SmartVault Reviews

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.

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!

Smartvault gave us an immediate secure file storage system that was desperately needed

Smartvault could be difficult to navigate and confusing for users simply uploading or adding files

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.

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

What I like most is the direct link to Lacerte tax software. Employees can send a return or any form from Lacerte with only one click.

Sending documents to clients seems inefficient - for example the only way to send more than one document is via a "link" or password encrypted email - would like ability to select multiple documents from different folders and send by email link, not just passwords.

Works with Intuit tax prep software and DocuSign

The customer service is awful. You will often be ignored. When someone looks into an issue, the tendency is to blame Windows, Outlook, or any product other than SmartVault. To date, the issue has always been with SmartVault.

Is a good concept, nice storage capabilities

not so easy to implement, did not like that is kind of confusing to use

-Very easy to use
-Stores everything in one place
-Very fast

I feel in QuickBooks you should be able to have 2 books open at the same time and be able to use smartvault.

I like the ease of use and document management features of SmartVault. I also use the template folders that somebody in SmartVault set up for us at the start.

The integration with Taxcalc. We need this to make the software more streamline. Hopefully this will be there soon.

Good and easy way to keep safe tour documents.

Not to stable connections with external.

Secure file sharing , available 24X7 on the go

you need to download , edit and reupload the file if any edit has to be made by client and us both.online editing is not available

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.

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.

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.

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

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. Once and awhile an employee may accidentally delete a document (human error happens) and we love the ability to retrieve docs from the recycle bin! Total confidence is a good feeling when dealing with important information.

There isn't anything that would deter me from referring it to a friend.

Its storage is what I liked the most and the fact that it's so easy to manage and get access to certain folders.

So far so good, there are no cons from my personal experience.

Connected Desktop features. On portal you can open up multiple clients

Cannot open multiple clients on Desktop at the same time

Prior to using this solution I used a variety of cloud storage providers along with some other applications, SmartVault brought everything together and provides a step closer to a paperless office.

Nothing causes concern and everything works well.

I have been very satisfied with smart vault. It allows us to organize, archive, & share documents securely for a large amount of client files. You can access docs easily while out at a client or while working from home.

Integration was a little tough until we got the hang of it.

The best thing I like about this software is the storage capacity and pace available. It is very convenient and easy to use.

Since I do not have the admin access I cannot delete a file I accidentally uploaded to SmartVault and have to request my manager to do the same. Have to sometimes mostly refresh the folder once the document has been uploaded.

easy to use and friendly user interface.

support is not that great. they need to be more helpful

This platform helps to take some of the hassle out of tax season. I like that it integrates with DocuSign and has a pretty easy to use interface.

I wish the settings would automatically notify us if there is an upload instead of making us click this feature on manually.