SmartVault

Document sharing and collaboration management software

About 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.

Pricing starting from:

US$20,00/month

  • Free Trial
  • Subscription

Key benefits of 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

Devices

Business size

S M L

Pricing starting from:

US$20,00/month

  • Free Trial
  • Subscription

Images

SmartVault configuring two-factor authentication
SmartVault custom templates
SmartVault file and folder management
SmartVault homepage
View 5 more
SmartVault video SmartVault screenshot: SmartVault configuring two-factor authentication SmartVault screenshot: SmartVault custom templates SmartVault screenshot: SmartVault file and folder management SmartVault screenshot: SmartVault homepage

Features

Total features of SmartVault: 61

  • API
  • Access Controls/Permissions
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Authentication
  • Bulk Send
  • Business Process Automation
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Contract/License Management
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Templates
  • Data Migration
  • Data Security
  • Data Storage Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Templates
  • Encryption
  • Event Logs
  • File Management
  • File Sharing
  • File Transfer
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Mobile Access
  • Optical Character Recognition
  • Real Time Notifications
  • Real-time Updates
  • Records Management
  • Role-Based Permissions
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Template Management
  • Third Party Integrations
  • Two-Factor Authentication
  • Version Control
  • Watermarking
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

4,5 /5
(96)
Value for Money
4,4/5
Features
4,4/5
Ease of Use
4,4/5
Customer Support
4,4/5

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Showing 5 reviews of 96
Tracey D.
Overall rating
  • Industry: Financial Services
  • Company size: 501-1 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome to add to my tech stack

Reviewed on 2020/11/16

My compliance department introduced SmartVault instead of google drive or another service. I...

My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome.
My clients find it easy to work with .

Pros

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.

Cons

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!

Chris B.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Well packaged Document Management System, well presented!

Reviewed on 2020/11/26

Overall, I have been very impressed by SmartVault. I was using Office 365 Business and was fed up...

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

Julie K.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Terrible customer service - no response during implementation

Reviewed on 2021/01/28

Just awful. The sales guy, [SENSITIVE CONTENT HIDDEN], was nice and promised such a great solution...

Just awful. The sales guy, [SENSITIVE CONTENT HIDDEN], was nice and promised such a great solution for us. However, the implementation team has completely dropped the ball and now we are stuck on January 28th not being able to send out tax organizers or engagement letters to our clients.

Pros

It seems like it would be a good solution, but we can't seem to get anyone to help up get our files migrated from Dropbox Business and help us work out integration with Drake Tax softward

Cons

No help and no ability to figure things out for ourselves. Our QuickBooks is also down due to this horrible implementation process where we can't get in touch with anyone at SmartVault.

Response from SmartVault

Hi Julie, Thank you for reaching out, we value your feedback! Our customer success team has informed us that you are back on track to getting your documents migrated. Again, we are sorry for the delay. Please don't hesitate to reach out for anything!

Christos L.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wouldn't use anything else

Reviewed on 2020/07/30

We are operating a paperless office and everything in the cloud, this is eco friendly as paper...

We are operating a paperless office and everything in the cloud, this is eco friendly as paper waste is minimal. Also all data is securely stored in a cloud so we do not have to worry about backups .

Pros

Possibly the most seamless cloud-based solution for accountants.
There are a few ways to work with SmartVault depending on your circumstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC.

SmartVault Portal
You can use the portal in a web browser, this is fantastic if you are on the move and away from your usual machine when you need to access documents and all you need is an internet connection.

Connected Desktop
This would be used from your PC, this is where you can do tasks such as sending password protected documents, links to documents, or get documents signed by clients.

SmartVault Drive
This is simply a mapped drive from the cloud to your PC, it is so simple to use, where you can access files drag and drop documents in seconds.

One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data.

Cons

Only con I have found, when getting documents signed by DocuSign using SmartVault, if you select one document to sign, then drag and drop other documents, only the original selected documents get updated in SmartVault, and then you have to update the signed documents manually via drag and drop.

Response from SmartVault

Thanks for your review Christos! Great to hear you're finding SmartVault easy and seamless to use. I'll pass along your drag and drop issue to our developer team :)

-The SmartVault Team

Dawn B.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Reliable and Secure

Reviewed on 2020/11/14

I love the integrations. I cannot say enough about their vision to continue to improve it's...

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.

Showing 5 reviews of 96 Read all reviews

SmartVault FAQs

Below are some frequently asked questions for SmartVault.

SmartVault offers the following pricing plans:

  • Starting from: US$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: Starter (minimum 2 users) - $20/user/month or $16/user/month (billed annually) Professional (minimum 5 users) - $25/user/month or $20/user/month (billed annually) Accounting Pro (minimum 2 users) - $50/user/month or $40/user/month (billed annually) Enterprise - (minimum 5 users) - Contact SmartVault for details

We do not have any information about SmartVault features

SmartVault has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages SmartVault supports

SmartVault supports the following devices:

iPhone (Mobile), iPad (Mobile)

SmartVault integrates with the following applications:

Acctivate Inventory Management, DocuSign, Emburse Tallie, FreshBooks, Hubdoc, Method CRM, Microsoft Outlook, Quickbooks Online, TaxCalc, Xero

SmartVault offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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