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 e...


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Supported Operating System(s):

Windows 7, Windows XP, Web browser (OS agnostic), Windows 8, Windows 10

98 Reviews of SmartVault

Average User Ratings

Overall

4.56 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(67)

67

4 stars

(19)

19

3 stars

(3)

3

2 stars

(4)

4

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 98 results

November 2020

Tracey from Tracey Dean Financial, LLC

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

November 2020

Chris from Envizage Ltd

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

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.

January 2021

Julie from Bridge Financial Strategies

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Customer support

1.0

Functionality

3.0

January 2021

Terrible customer service - no response during implementation

Just awful. The sales guy, [SENSITIVE CONTENT HIDDEN], was nice and promised such a great solution for us. However, the implementation team has completely dropped the ball and now we are stuck on January 28th not being able to send out tax organizers or engagement letters to our clients.

Pros

It seems like it would be a good solution, but we can't seem to get anyone to help up get our files migrated from Dropbox Business and help us work out integration with Drake Tax softward

Cons

No help and no ability to figure things out for ourselves. Our QuickBooks is also down due to this horrible implementation process where we can't get in touch with anyone at SmartVault.

Reasons for Choosing SmartVault

It seemed to offer a better solution for us. But, again, we can't even get started.

Reasons for Switching to SmartVault

We thought this would be more efficient and secure, but haven't even been able to use it due to our implementation being ignored by SmartVault.

Response from SmartVault

Replied February 2021

Hi Julie, Thank you for reaching out, we value your feedback! Our customer success team has informed us that you are back on track to getting your documents migrated. Again, we are sorry for the delay. Please don't hesitate to reach out for anything!

July 2020

Christos from Liondaris & Co

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

July 2020

Wouldn't use anything else

We are operating a paperless office and everything in the cloud, this is eco friendly as paper waste is minimal. Also all data is securely stored in a cloud so we do not have to worry about backups .

Pros

Possibly the most seamless cloud-based solution for accountants. There are a few ways to work with SmartVault depending on your circumstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC. SmartVault Portal You can use the portal in a web browser, this is fantastic if you are on the move and away from your usual machine when you need to access documents and all you need is an internet connection. Connected Desktop This would be used from your PC, this is where you can do tasks such as sending password protected documents, links to documents, or get documents signed by clients. SmartVault Drive This is simply a mapped drive from the cloud to your PC, it is so simple to use, where you can access files drag and drop documents in seconds. One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data.

Cons

Only con I have found, when getting documents signed by DocuSign using SmartVault, if you select one document to sign, then drag and drop other documents, only the original selected documents get updated in SmartVault, and then you have to update the signed documents manually via drag and drop.

Reasons for Switching to SmartVault

eFileCabinet kept on corrupting files when they were checked out. I use another accountancy practice package called TaxCalc which is compatible with SmartVault and that's the main reason why we moved over.

Response from SmartVault

Replied August 2020

Thanks for your review Christos! Great to hear you're finding SmartVault easy and seamless to use. I'll pass along your drag and drop issue to our developer team :) -The SmartVault Team

November 2020

Dawn from Powerful Accounting Inc

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

Reliable and Secure

I love the integrations. I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients.

Pros

I love that SmartVault can integrate with other software applications I use. The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure.

Cons

The website times out too often. Maybe I am not aware of being able to extend the time-out but that is definitely something that needs to improve. I also would like to see improvements in the mobile application.

Reasons for Choosing SmartVault

Sharefile operated in a standalone capacity and was difficult to maneuver compared to SmartVault.