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.

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.

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.

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.

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.

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.

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

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.

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.

It is robust, well structured and secure.

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.