Last updated on
Company health
Ratings
SmartVault description
SmartVault is a cloud-based document management and client portal designed for secure file storage and collaboration. Businesses use SmartVault to streamline workflows, improve client engagement, and maintain compliance with industry regulations. Its features include unlimited storage, e-signatures, automated workflows, and integration with popular business applications. Primarily serving accounting and financial service industries, SmartVault prioritizes bank-grade security and a user-friendly interface for managing and sharing sensitive documents.
Who is SmartVault best for
SmartVault is a secure document management and client portal solution designed for accounting and financial service businesses. Users praise its bank-grade security, seamless integrations with tax software, and unlimited storage. However, some users find the interface difficult to navigate and the pricing high. It's best suited for small to medium firms needing secure document management and client collaboration tools.
-
Best for small to medium-sized businesses.
-
Ideal for accounting and financial services.
SmartVault features
| Supported SmartVault offers unlimited storage for all firm and client documents. |
| Supported SmartVault facilitates e-signatures for various documents, including engagement letters, forms, and proposals. |
| Supported SmartVault enables automated document workflows, including printing and routing of files. |
| Supported SmartVault offers a custom-branded client portal for file sharing, form fills, e-signatures, and other interactions. |
| Supported SmartVault allows secure sharing of files, engagement letters, PDF forms, proposals, and more. |
| Supported SmartVault integrates with popular business and accounting applications. |
| Supported SmartVault provides document management capabilities, including centralized workflows, print and automatic file routing, and 24/7 self-serve access. |
We evaluate the sentiment that users express about non-functional aspects of the software
Ease of Use
SmartVault reviews
We've summarised 274 SmartVault reviews (SmartVault Software Advice reviews, SmartVault TrustPilot reviews, SmartVault Capterra reviews and SmartVault G2 reviews) and summarised the main points below.
- Secure file storage and sharing with bank-grade security.
- Seamless integration with Lacerte tax software for easy printing and filing.
- Client portal facilitates easy document exchange and collaboration.
- Unlimited storage capacity.
- Automated workflows streamline document management processes.
- Difficulty navigating and confusing interface for file uploads.
- Lack of online document editing requires downloading, editing, and re-uploading.
- High cost, especially for small firms or individuals.
- Limited customization options and outdated design.
- Inconsistent performance with bugs, freezing, and slow loading times.
SmartVault pricing
The commentary is based on 24 reviews from SmartVault Capterra reviews, SmartVault G2 reviews, SmartVault Software Advice reviews and SmartVault TrustPilot reviews.
SmartVault's pricing is a common concern. While some users find it a good value, particularly for its security features, others find it expensive, especially smaller firms or individuals. Some users have also reported issues with unexpected price increases and inflexible refund policies.
Users sentiment
See the SmartVault pricing page.
SmartVault alternatives
SuiteFilesBetter for legal and professional services firms seeking Xero integration. Has stronger momentum in employee growth. Users praise ease of use and Xero integration but dislike occasional slowness and limited PDF editing.Read more
Google WorkspaceBetter for larger enterprises and diverse industries. Offers broader functionality beyond document management with integrated productivity and collaboration tools. Stronger collaboration features and a more user-friendly interface.Read more
BoxBetter for a wide range of industries including education, retail, and healthcare. More user-friendly and integrates well with other tools, though file uploads can be slow. Negative pricing sentiment.Read more
DocStar ECMBetter for mid-sized companies in various industries like healthcare, retail, and manufacturing. Focuses on digitizing and automating document-centric processes.Read more
iManage WorkBetter for medium to large businesses. Caters to a wider range of industries including Manufacturing, Education, and Software/IT. Has stronger momentum based on employee growth. Users praise robust search and Microsoft Office integration.Read more
DocUpMore user-friendly. Priced lower than SmartVault, but has fewer features. Has a real-time collaboration feature. Shows slower momentum.Read more
SmartVault FAQ
What is SmartVault and what does SmartVault do?
SmartVault is a cloud-based document management and client portal solution. It offers secure file storage, e-signatures, and automated workflows, primarily for accounting and financial services. SmartVault helps streamline workflows, improve client engagement, and maintain regulatory compliance.
How does SmartVault integrate with other tools?
SmartVault integrates with popular business applications, including Lacerte tax software, to streamline workflows. It also offers a client portal to facilitate secure document exchange and collaboration, enhancing client engagement.
What the main competitors of SmartVault?
SmartVault competitors include SuiteFiles, iManage Work, DocUp, and Box. These alternatives offer similar document management and client portal functionalities, often with varying focuses on specific industries or business sizes. Google Workspace and SendSafely also provide overlapping features for secure file sharing and collaboration.
Is SmartVault legit?
SmartVault is a legitimate cloud-based document management solution. User reviews praise its robust security features and seamless integrations, especially with Lacerte. However, some users find the interface difficult to navigate and the pricing high. If you're considering SmartVault, exploring alternatives like SuiteFiles or Google Workspace might also be beneficial.
How much does SmartVault cost?
Unfortunately, SmartVault's pricing details are not publicly available. For specific product pricing and whether SmartVault is worth it for your needs, contacting their sales team directly is recommended.
Is SmartVault customer service good?
SmartVault's customer service receives mixed reviews. While some users praise the helpful and readily available support, others express frustration with unhelpful responses, unresolved technical issues, and difficulty reaching support staff. Several users report a lack of follow-up and poor communication regarding billing and refunds.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.