Generated from real user reviews
See Related User Reviews
Kim S.
Small-Business (50 or fewer emp.)
5.0/5
"SmartVault Pairs with Lacerte"
What do you like 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
Neha Y.
Small-Business (50 or fewer emp.)
3.5/5
"SmartVault Review- Good Platform"
What do you like about SmartVault?
SmartVault shines with its user-friendly design. The platform is easy to navigate, which means even those without technical expertise can quickly uplo
See Related User Reviews
Kim S.
Small-Business (50 or fewer emp.)
5.0/5
"SmartVault Pairs with Lacerte"
What do you like 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
Ron V.
Small-Business (50 or fewer emp.)
4.0/5
"A welcome cloud-based file storage and sharing service tailored for the accounting industry."
What do you like about SmartVault?
Easy to set up and access SmartVault by web portal. Convenient to upload and download documents or print directly from the portal.
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Neha Y.
Small-Business (50 or fewer emp.)
3.5/5
"SmartVault Review- Good Platform"
What do you like about SmartVault?
SmartVault shines with its user-friendly design. The platform is easy to navigate, which means even those without technical expertise can quickly uplo
Verified User
Enterprise (> 1000 emp.)
4.5/5
"SmartVault short summary"
What do you like 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,
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Verified User
Small-Business (50 or fewer emp.)
4.0/5
"Great program for secure storage!"
What do you like about SmartVault?
It is a very secure program that allows ease of upload for staff & ease of access for clients.
Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Easy document management and storage solution."
What do you like about SmartVault?
Its is user-friendly and it has a strong security measures.
See Related User Reviews
Neha Y.
Small-Business (50 or fewer emp.)
3.5/5
"SmartVault Review- Good Platform"
What do you like about SmartVault?
SmartVault shines with its user-friendly design. The platform is easy to navigate, which means even those without technical expertise can quickly uplo
Verified User
Enterprise (> 1000 emp.)
4.5/5
"SmartVault short summary"
What do you like 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,
See Related User Reviews
Kim S.
Small-Business (50 or fewer emp.)
5.0/5
"SmartVault Pairs with Lacerte"
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
Verified User
Enterprise (> 1000 emp.)
4.5/5
"SmartVault short summary"
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 m
See Related User Reviews
Neha Y.
Small-Business (50 or fewer emp.)
3.5/5
"SmartVault Review- Good Platform"
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
Verified User
Enterprise (> 1000 emp.)
4.5/5
"SmartVault short summary"
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 m
See Related User Reviews
Neha Y.
Small-Business (50 or fewer emp.)
3.5/5
"SmartVault Review- Good Platform"
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
Manvir S.
Small-Business (50 or fewer emp.)
5.0/5
"One of the best online document storage tool"
What do you dislike about SmartVault?
Connected Desktop facility comes in the top plan only. Morever, clients are not always very comfortable with this tool, mostly they are non technical
See Related User Reviews
Neha Y.
Small-Business (50 or fewer emp.)
3.5/5
"SmartVault Review- Good Platform"
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
See Related User Reviews
Jeffrey J.
Small-Business (50 or fewer emp.)
4.5/5
"Effortless Integration with QuickBooks and ProConnect"
What do you dislike about SmartVault?
The integration resulted in many duplicates
It is great for important document storage. Easy to function, manage documents and share with clients as well. Review collected by and hosted on G2.com.
So far so good, there are no cons from my personal experience. Review collected by and hosted on G2.com.
Ability to access and share documents within the company and with clients. Review collected by and hosted on G2.com.
Some aspects of the software are outdated and customer service could be easier to use. Review collected by and hosted on G2.com.
Seamless integration with cloud storage and high security features makes me use this software. Review collected by and hosted on G2.com.
Sometimes is super slow and glitchy and had to wait for sometime and come back. Review collected by and hosted on G2.com.
The Concept of the Software and the Interface Review collected by and hosted on G2.com.
The customer service, The Support, The software, and integrations Review collected by and hosted on G2.com.
Been a assets to our office for storage. Review collected by and hosted on G2.com.
The New website can be a little difficult to work around. Review collected by and hosted on G2.com.
I like the folder system and the templates. Saves me a ton of time. Review collected by and hosted on G2.com.
It's a little slow to load, I find it frustrating. Review collected by and hosted on G2.com.
Our organisation very satisfied with smart vault and time saving easily stored Review collected by and hosted on G2.com.
This will only slow you down a second sometimes whole work flow suffering Review collected by and hosted on G2.com.
Easy to use, saves documents well and is really useful Review collected by and hosted on G2.com.
sometimes it freezes, or does not allow me to delete stuff the first time round Review collected by and hosted on G2.com.
Very secure. Let's you give appropriate access controls for respective roles and helps you store data in an order. Review collected by and hosted on G2.com.
Access controls. The access control to new member of the team is not upto the mark. Review collected by and hosted on G2.com.
Affordability for a boutique sole practice. Review collected by and hosted on G2.com.
The tech support couldn't reach my clients quick enough. Review collected by and hosted on G2.com.
