SmartVault Reviews & Product Details

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

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Product Description

SmartVault is a document management system enabling organizations to collect, manage, prepare, and share documents.

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Marketing SmartVault

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

15 months

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SmartVault Integrations

(2)

Integration information sourced from real user reviews.

SmartVault Media

SmartVault Demo - Client Portal Software

Streamline Collaboration through a Branded, Customizable Client Portal. Boost productivity and client satisfaction by securely sharing files and collaborating online through a customizable client portal. SmartVault client portal software facilitates a secure, private, and authenticated online ...

SmartVault Demo - Secure File Sharing Software

Protect your business and clients while staying in compliance by using an online, secure document sharing platform to request, receive, and store your sensitive and critical files.

SmartVault Demo - eSignature Integrated Secure File Sharing Software

Facilitate Simple, Secure Online Document eSignature Capability. SmartVault integrates seamlessly with DocuSign so you can send electronic files and secure eSignatures from clients and business partners with ease.

SmartVault Demo - Secure Online Document Storage

Online document storage gives your team a way to store and organize digital files through an app or a website. With online document storage, authorized staff and clients can access files securely, from anywhere, at any time.

SmartVault Demo - Document Request & Collection Software

Streamline and Automate Client Document Request and Collection. Tired of chasing after all the documents you need to collaborate with a client? Use SmartVault’s handy Request Docs feature to send each customer a list of exactly which documents you need, along with simple guidance on how to sha...

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Kim S.

Partner/Owner

Small-Business (50 or fewer emp.)

8/5/2025

"SmartVault Pairs with Lacerte"

5/5

What do you like best about SmartVault?

SmartVault pairs seamlessly with Lacerte to provide an online portal for our tax clients to upload and download their data and tax returns. It is easy to use and has been well received and utilized by our clients. It also provides an excellent database for our office staff. This is an integral part of our daily office routine. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

There are some components which would work better for our office if we had the ability to customize ourselves.

It has been difficult to receive phone support from SmartVault. We generally work to solve any issues within our office instead of reaching out for support. Review collected by and hosted on G2.com.

Jeffrey J.

Managing Partner

Small-Business (50 or fewer emp.)

11/27/2025

"Effortless Integration with QuickBooks and ProConnect"

4.5/5

What do you like best about SmartVault?

It was easy to integrate with QuickBooks and ProConnect Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

The integration resulted in many duplicates Review collected by and hosted on G2.com.

Ron V.

President/Owner

Small-Business (50 or fewer emp.)

4/9/2025

"A welcome cloud-based file storage and sharing service tailored for the accounting industry."

4/5

What do you like best about SmartVault?

Easy to set up and access SmartVault by web portal. Convenient to upload and download documents or print directly from the portal. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

Awkward navigation and documentation could use some improvement and updating. Review collected by and hosted on G2.com.

What problems is SmartVault solving and how is that benefiting you?

As the owner of a small business, I have been using a CPA – the same one – for many years for my business and personal taxes. In my early years we shared documents by fax and then by secure email or secure cloud transfer. At the beginning of 2023 he implemented SmartVault for sharing documents which I have now been using regularly for the past two years. As his client, this made it much more convenient to prepare and transfer documents when they were needed, as well as download documents for immediate attention. SmartVault is essentially a cloud storage and file sharing service. The advantage is that its focus is to handle accountant / client collaboration. A very nice benefit from a diligent accountant, like mine, was to upload 3 years of my previous tax and accounting information for easy access if needed. At first, I thought the navigation was a bit clunky. Moving back and forth among the pre-defined folders for uploads and downloads and for multiple accounts was not immediately intuitive but I got used to it quickly. I think some of the terminology and phraseology used in the help and instruction documents could be made clearer. For instance, in some of the documentation there are references for Guest Users which mostly refer to accountant’s clients. For some reason the term Guest Users does not sit well with me when working with accounting information Review collected by and hosted on G2.com.

Neha Y.

Key Accounts Manager

Small-Business (50 or fewer emp.)

3/21/2025

"SmartVault Review- Good Platform"

3.5/5

What do you like best about SmartVault?

SmartVault shines with its user-friendly design. The platform is easy to navigate, which means even those without technical expertise can quickly upload, organize, and securely share files. Its built-in features like document scanning, automatic backups, and version tracking simplify managing documents. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

On the downside, SmartVault might not be the best fit for smaller businesses or individuals due to its higher cost. Although it offers a wide range of features and strong security measures, the price can be a barrier for some. Furthermore, the customization options are somewhat limited, which may not suit all specific needs. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

1/22/2025

"Great program for secure storage!"

4/5

What do you like best about SmartVault?

It is a very secure program that allows ease of upload for staff & ease of access for clients. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

It is best when used in the cloud, and sometimes that is not always accessible when needed. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/14/2025

"Easy document management and storage solution."

4.5/5

What do you like best about SmartVault?

Its is user-friendly and it has a strong security measures. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

It has lmited offline capabilities. For beginners it might not be easy to use. Review collected by and hosted on G2.com.

Omri D.

Transaction services Consultant

Enterprise (> 1000 emp.)

8/14/2023

"amazing experiance. easy to use"

5/5

What do you like best about SmartVault?

What is most impressive about this tool is its functionality and ability to maneuver according to any required situation. Also, it is very easy for the end user and saves a lot of time compared to other tools that exist in the industry. Truly, this product changes the entire user experience compared to any other tool. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

It does not have many disadvantages, but if there is one disadvantage, it is the initial orientation to the tool before the required operation can be performed. It is easy to adopt compared to everything on the market, but it is still possible to work on its accessibility and maximize accessibility to a better place Review collected by and hosted on G2.com.

Sattwik M.

Review Freelancer(Specialist)

Enterprise (> 1000 emp.)

11/21/2023

"Very good products and value for money for our business"

5/5

What do you like best about SmartVault?

Smart Vault gives the smart facilities with Walt services. The additional features are really very helpful and improves the quality of the company. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

The price of the products is little bit high but it's not a bad thing actually because they provide value for money services. Review collected by and hosted on G2.com.

Harsh G.

Small-Business (50 or fewer emp.)

4/14/2023

"Fabulous"

3.5/5

What do you like best about SmartVault?

Smart vault is digital storage solution where i can store all my passwords,keys, digital certificates and even i can store my crypto in it. Everything i stored in it is secured. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

When i was firstly using the smart vault,there i found some difficulty to setup the smart vault,so i think these things should be solved.

In signup process i want to see some improvements. Review collected by and hosted on G2.com.

Verified User in Accounting

Enterprise (> 1000 emp.)

4/24/2023

"SmartVault short summary"

4.5/5

What do you like best about SmartVault?

I like SmartVault for its ease of use. The platform is straightforward and intuitive, making it easy for even non-technical users to upload, organize, and share files securely.

SmartVault features are designed to improve document management workflows, including document scanning, automatic backups, and version control. It also integrates with popular accounting and workflow software like Xero or Microsoft Office, making it easy to manage and share documents across different platforms. Review collected by and hosted on G2.com.

What do you dislike about SmartVault?

SmartVault is not the most cost-effective solution for smaller businesses or individuals. While the platform offers a range of features and security measures, it also comes with a high price tag. It's also not very customizable. Review collected by and hosted on G2.com.

What problems is SmartVault solving and how is that benefiting you?

Letting me upload, organize, and share files securely. Security is a top priority for SmartVault, and the platform offers a range of security features to ensure the safety of your sensitive documents. This includes 256-bit AES encryption, secure data centers, and multi-factor authentication. That removes a user's worries who's from a non-technical background. Review collected by and hosted on G2.com.