SmartVault Pricing Plan & Cost Guide

SmartVault

Document sharing and collaboration management software

4.54/5 (102 reviews)

SmartVault Pricing

Starting from: $20.00/month

Pricing model: Subscription

Free Trial: Available

SmartVault offers a free trial, after which it is available on monthly and annual subscriptions. Details include:
Standard (minimum 5 users) - $28/user/month or $20/user/month (billed annually)
Business Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually)
Accounting Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually)
Enterprise - (minimum 10 users) - Contact SmartVault for details

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ClickMeeting

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Free Trial: Available (No Credit Card required)

HYPE Innovation

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SmartVault Pricing Reviews

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.Tammy W.Read the full review
  • 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.Brianna G.Read the full review
  • My experience has been great. Set up went good and it was pretty easy to use.Stacey S.Read the full review

Cons

  • Terrible customer service - no response during implementation.Julie K.Read the full review
  • 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.Timothy F.Read the full review
  • I switched to SmartValut because tax return copies automatically goes to SmartValut folders. It goes to wrong folders.yayoi s.Read the full review
91%
recommended this to a friend or a colleague

24 reviewers had the following to say about SmartVault's pricing:

Georgia K.

Consistent and Cheaper than other options out there

Used daily for 2+ years
Reviewed 2020-11-16
Review Source: Capterra

Overall I am very happy with the service for the price.

Pros
It is consistent across the many years we have used it at my small account firm. It is a cheaper options for delivering our tax returns to our clients.

Cons
We have some issues with permissions on our end and on the client end that requires some troubleshooting and frustration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Hema P.

User

Used weekly for 2+ years
Reviewed 2020-11-14
Review Source: Capterra

Great

Pros
Ease of use, great features and cheaper than other software

Cons
The user interface can be improved more

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Thabo A.

Great Solution that can Scale with your business

Used weekly for 6-12 months
Reviewed 2020-11-14
Review Source: Capterra

Great! We found a solution that can scale up as our firm grows and that provides a smooth experience for our clients.

Pros
Ability to scale, Docusign integrations, ease of use, customer support. Great value for the price!

Cons
UI on the website takes a bit to get used too and find your way around.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Joe B.

Great integration with our tax software

Used daily for 2+ years
Reviewed 2020-11-17
Review Source: Capterra

The cloud software has been great at moving our firm from the back office server environment to the cloud.

Pros
The features most liked about SmartVault for us has been the ease of initial installation, the integration with our Intuit ProSeries Software and how it has helped our office move to the cloud for a safe secure location for our data.

Cons
The folder setups for multiple clients could stand to be easier. Seems like we've been having most issues in how to set up engagement folders that are not pre-formatted. Also the price is not incredibly cheap for us, but due to integration don't have much choice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Paul F.

SmartVault Works!

Used daily for 6-12 months
Reviewed 2020-11-12
Review Source: Capterra

Pros
Ease of use Ability to roll out to staff Levels of data control Compliance control

Cons
Initially was pricing but then they worked with our company to find sweet spot and maximize value add.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Cristi C.

Very happy with this product

Used daily for 2+ years
Reviewed 2020-11-12
Review Source: Capterra

5 out of 5

Pros
The software is user friendly, easy and effective. I like the folders.

Cons
I am not involved in the pricing but I think it may be expensive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jeremy S.

Excellent portal for Intuit tax users

Used daily for 2+ years
Reviewed 2020-11-13
Review Source: Capterra

I haven't used other portals, but researched several and think that Smartvault is likely the best standalone portal for Lacerte/ProSeries users. Overall a great experience and can't imagine life before Smartvault.

Pros
We started using Smartvault for our small firm four years ago. It has been great at helping us move to a more paperless environment. The best feature is the tight integration with Lacerte (it also integrates with ProSeries). If you print returns from Lacerte you can choose Smartvault and the returns go straight to the correct folders so you can save a copy and the clients have a copy. There's also good integration with scanners. The connected desktop app is great to use. The client facing portal was previously clunky but much improved this year. The software is quite easy to use and relatively affordable. When we've had issues support is helpful at resolving.

Cons
I wish there was a way to make a request from a client for a specific document like more modern practice software has. Wish accounting folder templates were included in the "tax plan" at the same price...doesn't seem like that feature should cost extra. This year we decided to add workflow management and I looked at competitors like TaxDome/Canopy which offer a lot in one but in the end have added Karbon through IPM. I must say however that TaxDome seems to offer a ton at a much better value than Smartvault. Would love to see Smartvault get to that point and would gladly pay more to include other features. E-signatures are just ok, we got a trial to use some free this year but without KBA. The price for the e-signatures especially with KBA is too high and we're going to use Intuit's e-signature product going forward.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Helen M.

Happy Customer

Used daily for 6-12 months
Reviewed 2020-11-12
Review Source: Capterra

Overall I am happy and glad I found them.

Pros
The price is affordable for a boutique firm like mine. It also puts me at ease for the security for confidential information sharing with clients. It's also easy to organize and I don't have to worry about clients who always ask for the same information over and over again. I just simply tell them to go to the portal.

Cons
The tech support is helpful but not as responsive as I'd like since one reason I became their customer is because I was told their tech can be my tech for my clients so I don't need to waste my time to assist my clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Kelli B.

Great Tech Option and Free!

Used weekly for less than 6 months
Reviewed 2020-11-16
Review Source: Capterra

I am very happy to SmartVault for security and ease of use for myself and my clients and price.

Pros
SmartVault has many features that most businesses can use totally free! SmartVault was instrumental in helping me provide the infastructure to get my business up and running by giving my clients piece of mind that their files would be safely stored with me. SmartVault has given my clients and I a secure way to share information which is easy to use.

Cons
I wish there were more integrations. I often have to download a file onto my computer and then upload it to SmartVault to share it with my clients. I wish I could capture the document straight into SmartVault.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mickele N.

Not worth the effort or price

Used daily for 6-12 months
Reviewed 2021-09-24
Review Source: Capterra

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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Randy H.

Smart Vault

Used occasionally for 1-2 years
Reviewed 2021-04-10
Review Source: Capterra

Client acceptance was low. Other widely used file sharing products are easier to implement.

Pros
SmartVault links to the tax software I use during tax season. Makes saving digital copies more efficient.

Cons
More difficult for client users to use. Not a widely known product so client users are less likely to embrace.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Carly C.

Easy & Fairly priced solution for small CPA firm

Used daily for 6-12 months
Reviewed 2020-11-12
Review Source: Capterra

I have been using SmartVault for the past year in my own CPA firm, and was looking for a document storage system and a way to securely transmit files to clients. SmartVault's features and pricing made sense for my size and needs.

Pros
I like the desktop syncing and the ability to keep all my files stored securely and paperlessly in the cloud

Cons
I don't think it rolls forward engagements well across multiple clients/binders

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jill T.

SmartVault encompasses our business needs

Used daily for 1-2 years
Reviewed 2020-11-13
Review Source: Capterra

Overall, this software creates an easy solution for email retention.

Pros
Quick scanning and saving, value, no retention issues

Cons
updates must be done or there are other issues, could be easier to forward a saved email

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Russell B.

An OK portal, if you only want a portal

Used daily for 2+ years
Reviewed 2021-05-28
Review Source: Capterra

They are a competent client portal with a price on the lower end of the spectrum. However, after 6+ years the product was quite stale so I decided to switch to a more agile portal vendor who is actually spending time and money to improve and develop their product.

Pros
It integrates with Lacerte fairly smoothly. SV drive and SV connected desktop facilitate working with the files on my local workstation, which is a feature that many cloud based DMS solutions lack. Always having my documents available from wherever I am.

Cons
They did not meaningfully improve the product at all while I was using it between 2013 and 2019. The product was literally almost exactly the same when I started using it and when I stopped. Also, their iOS app is, to put it generously, pathetic - and was never updated to fix the many glaring problems with it. Chief among those is that from day one the search function in the app is completely useless, meaning that I have to scroll through many nested folders to find each file I want, every time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Alex O.

Good Product at a great price

Used daily for 1-2 years
Reviewed 2020-12-22
Review Source: Capterra

Pros
The product is affordable especially compared to larger companies that have portal systems.

Cons
I wish there was an app for clients to access docs from their phone.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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MIRANDA K.

Proud Member of the SmartVault Fan Club

Used daily for 1-2 years
Reviewed 2019-09-11
Review Source: Capterra

We have been very satisfied with smart fault, which allows us to organize and archive securely an enormous amount of client files to be shared.

Pros
Smartvault is ridiculously easy to use, and provides a ridiculous amount of storage for the price. Our organization has set up branded portals and client folders for exchanging large files, and set up and transfer of terabytes of information took only one day. It is easy to manage customer access from the administrative tool, and support is always available when we need it.

Cons
The tool is extremely secure, but there is one things that I have found frustrating. It is difficult to create top-down permissions for subfolders. This will only slow you down a minute or two, but it can be mildly frustrating.

Response from SmartVault


Thanks for your review Miranda! We love to hear how we're helping our customers and appreciate your feedback!
-Team SmartVault

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Carol P.

SmartVault Is Very Helpful

Used weekly for 1-2 years
Reviewed 2020-11-13
Review Source: Capterra

Overall, SmartVault is positive with my business, but I would REALLY like that feature that I mentioned in the box about what I like least about SmartVault

Pros
Ease for me and my clients to upload documents and to read uploaded documents. It is fantastic. I also love that there is a limited DocuSign feature to where I don't have to pay the full price for full DocuSign subscription. Plus, I believe that having a secure portal on my website is a positive thing that could help attract new clients

Cons
Overall, I do like SmartVault, but I wish there is a setting where I could get notified (perhaps via email) that a client uploaded a document. Otherwise, I just have to check every once in a while. I'm very busy so it is tedious to check to see if something is there, whereas if I got an email notification, I'd know that a document was uploaded

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Eric J. N.

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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Renee R.

Easy and secure

Used daily for 2+ years
Reviewed 2020-11-19
Review Source: Capterra

SmartVault is easy to use and secure. The price point is great. Clients find it easy to use. I really like the integration with Outlook. I can easily email links to documents, which makes SmartVault even easier for clients. It is secure, and that is very important to me. Access to files anytime and anywhere is also important. Customizable folders is an added benefit. Each year I get more clients using it. I will use it as long as am in practice. I have no need to shop for anything else.

Pros
Security is the number one feature. SmartVault is easy to use and secure. Clients find it easy to use. Integration is Outlook works great.

Cons
A function to email a third party a document without them having an account would be great. Maybe it is there and I don't know how to use it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Tony K.

Easy to use Software

Used daily for less than 6 months
Reviewed 2020-06-29
Review Source: Capterra

SmartVault was very easy to set-up and intuitive to use. The videos were useful guides but the help provided by Kerry was invaluable.

Pros
The ability to move files easily between different folders and clients and to bring documents into the folders using drag and drop or to save direct. File structures are easy to amend and customise for each client from the standard templates. Everything linked to the cloud storage Excellent value for money

Cons
it would be good if documents produced by the TaxCalc programs could be transferred direct to the related client folder, especially signed documents from signable.

Response from SmartVault


Thank you for your review Tony! We're happy to hear you're finding SmartVault easy to use and customise to your specific needs. We will have an update on the TaxCalc integration soon, which should fix your functionality request :)

-The SmartVault Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Dawn B.

Reliable and Secure

Used daily for 2+ years
Reviewed 2020-11-14
Review Source: Capterra

I love the integrations. I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients.

Pros
I love that SmartVault can integrate with other software applications I use. The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure.

Cons
The website times out too often. Maybe I am not aware of being able to extend the time-out but that is definitely something that needs to improve. I also would like to see improvements in the mobile application.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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caitlin w.

great product for tax prep firms and our clients

Used daily for 2+ years
Reviewed 2020-11-13
Review Source: Capterra

Pros
SmartVault has added tremendous value to the product we offer our clients. In addition to viewing their current and prior year tax returns, they can view tax documents as well, which is incredibly useful. Eliminates the need for storing years of paperwork. Our clients have found it very easy to set up and use as well. Really a great product.

Cons
I have no complaints thus far, product has worked beyond expectations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Chris B.

Well packaged Document Management System, well presented!

Used daily for 6-12 months
Reviewed 2020-11-26
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Jessica F.

I really wanted to like it but it wasn't for me

Reviewed 2018-04-14
Review Source: Capterra

I didn't get much out of it, it has great potential and perhaps when they introduce an option to embed a file upload on my website that doesn't require login I would definitely consider signing up again because it's not worth it if my clients don't want to use it.

Pros
Lots of great features, a generous amount of secure storage, unlimited clients, custom branding, good support.

Cons
Not user-friendly to learn, I usually figure things out clicking around but had to rely a lot on tutorials and support documents to find my way around. It's expensive for a small practice but I can't see how it's very well worth it to a medium or large practice. My clients did not like having to log in to share files with me so as much as I wanted to like it I switched to a solution that allowed my clients to upload securely without having to keep track of yet another username and password.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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