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SmartVault

4.4
(123)

Write a review

Document sharing and collaboration management software

(5)

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SmartVault Pricing, Features, Reviews and Alternatives

SmartVault FAQs

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)

These products have better value for money


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

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

Not sure about SmartVault? Compare it with a popular alternative

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28

/user

Per month

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Why am I seeing this?

SmartVault pricing information

Value for money

4.1

/5

123

Starting from

28

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

SmartVault features

Functionality

4.2

/5

123

Total features

50

5 categories

Most valued features by users

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

Functionality contenders

SmartVault users reviews

Overall Rating

4.4

/5

123

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.25/10
Rating distribution

5

4

3

2

1

78

25

10

7

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

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