TrustRadius Insights
SmartVault is a versatile solution that has been widely adopted by businesses for securely storing and encrypting sensitive documents and …
Starting at $16 per user/per month
View PricingOverview
What is SmartVault?
SmartVault is a file syncing and sharing option from the Houston based company of the same name.
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Pricing
Starter
$16
Cloud
per user/per month
Professional
$20
Cloud
per user/per month
Accounting Pro
$40
Cloud
per user/per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Results CRM SmartVault Integration Demo
YouTube
SmartVault Product Demo
YouTube
SmartVault Software Demo Review
YouTube
Product Details
- About
- Competitors
- Tech Details
What is SmartVault?
SmartVault offers a secure way to optimize how eSign documents are gathered, stored, and shared in the cloud. It aims to enable users to collaborate with clients more easily, and reduce costs through an integrated document management and client portal solution.
SmartVault Video
Introduction to SmartVault Client Portal
SmartVault Competitors
- Wolters Kluwer CCH ProSystem fx
- Revver
- Thompson Reuters FileCabinet CS
SmartVault Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Reviews and Ratings
(8)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
SmartVault is a versatile solution that has been widely adopted by businesses for securely storing and encrypting sensitive documents and data, safeguarding them from unauthorized access or cyber threats. Users have found it particularly valuable for collaborating on documents and files, as it provides a centralized and organized location where teams can access the latest version, leave comments, and provide feedback directly within the platform. The accessibility of SmartVault from anywhere with an internet connection has proven especially beneficial for remote teams or businesses with multiple locations. Furthermore, integration with popular software platforms, including accounting and CRM software, has streamlined business processes and improved productivity for many users.
SmartVault's high level of security and encryption has helped businesses meet compliance requirements when it comes to storing and sharing sensitive information. This feature has not only instilled confidence among users but also enabled them to securely store, organize, and share files without any technical expertise. For businesses dealing with a large volume of documents, SmartVault offers the ability to store and assemble paperwork in a desired manner, providing much-needed convenience and efficiency.
Additionally, the flexibility to adjust server usage based on storage demand has proven to be a valuable feature for users. It allows them to optimize their storage resources effectively. While SmartVault serves its purpose well for sharing bank documents with accountants or providing employee benefit enrollment documents, some users have noted that its design and user experience prevent it from being a comprehensive solution for the entire accounting process.
In summary, SmartVault has saved users time and money while improving efficiency in handling documents. Its secure platform has become a reliable solution for businesses that require a convenient yet highly secure way to store financial information and interface with other software platforms. From facilitating secure electronic transfer of information to enhancing data sharing with overseas clients, SmartVault has successfully addressed numerous challenges faced by businesses across different industries.
Easy to Use: Many users have found SmartVault to be easy to use, with a user-friendly interface and intuitive navigation. They appreciate the simplicity of adding client folders, sharing subfolders, and searching for documents using filters.
Reliable Security Features: The security features of SmartVault are highly regarded by users. They feel confident in storing and sharing sensitive documents securely. This aspect has been praised by multiple reviewers.
Effective Integration with Other Software Applications: Users value the effectiveness and convenience of integrating SmartVault with other software applications. They find it seamless to link tax software or other programs, which enhances their overall experience with the platform.
High Pricing: Many users have expressed dissatisfaction with the high pricing of SmartVault, finding it to be too expensive and not cost-effective for smaller businesses or individuals. They state that the pricing structure may not be suitable for everyone due to its costliness.
Poor Customer Support: A significant number of users have reported difficulties in reaching customer support or receiving timely responses, leading to frustration and dissatisfaction. This lack of effective customer support has negatively impacted their experience with SmartVault.
Integration Limitations: Some users have mentioned that SmartVault may not fully integrate with certain platforms or software, limiting its functionality for their specific needs. This limitation has been a source of frustration as they are unable to seamlessly integrate SmartVault into their existing workflow.
Based on user reviews, the most common recommendations for SmartVault are:
-
Test Drive: Users recommend taking the software for a test drive and jumping right in to get familiar with its features and functionality.
-
Consider Needs: Users suggest considering the number of portals, clients, security, and accesses needed when using SmartVault to ensure it meets specific requirements.
-
Try Free Trial: Many users recommend trying the free trial of SmartVault to see if it fits one's needs before committing to a subscription.
These recommendations highlight the importance of exploring and evaluating SmartVault's capabilities, considering individual needs, and taking advantage of the opportunity to test it out before making a decision.
Attribute Ratings
Reviews
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July 29, 2022
SmartVault Review
Score 1 out of 10
Vetted Review
Verified User
I utilized Smartvault as a document control feature for our existing clients. Smart Vault then nearly tripled its price for the service. The only notifications of this were some spam emails. Once I found out it was too late. Customer service has been incredibly slow to respond, unhelpful, condescending and unrealistic, requiring several hours of phone calls to get anything answered or changed, I've found. In my view, If I had time to find another service, I would, but at this point, switching would take so much time that I guess we will have to stick it out another year, until things slow down and I can find a replacement. In my opinion, I'd strongly recommend that new users keep looking for something better.
- Easy navigation
- Email notifications
- Document previews
- Customer service
- Pricing
- User interface should be smoother
7.142857142857143%
0.7
16.666666666666668%
1.7
33.333333333333336%
3.3
- has made sharing documents with large numbers of clients easier
- has forced us into using their service, or spending time to find a better alternative, in my experience.
- Speaking personally the product has cost us several thousand dollars over predicted budget costs for a 3-year projection
Sales team was responsive, price was good, functionality was acceptable
January 30, 2020
SmartVault is an essential accountancy tool.
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.
100%
10.0
95%
9.5
100%
10.0
- Expensive product but the ROI is still excellent.
- Can't see how any accounting firm could get by without it.
Our due diligence on this application was a bit week. We read the reviews on its closet competition (Sharefile) but did not actually enter into a trial with them. We would definitely suggest that potential subscribers do so.