SmartVault

SmartVault


3.5 / 5
10 reviews

Who Uses This Software?

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


Average Ratings

10 Reviews

  • 3.5 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month/user
  • Pricing Details
    Users are employees at your firm. Unlimited clients are included.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • 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.


SmartVault Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Access Controls/Permissions
  • Audit Trail
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • Messaging
  • Real Time Synchronization
  • Search/Filter
  • Workflow Management
  • Chat
  • Content Management
  • Discussion Boards
  • Document Management
  • File Sharing
  • Search

SmartVault Reviews Recently Reviewed!


Capterra loader

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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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.

SmartVault is a decent software that has many good features.

Apr 04, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: You access information anywhere that you have an internet connection. Ease of Use. Compatible with multiple software and operating systems.

Cons: Glitchy at best. It gives lots of error message. Some valid, some not. Site tends to go down during periods of heavy traffic. That is a big problem, because often times those are during the hours when you need to access.

Overall: Access to client documents. Ease of use. Availability to store documents remotely.

A decent option for a client portal system

Apr 30, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The ability to map the system to your hard drive and use the portal as a virtual drive locally is a huge boost to productivity. You can send custom messages with the file notifications which is a nice little touch. Many integrations for email/accounting software and features for storing, transferring, signing and more functionality.

Cons: Mac users are left out in the cold. The pricing is rather high if you only need the portal system itself and no additional features. The space allotment is rather small compared to some other options. No ability to transfer/shift into a different type of filing system within the SmartVault family of products--you have to start from scratch.

Capterra loader

I really wanted to like it but it wasn't for me

Apr 13, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Lots of great features, a generous amount of secure storage, unlimited clients, custom branding, good support.

Cons: Not user-friendly to learn, I usually figure things out clicking around but had to rely a lot on tutorials and support documents to find my way around. It's expensive for a small practice but I can't see how it's very well worth it to a medium or large practice.

My clients did not like having to log in to share files with me so as much as I wanted to like it I switched to a solution that allowed my clients to upload securely without having to keep track of yet another username and password.

Overall: I didn't get much out of it, it has great potential and perhaps when they introduce an option to embed a file upload on my website that doesn't require login I would definitely consider signing up again because it's not worth it if my clients don't want to use it.

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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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!

Easy to use once experienced with the software

Dec 01, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The ability to print straight to SV from our tax software and other computer applications. Basic functionality is pretty straightforward

Cons: Seems to be quite a bit of lag sometimes with processing/printing to PDF and uploading from tax software and other programs to SV. Basic functionality is pretty straightforward, but extra features and functions are not very obvious or user friendly to begin

Great Idea, Poor Implementation

Feb 07, 2019
2/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: I like the idea, but that's it. I loved what the software said it would do-- it seemed like a silver bullet solution at the time.

Cons: The bugs. This idea needs a lot of work on implementation.

Overall: After we got past the initial stage, we ran out of space. Then we ran out of space again. Then, the dashboard told us that we had space, but we were getting error messages that we were out of space. Then, it got until my staff and I were receiving an error message every time we went to log into the online portion. The Quickbooks backup feature and the Docusign feature never worked. The Outlook plug-in was repeatedly stopped by Outlook for slowing it down. The support team is constantly backed up and you can expect very long wait times, but I'd imagine most of their customers are having the same issue. After the Docusign issue, we made the decision to pull our company and count our experience as sunk costs and a lesson learned. We quit using Smart Vault and switched to IntuitLink and Docusign proper (just in case anyone wants a better option here)

Easy to use and excellent storage

Mar 28, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: SmartVault is extremely user friendly, sets up your files in a very organized manner and makes it easy to share between accountant and his/her clients.

Cons: I have not encountered anything that I do not like.

Overall: Even with my first time of using this software, I had no difficulties in navigating it SmartVault is very organized and makes it extremely easy to share files/documents between two sources. Files can be uploaded or dragged into each file on SmartVault.

SmartVault

Feb 05, 2019
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money

Pros: If the software functioned as it should, it would be a decent document management software.

Cons: Problems with saving files on the server as opposed to the desktop of the user. Customer service, although friendly, was/is unable to correct the problem and does not respond in a timely manner.

Overall: I rely on this software to transmit, upload and store files for my clients. Instead of providing an efficient means of accomplishing this, the glitches in the software and the inability of the customer service team to assist me with these problems has very seriously negatively impacted my business. I would strongly recommend NOT buying this software.

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.