SmartVault Software

SmartVault Software

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FrontRunners 2021

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About SmartVault

SmartVault is a document management software that enables businesses across various industry verticals such as construction, financial, accounting, and manufacturing handle sharing and storage of documents in a centralized repository. Organizations can design a personalized portal with custom logos to establish brand identity with clients. SmartVault includes custom workflows, which allow enterprises to automate uploading, scanning and distribution of documents with internal and external stakeholders. It offers numerous features such as two-factor authentication, drag-and-drop capabilities, file versioning, payment processing, full-text search, collaboration management, electronic signature capturing and more. Additionally, administrators can ensure compliance with...

SmartVault Pricing

SmartVault offers a free trial, after which it is available on monthly and annual subscriptions. Details include: Standard (minimum 5 users) - $28/user/month or $20/user/month (billed annually) Business Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) Accounting Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) Enterprise - (minimum 10 users) - Contact SmartVault for details

Starting price: 

$20.00 per month

Free trial: 

Available

Free version: 

Not Available

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SmartVault customizable two-factor authentication

SmartVault User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4

Customer support

4

Functionality

4.5

Showing 1 - 5 of 111 reviews

Tammy

Company size: 2 - 10 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

July 2021

Smartvault is aweome

Tracey

Verified reviewer

Company size: 501-1,000 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2020

Awesome to add to my tech stack

My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome. My clients find it easy to work with .

Pros

It's an easy way to securely hold all of my clients documents. I LOVE that it works well with docusign. My clients find it easy to use.

Cons

If you cannot get in touch with customer service (everyone is busy!) they have FAQ's that I easily found what I was looking for!

Reasons for switching to SmartVault

My compliance department.

Chris

Company size: 1 employee

Industry: Accounting

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

November 2020

Well packaged Document Management System, well presented!

Overall, I have been very impressed by SmartVault. 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 around as I provide payroll services, but often I would get an email from the client saying not received or can't access. SmartVault integration has been very easy and clients have embraced - I think that for many it looks like IE tree set up for navigating makes it easier and that a desktop version is available for their use - a feature taken away by Microsoft - they feel they have greater control too. The current global pandemic has meant that the software has been a god send in maintaining client relations and service provision. I am pleased to have moved over and would recommend.

Pros

- Very user friendly and easy to navigate - Easy to set up and invite clients and give the appropriate access according to their status i.e. full for the company director down to folder or file specific - Easy to upload documents and great that it has a desktop version in addition to the online version. Clients like the Apple integration and the fact it works happily with MAC's as comfortably as non-MAC Windows PC's - Good support, though confusing when you get a US number for someone who lives in India to assist! - I'm a UK based company - Free set up and training assistance including full run through of the software - Unlimited Companies - Free access for clients - Templates for Accounts/Payroll etc save a lot of time for setting up year on year

Cons

- Integration with Outlook - this is hit and miss if it works and mine doesn't meaning I can't link email in - have been advised it is due to not having the full office suite, though I have and it still wouldn't integrate - A little expensive compared to other products, but it was best fit for the business

Reasons for switching to SmartVault

Sharepoint kept falling over and files would disappear or not be available.

Nic

Company size: 2-10 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

Great Software for Users and Clients

Excellent. Customer support is always easy to speak with and the software is a great fit for our company.

Pros

Simplicity for our internal users and our clients. Easy to organize files neatly in their respective folders for a clean presentation for clients.

Cons

Software still needs some small tweaks, but overall, I believe the developers put their hearts into the projects. Seems like any time there is something in the software that I think needs to be addressed, the staff comes out with an update and fixes it.

Ryan

Company size: 2-10 employees

Industry: Accounting

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
2

Value for money

out of 5
1

Customer support

out of 5
4

Functionality

out of 5

May 2022

Customer service is terrible and getting worse

It started off well for the first year. It's gotten progressively worse with bugs and software issues. The customer service went from good the terrible.

Pros

Works with Intuit tax prep software and DocuSign

Cons

The customer service is awful. You will often be ignored. When someone looks into an issue, the tendency is to blame Windows, Outlook, or any product other than SmartVault. To date, the issue has always been with SmartVault.

Reasons for switching to SmartVault

The ability for SmartVault to connect with Intuit products and DocuSign

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