All SmartVault Reviews
1-25 of 123 Reviews
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Tammy
2 - 10 employees
Used less than 2 years
OVERALL RATING:
5
Reviewed July 2021
Smartvault is aweome
Jeremy
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Excellent portal for Intuit tax users
I haven't used other portals, but researched several and think that Smartvault is likely the best standalone portal for Lacerte/ProSeries users. Overall a great experience and can't imagine life before Smartvault.
PROSWe started using Smartvault for our small firm four years ago. It has been great at helping us move to a more paperless environment. The best feature is the tight integration with Lacerte (it also integrates with ProSeries). If you print returns from Lacerte you can choose Smartvault and the returns go straight to the correct folders so you can save a copy and the clients have a copy. There's also good integration with scanners. The connected desktop app is great to use. The client facing portal was previously clunky but much improved this year. The software is quite easy to use and relatively affordable. When we've had issues support is helpful at resolving.
CONSI wish there was a way to make a request from a client for a specific document like more modern practice software has. Wish accounting folder templates were included in the "tax plan" at the same price...doesn't seem like that feature should cost extra. This year we decided to add workflow management and I looked at competitors like TaxDome/Canopy which offer a lot in one but in the end have added Karbon through IPM. I must say however that TaxDome seems to offer a ton at a much better value than Smartvault. Would love to see Smartvault get to that point and would gladly pay more to include other features. E-signatures are just ok, we got a trial to use some free this year but without KBA. The price for the e-signatures especially with KBA is too high and we're going to use Intuit's e-signature product going forward.
Reason for choosing SmartVault
Integration with Lacerte
Kristi
Accounting, 1 employee
Used monthly for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
5
Reviewed November 2020
Much to learn
I mainly use SmartVault for storing and sharing financial reports and other files that need to be safely sent to/from my clients. The user interface is professional looking and a step up from what I was using. At some point I need to take the time to meet with someone and really gain a better understanding of how some of the features work.
PROSIt is great for securely sharing financial reports.
CONSThere is a pretty big learning curve to the software.
Reason for choosing SmartVault
SmartVault was highly recommended by my peers
Reasons for switching to SmartVault
I have more confidence in the security of SmartVaut and it is also has a more professional appearance.
Julie
Financial Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed 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.
PROSIt 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
CONSNo 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.
Reason 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.
Vendor Response
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!
Replied February 2021
Daniel
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed November 2020
Easy and effective document management system
I use this software on a daily basis since all our documents are stored on it. Thus, I am constantly "checking out" and "checking in XL and PDFs. Once I am done working on something I just save it, close it, and ot automatically is updated and checked back in to the software storage.
CONSThe one thing that would be nice to have (which I was able to do with our prior software filing system) is to be able to "check out" a document in a "view only" manner. Technically, of someone else has already checked out a document and you subsequently check out the same one, this is what happens to your version, but if you want to do this with an unchecked out file, you cannot. This would be helpful for cases that you know you do not want to have any changes made to a file but still want to view it. It would allow a peace of mind knowing that you are not going to accidently change anything.
Lydia
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2020
SmartVault used everyday
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 Management System and they partnered with SmartVault, you could say I grew up with SmartVault, over the years they have added additional features to enhance and not only allow me to be paperless but now automated too.
PROSLove the integration with my tax software, ProSeries and also DocUSign which I depend on immensely. With the Pandemic and having to social distance this ability allowed me to continue to work and stay in business.
CONSdifficult to understand how to set functions up and utilize the more advanced features
Reason for choosing SmartVault
Integration with ProSeries
Reasons for switching to SmartVault
no choice, they stopped making it for a year or two, when they brought it back I stayed with SmartVault
Jessica
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed December 2021
Great Idea not the best implementation
It was great at the beginning but having a lot of customers to migrate was kind of a headache and not so easy to use for my liking
PROSIs a good concept, nice storage capabilities
CONSnot so easy to implement, did not like that is kind of confusing to use
Reason for choosing SmartVault
It was the cheapest and looked really nice at the beginning.
Reasons for switching to SmartVault
I was looking for something more secure but as easy as one drive.
JERRY
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
Highly reccomend SmartVault
We use to use Lacerte DMS. It was a nightmare. Always having to reformat and things kept in diff folders. Data was not easily found either. With SV connected desktop software we can find any client easily.
PROSWe love how SmartVault is integrated with Intuit/Lacerte. It makes our lives simple, efficient, and stress-free.
CONSin mid-2019 SV did an update that made uploading files more stable and faster. Since then I honestly have no complaints. We upgraded our internet speed for faster uploads and using SV is just a breeze. I did think of one issue, but I do not know if the problem is Lacerte's fault or SV? Sometimes a client may already be in SV with years of historical data, but SV will create a new folder for that client under their Lacaerte client ID? So a duplicate of sorts. I have not found a consistent pattern and never complained because it's rare and random.
Reasons for switching to SmartVault
To upgrade
Sibylle
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Could not run my bookkeeping practice without it.
Thanks to SmartVault, it's easy for my clients to provide me with the data I need to keep their books, and I can answer almost any question they have for me quickly and easily. I started off receiving statements by email. I've left that M.O. behind forever.
PROSBookkeepers depend on bank and credit card statements, payroll reports and other documents to do their work. Smartvault makes it easy for me to get these documents from my clients and to keep them easily findable as needed. Without Smartvault, I think my daily stress levels would be 100 percent higher and I could not have grown my business to the extent that I have.
CONSThe fact that I need to switch "views" to get certain jobs done.
Reason for choosing SmartVault
Pricing was reasonable and it's specifically designed for use by finance professionals.
Steve
Verified reviewer
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2017
Smooth link to Lacerte but could use improvement on links to clients
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.
PROSWhat 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.
CONSSending 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.
Georgia
Verified reviewer
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Consistent and Cheaper than other options out there
Overall I am very happy with the service for the price.
PROSIt is consistent across the many years we have used it at my small account firm. It is a cheaper options for delivering our tax returns to our clients.
CONSWe have some issues with permissions on our end and on the client end that requires some troubleshooting and frustration.
Reason for choosing SmartVault
PRICE!!!
Beth
Financial Services, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Excellent Secure Storage Software
I love how easy this software is to use! We first started using it when i had a chromebook, so i was even more impressed when i got a normla laptop and could use the desktop app for saving/downloading files! It gives our clients a sense of security, and it's very easy to set up a folder structure, add engagements, and invite clients to use it!
CONSMy number one complaint is that you cannot edit documents in Smartvault. 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
Reason for choosing SmartVault
The price was cheaper
Reasons for switching to SmartVault
Drive is not as secure
ANASTASIA
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed February 2020
AWFUL CUSTOMER SUPPORT
We started using smartvault about 3 years ago and it is a great software/cloud organization for an accounting practice UNTIL something goes wrong. The customer service is terrible, the wait to talk to someone could take hours and they would promise a call back but it wouldn't happen. So you call back, get another promise and it doesn't happen again. In the meantime, your whole workflow is suffering. It has been a month and I am still waiting...
PROSconvenience of having all the documents in one place, organized
CONSUNRELIABLE, make sure you backup your data, but most importantly, TERRIBLE CUSTOMER SUPPORT.
Reasons for switching to SmartVault
Liked the options offered
Vendor Response
Hello Anastasia! Thank you for taking the time to submit your feedback. We are so sorry that this has been your experience with SmartVault and that it had taken so long for someone to get back to you. Our support team confirmed they were able to resolve your issue on 2/6. If there is anything more needed, please do not hesitate to let us know. All the best! - The SmartVault Team
Replied February 2020
Joe
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
Great integration with our tax software
The cloud software has been great at moving our firm from the back office server environment to the cloud.
PROSThe features most liked about SmartVault for us has been the ease of initial installation, the integration with our Intuit ProSeries Software and how it has helped our office move to the cloud for a safe secure location for our data.
CONSThe folder setups for multiple clients could stand to be easier. Seems like we've been having most issues in how to set up engagement folders that are not pre-formatted. Also the price is not incredibly cheap for us, but due to integration don't have much choice.
Reason for choosing SmartVault
Not really another viable choice considering our needs.
Reasons for switching to SmartVault
ProSeries stopped making DMS and recommended we try SV.
Heather
Libraries, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
FUNCTIONALITY
3
Reviewed February 2023
Functional software but outdated and difficult design and features
Overall, SmartVault serves its purpose with our organization, for sharing bank documents with our accountant and providing employee benefit enrollment documents to the correct managers while protecting sensitive information such as social security numbers and health records. We would use it for all accounting document sending, including scanned invoice transfer, if the site were more up to date and easy to use. As it is, it is far easier to drag and drop scans into our email provider than into SmartVault. It is useful for its intended functions but design and UX prevent it from being a mainstay of our entire accounting process.
PROSSecure file sending, Protecting sensitive bank and employee data, secure storage location with trusted provider, access for all necessary admins, two-factor authentication for sign in.
CONSDrag and drop uploads are not intuitive. Requires several clicks to reach location to upload. Add button at top is not an upload feature but pins folders to taskbar. Design of home portal is outdated/not intuitive to use. Two factor authentication not required on each sign in/uses email only rather than options for text code.
Stacey
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2020
So Glad to be Paperless
My experience has been great. Set up went good and it was pretty easy to use
PROSAll my files are available to me no matter where I am working from. Has saved our butts during covid
CONSSometimes it is hard to get through to support when working long tax session hours
Reason for choosing SmartVault
Price and ease of use
Amanda
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
I would recommend
Works very well once your comfortable with the software and are able to teach your clients how to use it.
PROSI have been very satisfied with smart vault. It allows us to organize, archive, & share documents securely for a large amount of client files. You can access docs easily while out at a client or while working from home.
CONSIntegration was a little tough until we got the hang of it.
Sherry
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed November 2020
Easy to Use & Cost Effective
I love being able to download multiple documents at one time.
CONSI haven't been able to find a direct link to resend an activation email. For instance when you set a guest user they receive an email to activate and create a password. A lot of times, guests lose the email and need do not activate it right away. We then have to delete the guest user and recreate, instead of just sending a new link.
Kimberly
Accounting, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
We are please with Smart Vault
Smart Vault allows us to securely provide tax information, payroll information, reports, etc. to our clients and employees working from home. It has been a wonderful tool to share information with our clients during these difficult times. Most clients find it easy to upload their documents. No more worry of their information getting lost in the mail.
CONSStill learning some of the features, not sure if it is Smart Vault or because we just don't have the time to dig into learning the program completely.
Merle
Medical Devices, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed November 2020
Great Software for Central Document Storage
I work with a team of six who are in remote locations. With SmartVault, we all have access to photos, videos and document, and I can always be sure I'm using the most updated material. It is easy to file, upload and take information I need without having to store it locally on my system. This ensures I have the most updated information and I'm not using memory for something I don't need to store.
PROSThe system is easy for the team to store and share documents. The sign-in is quick and secure, uploads or downloads are fast, and it keeps everyone "on the same page," even when working remotely.
CONSIt doesn't work well as a "z" drive, so I tend to use it "in the cloud." I've never been able to sort it out, so I just found a workaround.
Katie
Financial Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2020
Makes Working With a Team Easy
My firm relies heavily on team work, and SmartVault helps us do so securely. 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 product, when our office needed to immediately work from home, we did not flinch.
CONSIt can take a bit to load certain aspects of this software. Also, not every client is keen on using yet another "vault".
Raissa
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
Smartvault
Overall, it is a great document management system, clients also seem to like it
PROSEasy to navigate and upload documents, manage clients. Easy set up for customers
CONSSome features like deleting email can be difficult if not done properly, the software freezes a lot during tax season
Hita
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
Smartvault
Great Customer Service. Many years ago we switched from Filecabinet CS. Happy with portal. Accessible from any where.
PROSConnected Desktop features. On portal you can open up multiple clients
CONSCannot open multiple clients on Desktop at the same time
Carla
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Overall good product
It is easy to upload and store documents from SV. It is a bit cumbersome to set up new clients.
PROSIt links easily to our tax software and other programs.
CONSI wish there was an overall document search from the main clients page.
Miki
Public Safety, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
I love SmartVault
The fact that my clients can use this software as well. I can email a link for my clients to look at their financials securely.
CONSNothing to complain about. I love everything about the software