SmartVault

SmartVault Reviews

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Ratings and Reviews
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Score 9 out of 10
Vetted Review
Verified User
Review Source
SmartVault is used by all employees and clients. There is no alternative with included features presently on the market. We have found zero bugs in five years of use. Initially, there is a steep learning curve. Afterward, it becomes an essential tool that increases efficiency significantly. Support is hard to reach and you cannot call them directly. Also when they were bought out, all support moved overseas. However, we would have preferred to remain with native English speakers.
  • Cloud document storage.
  • Transmission of tax returns to client.
  • They have cut back on support as have many SaaS companies recently.
  • The documentation can sometimes be a little difficult to follow.
SmartVault sends out a cover letter with the tax returns that includes a link for them to download their tax returns, avoiding the insecurity of an email attachment. It does not include a statement retrieval feature but does work very nicely with a third-party app called FileThis. The majority of the users in the office have not been able to install the Outlook plug-in due to "a certificate error." In five years, SmartVault has not addressed this issue.
Reaching someone is more difficult than it should be. Also, they don't take possession of known issues always suggesting it is a local PC issue in initial conversations. That, of course, can be frustrating for the end-user.

SmartVault Scorecard Summary

Feature Scorecard Summary

File Sharing & Management (3)
100%
10.0
Document collaboration (1)
100%
10.0
Access control (1)
100%
10.0
File search (1)
100%
10.0
Cloud Storage Security & Administration (2)
95%
9.5
User and role management (1)
90%
9.0
File organization (1)
100%
10.0
Cloud Storage Platform (2)
100%
10.0
Performance (1)
100%
10.0
Reliability (1)
100%
10.0

What is SmartVault?

SmartVault is a file syncing and sharing option from the Houston based company of the same name.

SmartVault Pricing

More Pricing Information

SaaS Editions Pricing
Pricing DetailsTerms
Starter$16per user/per month
Professional$20per user/per month
EnterpriseContact sales team
Accounting Pro$40per user/per month

SmartVault Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

What is SmartVault?

SmartVault is a file syncing and sharing option from the Houston based company of the same name.

Who uses SmartVault?

The most common users of SmartVault are from Small Businesses and the Accounting industry.