SmartVault

4.3 (133)
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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

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Starting Price

US$28.00
month
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Ease of Use

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Value for Money

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Reviews

Overall rating

4.3 /5
(133)
Value for Money
4/5
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 133
Tracey
Tracey
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!

Kristi
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Much to learn

Reviewed on 2020/11/12

I mainly use SmartVault for storing and sharing financial reports and other files that need to be...

I mainly use SmartVault for storing and sharing financial reports and other files that need to be safely sent to/from my clients. The user interface is professional looking and a step up from what I was using. At some point I need to take the time to meet with someone and really gain a better understanding of how some of the features work.

Pros

It is great for securely sharing financial reports.

Cons

There is a pretty big learning curve to the software.

Alternatives Considered

ShareFile

Reasons for Choosing SmartVault

I have more confidence in the security of SmartVaut and it is also has a more professional appearance.

Switched From

Dropbox Business

Reasons for Switching to SmartVault

SmartVault was highly recommended by my peers
Jonathan
Overall rating
  • Industry: Food & Beverages
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Smartvault served a purpose for a growing business

Reviewed on 2023/12/08

Overall, it was fine. A good solution for what we needed at the time

Overall, it was fine. A good solution for what we needed at the time

Pros

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

Cons

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

Georgia
Georgia
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 8.0 /10

Consistent and Cheaper than other options out there

Reviewed on 2020/11/16

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

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.

Steve
Steve
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Smooth link to Lacerte but could use improvement on links to clients

Reviewed on 2017/11/07

Integration with Lacerte and cloud storage. Does provide one place to receive documents from...

Integration with Lacerte and cloud storage. Does provide one place to receive documents from clients, send documents to client and share documents within our team.

Pros

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.

Cons

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.

Showing 5 reviews of 133 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, FreshBooks, Hubdoc, Lacerte Tax, Liscio, Method CRM, Microsoft Outlook, ProSeries Tax, QuickBooks Online, Tallie, TaxCalc, Xero

SmartVault offers the following support options:

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

Related categories

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