SmartVault

RATING:

4.3

(124)

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
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SmartVault Reviews

Overall Rating

4.3

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 124 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

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.

Mickele

Accounting, 1 employee

Used daily for less than 12 months

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:

4

EASE OF USE

4

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed September 2021

Not worth the effort or price

Even though I have had issues with the software and it does not meet all of my needs I likely would have renewed had they honored the agreement made when I signed up. You are required to have a minimum of 2 licenses and the agent I worked with was able to waive that requirement and I agreed to use the software as opposed to going with a different provider. They have now decided to unilaterally enforce the 2 licenses even though I was told my pricing would be locked in as long as I remained a customer. So due to the price, because it does not contain premium features, and the lack of integrity I would not recommend this software to anyone.

PROS

I like that the software does what it is supposed to (securely stores documents) but there aren't too many bells and whistles and a lot of it is very manual to do. I also like the DocuSign integration.

CONS

There are a lot of features missing and since they are now doubling the cost it is definitely not worth it. There is no way to securely request files from clients who do not have an account. They just barely added a document request feature which I will not be trying since I am not renewing. It is not intuitive to use for my clients and it does not integrate with my tax software. There is a feature to send tax organizers to all of your clients which would be useful if I could upload a template but that is not an option.

Reason for choosing SmartVault

It came highly recommended and due to the original pricing agreement, it was at an okay price point.

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

Maria

Accounting, 1 employee

Used daily for 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:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2021

Good service but it has become prohibited for a solo tax practitioner.

After the initial learning curve, it worked fine. It's a secure and efficient way to exchange and store client documents. The only reason why I didn't renew it is that the plan I was using was discontinued and I was put in a plan that had a minimum of 2 users. I was going to start paying 3 times more than the previous year's fee. They did some improvements but I didn't need those.

PROS

It is robust, well structured and secure.

CONS

I had a couple of glitches, I couldn't login in my account, and it was scary. I resolved it after a few days, trying many other things, including contacting customer support. I cleared the cache in my browser and I had access again. It was a steep learning curve for me. I was used to another client portal that had a modern look and this one looked a little outdated.

Reason for choosing SmartVault

Citrix was not tailored to my practice and SmartVault had a "Tax Professional" portal. I couldn't figure out how to tailor Citrix for my needs.

Reasons for switching to SmartVault

I needed more space that the former provider offered. In addition by picking different services I was going to save money from the all inclusive service I was on.