SmartVault is an essential accountancy tool.
John Griffing | TrustRadius Reviewer
January 30, 2020

SmartVault is an essential accountancy tool.

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SmartVault

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.
  • 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.
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.

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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.

SmartVault Feature Ratings

Document collaboration
Access control
File search
User and role management
File organization