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.


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


Images

SmartVault Software - SmartVault configuring two-factor authentication
SmartVault Software - SmartVault custom templates
SmartVault Software - SmartVault file and folder management
SmartVault Software - SmartVault homepage
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SmartVault video
SmartVault Software - SmartVault configuring two-factor authentication
SmartVault Software - SmartVault custom templates
SmartVault Software - SmartVault file and folder management
SmartVault Software - SmartVault homepage

Not sure about SmartVault? Compare with a popular alternative

SmartVault

4,4 (123)
VS.
Highly reviewed

Starting Price

US$28,00
month
US$13 748,00
one-time

Pricing Options

Free version
Free trial
Free version
Free trial

Features

50
29

Integrations

13
2

Ease of Use

4,2 (123)
4,3 (1 935)

Value for Money

4,1 (123)
4,3 (1 935)

Customer Service

4,1 (123)
4,3 (1 935)
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Reviews

Overall rating

4,4 /5
(123)
Value for Money
4,1/5
Features
4,2/5
Ease of Use
4,2/5
Customer Support
4,1/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 123
MIRANDA
Overall rating
  • Industry: Telecommunications
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Proud Member of the SmartVault Fan Club

Reviewed on 2019/09/11

We have been very satisfied with smart fault, which allows us to organize and archive securely an...

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

Nicole
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Smart Working

Reviewed on 2020/11/12

Pros

What I like most is the organization of files and the security behind the product. I know for a fact that my customers and company’s files are safe.

Cons

I enjoy everything about Smartvault. They are always evolving.

Edward
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 1.0 /10

Clumsy/confusing to use, and SmartVault will screw you on the way out the door.

Reviewed on 2022/04/06

Low end portal service that clients found difficult to use, and which we found more difficult to...

Low end portal service that clients found difficult to use, and which we found more difficult to integrate into our business model as a document management system than we felt should be necessary.

Pros

I had high hopes for the platform. Clients found it difficult to use. It did provide a marginal level of flexibility for small clients/individuals. Larger clients had higher expectations than what was provided.

Cons

The pricing has become ridiculous in comparison to what is received. Price has doubled year to year??? Great punchline to this joke. SmartVault's cancellation policy is morally void. After getting hit with an unexpected doubling in cost year to year (after a significant increase the year before), I was informed on my renewal date that I could cancel my subscription and lose all access to the account, but SmartVault's policy was NOT to refund anything for the year subscription that they charged to my credit card, even though I would not have access to the service for the year. What a crock. SmartVault is an expensive, marginal portal service that is designed for the lower end of the market and set up to screw you on the way out. Beware.

Steven
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Excellent Document Storage Integration with Lacerte Tax

Reviewed on 2022/06/27

I use SmartVault as my PDF printer, as well as a place to store client documents.

I use SmartVault as my PDF printer, as well as a place to store client documents.

Pros

SmartVault is integrated with my Lacerte tax software - When printing from Lacerte to SmartVault, all tax returns are deposited directly into the proper client's folder.

Cons

I have been using SmartVault for over 5 years, and I have not yet found anything negative in my use of the portal.

Carol
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

SmartVault Is Very Helpful

Reviewed on 2020/11/13

Overall, SmartVault is positive with my business, but I would REALLY like that feature that I...

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

Showing 5 reviews of 123 Read all reviews

SmartVault FAQs

Below are some frequently asked questions for SmartVault.

SmartVault offers the following pricing plans:

  • Starting from: US$28,00/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

SmartVault has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

SmartVault supports the following languages:

English

SmartVault supports the following devices:

iPhone (Mobile), iPad (Mobile)

SmartVault integrates with the following applications:

Acctivate Inventory Management, DocuSign, Emburse Tallie, FreshBooks, Hubdoc, Lacerte Tax, Liscio, Method CRM, Microsoft Outlook, ProSeries Tax, 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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