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.
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
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 |
Comparisons
Compare with
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
Companies can't remove reviews or game the system. Here's why
No reviews found
Try adjusting your results by removing or modifying your filters.