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SmartVault Logo

SmartVault

Document sharing and collaboration management software

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SmartVault Pricing, Features, Reviews and Alternatives

SmartVault product overview

Price starts from

28

/user

Per month

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.

Key benefits of using SmartVault

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

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Knowledge Base
Phone Support
FAQs/Forum
Email/Help Desk

Training options

Webinars
Live Online
Documentation
Videos

SmartVault pricing information

Value for money

4.1

/5

113

Starting from

28

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

SmartVault features

Functionality

4.3

/5

113

Total features

53

5 categories

Most valued features by users

Collaboration Tools
Access Controls/Permissions
Document Management
Alerts/Notifications
Third Party Integrations
Search/Filter
File Sharing
Document Storage

Functionality contenders

SmartVault users reviews

Overall Rating

4.4

/5

113

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.52/10
Rating distribution

5

4

3

2

1

74

23

7

6

3

Pros
I love being able to access my documents from any computer, anywhere, anytime. I feel like care about me as a consumer and try and be as helpful as possible.
SmartVault is a great product. We have total confidence that when we print a document from our accounting software into SmartVault that it will be there.
I am very happy to SmartVault for security and ease of use for myself and my clients and price.
Cons
Terrible customer service - no response during implementation.
As a firm with over 2,500 individual clients, the shear volume of upload notifications is impossible to navigate - to the point where it's utterly useless.
I switched to SmartValut because tax return copies automatically goes to SmartValut folders. It goes to wrong folders.

Overall rating contenders

Overall Rating

Smartvault is aweome

Reviewed a year ago

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Awesome to add to my tech stack

Reviewed 2 years ago

My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome. My clients find it easy to work with .

Pros

It's an easy way to securely hold all of my clients documents. I LOVE that it works well with docusign. My clients find it easy to use.

Cons

If you cannot get in touch with customer service (everyone is busy!) they have FAQ's that I easily found what I was looking for!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Well packaged Document Management System, well presented!

Reviewed 2 years ago

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.

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Document Storage Integration with Lacerte Tax

Reviewed 2 months ago

I use SmartVault as my PDF printer, as well as a place to store client documents.

Pros

SmartVault is integrated with my Lacerte tax software - When printing from Lacerte to SmartVault, all tax returns are deposited directly into the proper client's folder.

Cons

I have been using SmartVault for over 5 years, and I have not yet found anything negative in my use of the portal.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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You Don't Get What You Pay For

Reviewed 2 months ago

I'd strongly suggest looking elsewhere for your storage and file sharing needs. This company prices its service like they are the cream of the crop, but in reality they are the bottom of the barrel. The price for my plan nearly tripled this year with zero new features or services being added that are actually useful. There is no Android app available, which is ridiculous considering the extreme pricing. And be careful, the company will auto renew your plan for 12 months and there is no means to cancel for a refund once they charge your credit card. And they will still auto renew after completely altering the terms of the contract. Shady company for sure.

Pros

Really nothing to like. It's as basic as it comes for a storage and file sharing platform.

Cons

-No Android App -Poor Interface and Terrible Permissions Programming -Way Overpriced

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Software for Users and Clients

Reviewed 4 months ago

Excellent. Customer support is always easy to speak with and the software is a great fit for our company.

Pros

Simplicity for our internal users and our clients. Easy to organize files neatly in their respective folders for a clean presentation for clients.

Cons

Software still needs some small tweaks, but overall, I believe the developers put their hearts into the projects. Seems like any time there is something in the software that I think needs to be addressed, the staff comes out with an update and fixes it.

SmartVault FAQs and common questions

Q. What type of pricing plans does SmartVault offer?

SmartVault has the following pricing plans:
Starting from: $28.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)


Q. Who are the typical users of SmartVault?

SmartVault has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does SmartVault support?

SmartVault supports the following languages:
English


Q. Does SmartVault support mobile devices?

SmartVault supports the following devices:
iPad, iPhone


Q. Does SmartVault offer an API?

Yes, SmartVault has an API available for use.


Q. What other apps does SmartVault integrate with?

SmartVault integrates with the following applications:
Microsoft Outlook, Hubdoc, TaxCalc, DocuSign, FreshBooks, Acctivate Inventory Management, Liscio, Emburse Tallie, Quickbooks Online, Lacerte Tax, ProSeries Tax, Xero, Method CRM


Q. What level of support does SmartVault offer?

SmartVault offers the following support options:
Chat, Knowledge Base, Phone Support, FAQs/Forum, Email/Help Desk

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