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SmartVault
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Document sharing and collaboration management software
Table of Contents
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SmartVault - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: February 2026
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.
Who uses SmartVault?
By industry, SmartVault reviewers are most commonly professionals in accounting (74%). The most frequent use case for SmartVault cited by reviewers is document management (63% of reviewers).
What do users say about SmartVault pricing?
Reviewers appreciate that SmartVault offers features and pricing that align with their business needs, and some users find it affordable with generous storage. However, some reviewers feel the pricing can be unexpectedly high and mention frustrating refund and auto-renewal policies.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Navigation
Integration
Storage
Responsiveness
Affordability
Submission
SmartVault’s user interface
SmartVault pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.0
Features
4.2
Ease of use
4.2
Customer support
4.1
Reviews sentiment
What do users say about SmartVault?
Users say SmartVault offers secure document storage and sharing, helping them protect sensitive client data and streamline tax preparation. They find it easy to upload, organize, and access files from anywhere, and appreciate its integration with popular tax software and cloud services. Most feel the interface is user-friendly and setup is straightforward, though some mention a learning curve for advanced features.
Reviewers report that customer support is inconsistent, with slow response times and unresolved issues. They feel the pricing is high compared to competitors, and some are frustrated by manual processes, limited editing options, and occasional difficulties with permissions and notifications.
Select to learn more
Who uses SmartVault?
Based on 137 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
SmartVault's key features
Most critical features, based on insights from SmartVault users:
All SmartVault features
Features rating:
SmartVault alternatives
SmartVault
Starting from
70
/user
Per month
Revver
Starting from
75
Per month
Adobe Acrobat
Starting from
29.99
Per month
Content Central
Starting from
10
Per month
SmartVault pricing
Pricing plans
Pricing details:
User opinions about SmartVault price and value
Value for money rating:
Of 23 reviews that provide robust commentary on SmartVault's price and value, 57% mention it in a positive light.
Reviewers appreciate that SmartVault offers features and pricing that align with their business needs, with some users finding it affordable and providing great value for the price. They say it offers a significant amount of storage and useful features, sometimes even for free. Some users report that SmartVault worked with them to find a suitable pricing plan. However, some reviewers feel that the pricing can be unexpectedly high, with significant increases and no additional features. They indicate that the lack of refund policies and auto-renewal practices can be frustrating. Some users think there are cheaper alternatives with more features.
, and
To see what individual users think of SmartVault's cost and value, check out the review excerpts below.
Carly C.
Managing Member
SmartVault integrations (20)
Integrations rated by users
We looked at 137 user reviews to identify which products are mentioned as SmartVault integrations and how users feel about them.
Integration rating: 4.2 (5)
“I am able to send documents for signature directly from the SmartVault desktop, and the signed documents are returned back to SmartVault once they are completed by the client.”
“DocuSign worked fairly well for tax returns, but in comparison to DocuSign's integration with Legal/Real Estate applications, SmartVault has a ways to go. ”
“There are a lot of documents my clients need to sign so the ability to have them sign with me by just clicking a button is nice.”
Steven K.
CPA
Integration rating: 4.0 (1)
“Saves a ton of time being able to print directly into the document management program”
Juliana S.
CEO
Integration rating: 4.0 (1)
Integration rating: 2.0 (1)
SmartVault customer support
What do users say about SmartVault customer support?
Customer support rating:
We analyzed 23 verified user reviews to identify positive and negative aspects of SmartVault customer support.
A number of users say support is easy to reach, responsive, and helpful in resolving issues or answering questions.
Multiple users report long wait times, unhelpful responses, and unresolved issues when contacting customer support.
Support options
Training options
To see what individual users say about SmartVault's customer support, check out the review snippets below.
“It is easy to manage customer access from the administrative tool, and support is always available when we need it.”
MIRANDA K.
Director of Communications
“Customer support is always easy to speak with and the software is a great fit for our company.”
Nic V.
Office Manager
“Instead of providing an efficient means of accomplishing this, the glitches in the software and the inability of the customer service team to assist me with these problems has very seriously negatively impacted my business. ”
Mark V.
Owner
SmartVault FAQs
SmartVault has the following pricing plans:
Starting from: $70.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. What are the benefits of using SmartVault?
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, Intuit ProConnect Tax, TaxCalc, Docusign, FreshBooks, Acctivate Inventory Management, Liscio, Tallie, Emburse Nexonia, UltraTax CS, QuickBooks Online, Lacerte Tax, Docusign CLM, ProSeries Tax, Xero, Wolters Kluwer ELM Solutions, 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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