SmartVault

SmartVault

4.5 / 5 3 reviews

Who Uses This Software?

Accountants, bookkeepers, tax professionals, and anyone looking for secure document management & file sharing.


Average Ratings

3 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month/user
  • Pricing Details
    Users are employees who work at your firm. Unlimited clients are included.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • SmartVault
  • www.smartvault.com
  • Founded 2008
  • United States

About SmartVault

SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks.


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SmartVault Features

  • Chat
  • Content Management
  • Discussion Boards
  • Document Management
  • File Sharing
  • Search

SmartVault Reviews Recently Reviewed!

695927a74f089f6aacda490f037fccf3

Smooth link to Lacerte but could use improvement on links to clients

Nov 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: What I like most is the direct link to Lacerte tax software. Employees can send a return or any form from Lacerte with only one click.

Cons: Sending documents to clients seems inefficient - for example the only way to send more than one document is via a "link" or password encrypted email - would like ability to select multiple documents from different folders and send by email link, not just passwords.

Overall: Integration with Lacerte and cloud storage. Does provide one place to receive documents from clients, send documents to client and share documents within our team.

Secure Electronic File Cabinet

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: Smartvault allows me to transfer sensitive financial information with my clients safely. There is an Outlook Add-On so it is easy to include the link in emails to your clients.

Easy to use, Great customer service

Nov 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: Ease of use
Quick customer support

Overall: I love SmartVault! It has allowed us to share documents with our clients (securely) and begin to operate our firm in the cloud!