SmartVault

RATING:

4.4

(123)

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...

Awards and Recognition

FrontRunner 2021
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

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: 

$28.00 per month

Free trial: 

Available

Free version: 

Not Available

SmartVault customizable two-factor authentication

SmartVault Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for SmartVault

1 - 5 of 123 Reviews

Tammy

2 - 10 employees

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.

OVERALL RATING:

5

Reviewed July 2021

Smartvault is aweome

Jeremy

Accounting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

We 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.

CONS

I 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

It is great for securely sharing financial reports.

CONS

There 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

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

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.

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

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed November 2020

Easy and effective document management system

PROS

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.

CONS

The 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.