# SmartVault Software Reviews, Demo & Pricing - 2026 > Review of SmartVault Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/file-sharing/smartvault-profile --- [Home](https://www.softwareadvice.com/) / [File Sharing Software](https://www.softwareadvice.com/file-sharing/) / SmartVault Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/file-sharing/smartvault-profile/reviews/)[Alternatives](https://www.softwareadvice.com/file-sharing/smartvault-profile/alternatives/) # SmartVault 2026: Benefits, Features & Pricing Wondering if SmartVault is right for your organization? Our File Sharing Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview SmartVault 4.3 [(137)](https://www.softwareadvice.com/file-sharing/smartvault-profile/reviews/) Pricing Starting at $70.00 per month ### 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 CCPA, GDPR, SEC, GLBA, FINRA and other legal and industrial standards. SmartVault facilitates integration with various third-party applications like Salesforce, Hubdoc, TaxCalc, Xero, FreshBooks, Method CRM, Microsoft Outlook and more. It is available on annual/monthly subscriptions and support is extended via phone, email, FAQs and other online measures. Wondering if SmartVault is right for your organization? Our File Sharing Software selection experts can help you in 15 minutes or less. ## SmartVault User Interface ## Popular SmartVault Alternatives Main Product SmartVault 4.3 [(137)](https://www.softwareadvice.com/file-sharing/smartvault-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 3.98Value for money - 4.10Customer support - 4.18Functionality Pricing Starting at $70.00 per month Get Price Alternative Product [Google Docs](https://www.softwareadvice.com/cms/google-docs-profile/) 4.7 [(29006)](https://www.softwareadvice.com/cms/google-docs-profile/reviews/) Ratings Breakdown - 4.69Ease of use - 4.78Value for money - 4.35Customer support - 4.51Functionality Pricing Starting at $6.00 per month Get Price Alternative Product [Google Drive](https://www.softwareadvice.com/cms/google-drive-profile/) 4.8 [(28513)](https://www.softwareadvice.com/cms/google-drive-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.72Value for money - 4.39Customer support - 4.63Functionality Pricing Starting at $7.00 per month Get Price Alternative Product [Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/) 4.7 [(17585)](https://www.softwareadvice.com/marketing/google-workspace-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.59Value for money - 4.27Customer support - 4.63Functionality Pricing Starting at $7.00 per month Get Price Alternative Product [OneDrive](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/) 4.5 [(12738)](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.37Value for money - 4.21Customer support - 4.37Functionality Pricing Starting at $1.99 per month Get Price Alternative Product [Microsoft 365](https://www.softwareadvice.com/productivity/microsoft-365-profile/) 4.6 [(14100)](https://www.softwareadvice.com/productivity/microsoft-365-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.34Value for money - 4.26Customer support - 4.61Functionality Pricing Starting at $6.00 per month Get Price ## SmartVault Pricing and Plans Starting price: $70.00 per month Free Trial Free Version Business Pro $70.00 per user, per month Plan includes: - Unlimited Storage - Unlimited Clients - Unlimited Users - Branded Client Portal - Client Document Management - Protected File Sharing - Mobile Access - File Versioning Accounting Pro $75.00 per user, per month Plan includes: - Email Capture - Full Text Search - Activity Log - User Permission - Centralized Document Repository - Open API - Two-Factor Authentication - HIPAA Compliance Accounting Unlimited $100.00 per user, per month Plan includes: - Send Quotes & Estimates - Customizable Folder Templates - PDF Editing - Audit Logs - Access Control - Secure Payment Processing - Reusable Templates - On-demand Training Portal Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## SmartVault Features - Popular features found in File Sharing Access Controls/Permissions Alerts/Notifications Content Management Document Storage Drag & Drop Encryption Mobile Access Real Time Synchronization Search/Filter User Management Version Control - More features of SmartVault Activity Dashboard Activity Tracking API Approval Process Control Archiving & Retention Audit Trail Authentication Business Process Automation Client Portal Collaboration Tools Compliance Management Compliance Tracking Contract/License Management Customizable Branding Customizable Dashboard Customizable Forms Customizable Templates Data Import/Export Data Security Document Automation Document Capture Document Check-In/Out Document Classification Document Management Document Review Electronic Signature Email Management File Management File Sharing File Transfer For Legal Professionals Forms Management Full Text Search Optical Character Recognition Progress Tracking Real-Time Data Real-Time Notifications Role-Based Permissions Secure Data Storage Self Service Portal Task Management Template Management Third-Party Integrations Two-Factor Authentication Workflow Configuration Workflow Management ## SmartVault Integrations FreshBooks Integration rated undefined from -1 review Xero Integration rated undefined from -1 review Acctivate Inventory Management Integration rated undefined from -1 review Tallie Integration rated undefined from -1 review Hubdoc Integration rated undefined from -1 review Method CRM Integration rated undefined from -1 review See all 16 integrations ## SmartVault User Reviews Overall Rating 4.3 Ratings Breakdown 5 60% 4 22% 3 9% 2 6% 1 3% Secondary Ratings Ease of Use 4.2 Value for money 4.0 Customer support 4.1 Functionality 4.2 VR Verified Reviewer Entertainment Self-Employed Used weekly for more than 2 years Review source Reviewed March 2026 A Little Less Smart, But Much More Vault 3 Previously 4 Overall, SmartVault is mostly the same for me, with the core tenet of file storage and transfer at the forefront. However, they seemed to have made organizational aspects a bit more muddy recently. Ratings Breakdown 3 Ease of use Previously 4 4 Value for money 3 Customer support 4 Functionality Previously 5 Pros: I like that I can collaborate with other professionals in a friendly, user-centered environment with little clutter or distraction. Cons: Now, I feel that SmartVault may have dipped in quality, especially given that documents take longer to upload, and connectivity issues as well as organizational technicalities detract from the experience in a frustrating way. Read More MA Maria A. Verified reviewer Accounting Self-Employed Used daily for less than 2 years Review source Reviewed December 2021 Good service but it has become prohibited for a solo tax practitioner. 4 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. Ratings Breakdown 3 Ease of use 3 Value for money 5 Customer support 4 Functionality 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. Reasons 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. Read More RR Robert R. Verified reviewer Accounting Self-Employed Used weekly for less than 12 months Review source Reviewed March 2025 Do your homework before you subscribe to SmartVault 2 I attended a seminar with well-know tax attorney. I've attended many of his CPE seminars and I decided to give it a try because that's what I have been looking for. I'm a one-man CPA practice, specializing in tax matters. I figure that this system could save me time and facilitate several functions with my clients, just as they advertised using the testimony of the attorney. The problem is the implementation of the software. The onboarding training for me was horrible. The coach assigned to me for 6 or 7 1-hour sessions of training was clueless. At times, he would spend the entire hour figuring out how to do things in the software and calling other people. They don't give you some kind of a user manual for quick reference. Instead, they have a knowledge-based library on their website to answer questions, but it's not organized in an intuitive manner. After I went through the entire 7 sessions, I was lost. I'm a CPA, but I've always loved computers. I built my own computers. I sought more assistance, but it was like a piecemeal approach and I had a list of significant issues that had not been resolved. That's when I had to reevaluate the value of having such software. I asked myself these couple of questions: Is the software really going to save me time in my practice? Are my clients going to be able to learn how to access their vault and be able to learn DocuSign and other features of the software? The answer to both was "NO." In order to make this software operational, each firm would have to have a person dedicated to handling the software and interacting with clients on a full-time basis. The cost is also a bit ridiculous because I only needed one license, but they make you buy two licenses. They lure new clients with their presentation, which is impressive, and use well-known tax professionals to advertise the software, but it is a big disappointment when you dive into it. I was able to achieve the same results by using the software I had been using for years to manage documents (Filecenter) and Google Workspace, at a fraction of the cost of SmartVault. Another problem they have is the amazing turnover of employees. I had to go through 2 or 3 people who were going to be my onboarding coach before finally ending up with the one that was clueless and a waste of time and money. I should have read some reviews about the software before getting into it. Also, when I called them to let them know I was not going to renew this software, they practically didn't care that much or even ask me what had happened. Ratings Breakdown 2 Ease of use 2 Value for money 3 Customer support 2 Functionality Pros: The platform looks promising and the concept is great. The fact that you can have everything secured in the cloud and accessible from everywhere is attractive. Cons: The onboarding training is extremely deficient. They don't provide a user guide that you could use for a quick reference. The onboarding person (coach) gives you about 6 or 7 1-hour sessions. The software can be a little bit difficult to navigate. You will have 3 icons on your desktop. At times, it's rather confusing which one to use. The settings could be quite hidden. Functionality is not as they advertise. Reasons for switching to SmartVault Because of the cloud-based feature and automation. Read More MN Mickele N. Verified reviewer Accounting Self-Employed Used daily for less than 12 months Review source Reviewed September 2021 Not worth the effort or price 4 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. Ratings Breakdown 4 Ease of use 1 Value for money 1 Customer support 3 Functionality 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. Reasons for choosing SmartVault It came highly recommended and due to the original pricing agreement, it was at an okay price point. Read More CB Chris B. Verified reviewer Accounting Self-Employed Used daily for less than 12 months Review source Reviewed November 2020 Well packaged Document Management System, well presented! 5 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. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 5 Functionality 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. Read More TF Tim F. Verified reviewer Accounting 11-50 employees Used daily for more than 2 years Review source Reviewed August 2024 Too many Cons, not worth the value 1 SmartVault is well intentioned, but misses the mark. The program has the following issues: - Slow. The connected desktop takes painstakingly long to refresh when looking for client data. And when you sometimes have to cross-reference info, it can be very annoying. - Expensive. When we first purchased smartvault, we went with the basic plan. 2 years later they discontinued the plan, and we were forced to spend 1.5x as much for widgets and features that we still don't use. Since we had JUST moved all our clients to that portal it seemed like it'd be a mistake to have to move them to another program immediately. It almost felt like extortion. - Although we've been using smartvault only for about 5 years, they've already changed the layout and look for the online portal several times. I see something completely different than certain coworkers and clients. It's almost as if they only got halfway with this cosmetic transition, then got distracted by other things like a neurotic puppy. - Their support is hit or miss. However, when it's a miss, its a dangerous miss. We had an issue where we couldn't access a clients file. Tech supports solution? Delete everything in the file. They didn't ask before they did this. This included efile forms and copies of returns, now making us non-compliant with the IRS. For an accounting tool, this is a big deal. - Constant glitches. I keep local copies of excel files because I do not trust SmartVault to keep live files safe. Which completely defeats the purpose of a program like this. There are a myriad of other issues. There are positive things about smartvault, but none of which justify the price. If they made a desktop, non-portal version of the program that simply integrates with Lacerte like DMS use to do it'd be much better. But then they couldn't gouge you for all your worth every year on a subscription model, so they wont do that. Ratings Breakdown 1 Ease of use 1 Value for money 2 Customer support 2 Functionality Pros: The front end for clients, many of whom have multiple entities, is very beneficial. Cons: Overly expensive for a product that doesn't deliver. Reasons for switching to SmartVault DMS was discontinued so we were forced to move. Vendor Response Thank you for your detailed feedback about SmartVault. We genuinely appreciate your honesty and take your concerns seriously. We understand the frustrations you've experienced with pricing changes, support, and technical issues. These points are crucial for our improvement, and we're committed to addressing them. We'd like to connect with you directly to address these concerns, discuss your firm’s needs, and share our recent product updates and upcoming enhancements. Since we have no way to identify or contact you, please contact our team at help@smartvault.com. We're dedicated to resolving your concerns and ultimately earning your trust in SmartVault. Thank you again for your review. We are committed to continuous improvement and value your business. Replied August 2024 Read More MS Mila S. Verified reviewer Accounting 2-10 employees Used weekly for more than 2 years Review source Reviewed December 2021 Only document storage and not the best one 3 The software is only document storage and not the best one. It is supposed to integrate with Intuit tax software (Prosystems, etc.), but if you use something different (I am on CCH), you are out of luck. Customer service is horrible and not worth the time you spend contacting them. Please read my Cons section for more impressions. Ratings Breakdown 2 Ease of use 1 Value for money 1 Customer support 2 Functionality Pros: They promise many good features, but only a few of them actually work. Cons: I was originally on the tax-pro subscription for $360/year for several years. They canceled the tax-pro plans and charged my credit card $112 just for the month of November. It is almost four times the price and not something I would pay for this software. The change of plan was not communicated clearly, the specific date of change was not communicated at all, and now customer service tells me that refunds are outside of their policy even though I cancelled SmartVault immediately. There are more cons than pros to this software. My customers were receiving upload notifications after a three-week delay, which created a lot of confusion. The software was not intuitive to the customers. Individual files had to be made accessible to them even when uploaded to an already accessible folder, which was a complete waste of time and another source of frustration. Sometime last year, SmartVault had a hiccup and resorted our filing system, e.g., files from 2017 folders were randomly moved to different folders, etc. DocuSign integration worked in about 30% of the time; in most cases, I would get a file error and go directly to the DocuSign website, which defeats the purpose of this integration. I had contacted customer service for each of these issues and received no help. They now require a minimum two licenses regardless of whether you are a single-member firm. Reasons for choosing SmartVault Only because of the original pricing of $360/yr, which now has been tripled. Read More VR Verified Reviewer Accounting 11-50 employees Used weekly for less than 2 years Review source Reviewed January 2026 All in one place 4 Overall, I would say that smartvault was helpful in being able to keep everything I needed for information and organization all in one place. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: SmartVault allowed everything to be in one place and had a desktop app as well that made it convenient to open. Cons: Sometimes it was a little cumbersome and a little slow, I think the flow of smartvault could've been a little more user friendly. Read More FM Freyxa M. Verified reviewer Mental Health Care 201-500 employees Used weekly for less than 6 months Review source Reviewed June 2025 documentation key 3 Its a really good software, but you will need more guidance than supposed to be able to have a good work with it Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: It has been good at helping the team move to a more paperless and physical "enviroment", lots of great features and awesome support Cons: The onboarding and implementation of the software can be really tedious and if not settled corrected can violate regulations Reasons for choosing SmartVault This other software is not as user'friendly Read More uw ute w. Verified reviewer Accounting 2-10 employees Used daily for less than 2 years Review source Reviewed December 2024 not user friendly 3 somewhat disappointed since it was not very easy to communicate with clients. Ratings Breakdown 1 Ease of use 2 Value for money 2 Customer support 1 Functionality Pros: the security of the program for all users Cons: it was very difficult for most of my clients, not user friendly Vendor Response Thank you for your honest review! We're glad to hear you value our robust security features and are sorry your clients found the platform challenging to use. We'd love to help make things easier - our team offers 1-on-1 SmartHour training sessions that have helped many clients get comfortable with the platform. Please email customersuccess@smartvault.com to schedule your SmartHour so we can personally assist you! Your feedback helps us create a better experience for everyone. Replied December 2024 Read More Showing 1 - 10 of 137 Reviews [See All Reviews](https://www.softwareadvice.com/file-sharing/smartvault-profile/reviews/) ## SmartVault Popular Comparisons [Google Docs vs SmartVault](https://www.softwareadvice.com/cms/google-docs-profile/vs/smartvault/)[Google Drive vs SmartVault](https://www.softwareadvice.com/cms/google-drive-profile/vs/smartvault/)[Google Workspace vs SmartVault](https://www.softwareadvice.com/marketing/google-workspace-profile/vs/smartvault/)[OneDrive vs SmartVault](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/vs/smartvault/)[Microsoft 365 vs SmartVault](https://www.softwareadvice.com/productivity/microsoft-365-profile/vs/smartvault/)[Microsoft SharePoint vs SmartVault](https://www.softwareadvice.com/cms/microsoft-sharepoint-profile/vs/smartvault/)[Dropbox Business vs SmartVault](https://www.softwareadvice.com/file-sharing/dropbox-profile/vs/smartvault/)[Docusign vs SmartVault](https://www.softwareadvice.com/compare/154759-smartvault/vs/367901-Docusign/)[Box vs SmartVault](https://www.softwareadvice.com/cms/box-profile/vs/smartvault/) [Compare All Alternatives](https://www.softwareadvice.com/file-sharing/smartvault-profile/alternatives/) ## Other Top Recommended File Sharing Software [Revver](https://www.softwareadvice.com/cms/revver-profile/) **4.4** (964) Recently recommended **10** times [Contentverse](https://www.softwareadvice.com/cms/contentverse-profile/) **4.1** (19) Recently recommended **8** times [M-Files](https://www.softwareadvice.com/product/433195-M-Files/) **4.4** (275) Recently recommended **1** times [Mango Practice Management](https://www.softwareadvice.com/bpm/mangobilling-profile/) **3.8** (60) Recently recommended **1** times Stuck Between Options? 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