. Energieberater > "Whenever I need to locate or retrieve customer files, the process is very easy because Revver automatically syncs files from Microsoft 365." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7159454) PK Pankaj K. Software Engineer > "The mobile app is a very low point for me." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7172177) MS Mamta S. CEO and Founder > "I regularly used the search and workflow features to keep documents easier to manage and reduce the amount of manual follow-up." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7168110) Anisha P. Digital Marketing Manager > "A bit confusing and tricky to get it all mapped out correctly." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7156244) VM Venkatesh M. Senior Manager > "What I like the most about Revver is it's ability to manage our growing collection of files and collaborative projects." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7159823) SK Shanti K. Strategic Assistant to CEO > "The mobile app is the only part that I dislike." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7161711) IN Ishan N. Student > "The interface is fairly straightforward, and features like document sharing and automated workflows helped reduce repetitive tasks." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7165079) Krupa P. Data Management Specialist > "I had to call help 'cause five times to grasp that." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7155485) AN Abhishek N. SOC Engineer > "The document management and file sharing features are top-notch, making it incredibly easy to keep everything organized without relying on messy email threads." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7164291) JAR Jan Alan R. IT Specialist > "It can be difficult to get immediate human assistance when needed for urgent issues." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7015233) UR Udaybhan R. Lead Consultant > "Instead of mailing physical paperwork, I can share files through encrypted links, all thanks to Revver." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___7175299) MT Mariah T. Administrative Assistant > "It's frustrating to have to logout and back in to reboot Revver to get it to upload, which sometimes it uploads and other times it doesn't." [See full review](https://www.capterra.com/p/123400/revver/#Capterra___6748564) [View Reviews](https://www.capterra.com/p/123400/revver/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 Workspace,..." [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) 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 went..." [See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___6731671) 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) 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) 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 waste..." [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) 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) 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) 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) 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) 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) 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) 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 > "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) 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) 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) 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) LM Lisa M. President > "Terrible customer service." [See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___4910050) 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) 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) 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) 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) 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) 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) 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 > "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 nested..." [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) 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) 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) 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) 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) 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) 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) 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 something" [See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2517560) 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) 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) 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) 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) 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) JE Jeff E. CPA > "Poor Interface and Terrible Permissions Programming" [See full review](https://www.capterra.com/p/82811/SmartVault/#SoftwareAdvice___3595977) 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) 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) JH Jessica H. CEO > "Is a good concept, nice storage capabilities" [See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___3238221) 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) 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) JR James R. Corporate Secretary > "A client opened its vault and saw identities of all clients -- in violation of IRS security requirements." [See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2327690) Tammy W. Bookkeeper > "With SmartVault I never have to worry about where my documents are for all of my clients. " [See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2506024) 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 > "The client facing portal was previously clunky but much improved this year." [See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2507999) BS Beth S. Administrator > "My number one complaint is that you cannot edit documents in Smartvault." [See full review](https://www.capterra.com/p/82811/SmartVault/#Capterra___2517560) [View Reviews](https://www.capterra.com/p/82811/SmartVault/reviews/) ## User interface 4.39 (1,011) [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 Revver Top features 46/47 - 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/123400/revver/#features) SmartVault 33/47 - Access Controls/Permissions - Access Expiration Management - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Annotations - API - Approval Process Control - Archiving & Retention - Audit Trail - Collaboration Tools - Commenting/Notes - Compliance Tracking - Content Management - Customizable Branding - Customizable Templates - Data Import/Export - Document Automation - Document Capture - Document Classification - Document Editing - Document Generation - Document Review - Document Storage - Drag & Drop - Electronic Signature - Email Management - File Conversion - File Recovery - File Sharing - Forms Management - Full Text Search - Generative AI - Metadata Extraction - Mobile Access - Offline Access - Optical Character Recognition - Reporting & Statistics - Search/Filter - Secure Data Storage - SSL Security - Tagging - Task Management - Third-Party Integrations - Version Control - Workflow Management [See all features](https://www.capterra.com/p/82811/SmartVault/#features) ### Recognition No recognitions have been awarded to Revver SmartVault is recognized as a top-rated tool in 2 Capterra Shortlist reports ### Deployment & support Revver 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 Revver - By Revver - Located in United States - Founded in 2001 SmartVault - By SmartVault - Located in United States - Founded in 2008 ## 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