SmartVault Pricing, Features, Reviews & Comparison of Alternatives

SmartVault

Document sharing and collaboration management software

3.8/5 (20 reviews)

SmartVault overview

What is SmartVault?

SmartVault is a document management software designed to help accounting, financial, retail and franchise, construction, and manufacturing businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

SmartVault’s white-labeling capabilities allow enterprises to personalize the portal with custom logos and establish brand identity with clients. Users can create multiple folders to scan, store, and organize digital documents in a centralized repository for future reference. It offers a host of features such as email notifications, file versioning, automatic file lock, full-text search, two-factor authentication, payment processing, drag-and-drop interface, and more. Administrators can also establish custom workflows to automate scanning, uploading, and distribution of files.

Businesses can use the built-in e-Signatures functionality to capture electronic signatures from multiple clients and receive notifications in real-time. SmartVault supports integration with a variety of third-party applications including TaxCalc, QuickBooks, Lacerte, FreshBooks, Xero, Ledgersync, Salesforce, and more.
www.smartvault.com

Pricing

Starting from
$20/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, United Kingdom

Supported languages

English
SmartVault screenshot: SmartVault configuring two-factor authenticationAccessing the SmartVault Online PortalSmartVault screenshot: SmartVault custom templatesSmartVault screenshot: SmartVault file and folder management SmartVault screenshot: SmartVault homepage

SmartVault user reviews

Value for money
Features
Ease of use
Customer support
  3.4
  3.6
  3.9
  3.5
Christos Liondaris

Wouldn't use anything else

Used daily for 6-12 months
Reviewed 2020-07-30
Review Source: Capterra

We are operating a paperless office and everything in the cloud, this is eco friendly as paper waste is minimal. Also all data is securely stored in a cloud so we do not have to worry about backups .

Pros
Possibly the most seamless cloud-based solution for accountants. There are a few ways to work with SmartVault depending on your circumstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC. SmartVault Portal You can use the portal in a web browser, this is fantastic if you are on the move and away from your usual machine when you need to access documents and all you need is an internet connection. Connected Desktop This would be used from your PC, this is where you can do tasks such as sending password protected documents, links to documents, or get documents signed by clients. SmartVault Drive This is simply a mapped drive from the cloud to your PC, it is so simple to use, where you can access files drag and drop documents in seconds. One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data.

Cons
Only con I have found, when getting documents signed by DocuSign using SmartVault, if you select one document to sign, then drag and drop other documents, only the original selected documents get updated in SmartVault, and then you have to update the signed documents manually via drag and drop.

Response from SmartVault


Thanks for your review Christos! Great to hear you're finding SmartVault easy and seamless to use. I'll pass along your drag and drop issue to our developer team :)

-The SmartVault Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Steve Steward

Smooth link to Lacerte but could use improvement on links to clients

Used daily for 2+ years
Reviewed 2017-11-07
Review Source: Capterra

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.

Pros
What 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.

Cons
Sending 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Leanna Stanhope

SmartVault is a decent software that has many good features.

Used daily for 2+ years
Reviewed 2018-04-04
Review Source: Capterra

Access to client documents. Ease of use. Availability to store documents remotely.

Pros
You access information anywhere that you have an internet connection. Ease of Use. Compatible with multiple software and operating systems.

Cons
Glitchy at best. It gives lots of error message. Some valid, some not. Site tends to go down during periods of heavy traffic. That is a big problem, because often times those are during the hours when you need to access.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Liz Goodwin

SmartVault

Used daily for less than 6 months
Reviewed 2020-06-18
Review Source: Capterra

Making my life alot easier now it is all set up. Work smarter and not harder.

Pros
I am very pleased at the ease of which this integrates with my Accounts software making keeping clients documentation safe and provides clients the ability to securley send paperwork to me. It did take me a hour or so to get my head around setting everything up but [SENSITIVE CONTENT HIDDEN] my Customer Success Manager has been brilliant in assisting me and answering all my questions. So far this has stremlined alot of processes and removed the need for lots of printing!

Cons
It would be nice to be able to set up a client in the desktop module as well as the online portal.

Response from SmartVault


Thank you for your review Liz! We're glad that using our integrations has helped you save time, and good to hear our customer success team have been so useful in getting you started :)

-The SmartVault Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Eric J. Nisall

A decent option for a client portal system

Used weekly for 2+ years
Reviewed 2019-04-30
Review Source: Capterra

Pros
The ability to map the system to your hard drive and use the portal as a virtual drive locally is a huge boost to productivity. You can send custom messages with the file notifications which is a nice little touch. Many integrations for email/accounting software and features for storing, transferring, signing and more functionality.

Cons
Mac users are left out in the cold. The pricing is rather high if you only need the portal system itself and no additional features. The space allotment is rather small compared to some other options. No ability to transfer/shift into a different type of filing system within the SmartVault family of products--you have to start from scratch.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 5/10

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SmartVault pricing

Starting from
$20/month
Pricing options
Subscription
Free trial
View Pricing Plans

SmartVault offers a free trial after which it is available on monthly and annual subscriptions. Details include:
Starter (minimum 2 users) - $20/user/month or $16/user/month (billed annually)
Professional (minimum 5 users) - $25/user/month or $20/user/month (billed annually)
Accounting Pro (minimum 2 users) - $50/user/month or $40/user/month (billed annually)
Enterprise - (minimum 5 users) - Contact SmartVault for details

SmartVault features

API
Collaboration Tools
Customizable Branding
Document Management
Document Storage
File Management
Search Functionality
Third Party Integration
Workflow Management

Access Control (244 other apps)
Activity Dashboard (208 other apps)
Activity Tracking (148 other apps)
Automatic Notifications (192 other apps)
Chat (168 other apps)
Collaborative Workspace (240 other apps)
Commenting (209 other apps)
Drag & Drop Interface (185 other apps)
Permission Management (208 other apps)
Projections (152 other apps)
Reporting & Statistics (156 other apps)

Videos and tutorials

Additional information for SmartVault

Key features of SmartVault

  • Access Controls/Permissions
  • Alerts/Notifications
  • Business Process Automation
  • Compliance Tracking
  • Customizable Dashboard
  • Document Archiving
  • Document Capture
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Sharing
  • For Legal Professionals
  • Optical Character Recognition
  • Remote Document Access
  • Scanning & Imaging
  • Search
  • Search/Filter
  • Security & Encryption
  • System Audit Reporting
  • Workflow Configuration
View All Features

Benefits

Built from the ground-up for accountants, SmartVault helps you speed up and simplify your workflow with:
• Secure online document management
• Branded client portals for file sharing
• Integration with leading tax & accounting apps