--- title: SmartVault Reviews meta\_title: 'SmartVault Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 103 reviews by the users' company size, role or industry to find out how SmartVault works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 103 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Content Management url: https://www.g2.com/categories/content-management --- ### SmartVault Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users love the **ease of use** of SmartVault, appreciating its intuitive design for secure file management. [(4 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=1760761&qs=pros-and-cons#reviews) Users value the **easy upload** feature of SmartVault, appreciating its intuitive interface and secure access for all users. [(4 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2008103&qs=pros-and-cons#reviews) Users highlight the **secure sharing capabilities** of SmartVault, making document management seamless and user-friendly. [(4 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2054162&qs=pros-and-cons#reviews) Users appreciate the **strong security measures** of SmartVault, ensuring safe and easy access for both staff and clients. [(4 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2008110&qs=pros-and-cons#reviews) Users appreciate the **secure file sharing** of SmartVault, enjoying the ease of managing and sharing documents confidently. [(3 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2054163&qs=pros-and-cons#reviews) Users find **limited customization** frustrating, wishing for more flexibility to better suit their office needs. [(3 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2201816&qs=pros-and-cons#reviews) Users find SmartVault to be **expensive** , making it less accessible for smaller businesses and individuals seeking cost-effective solutions. [(2 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=1760722&qs=pros-and-cons#reviews) Users express concerns about the **high pricing** of SmartVault, which may limit accessibility for smaller businesses and individuals. [(2 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=1760785&qs=pros-and-cons#reviews) Users find the **high cost** of SmartVault to be a barrier, especially for smaller businesses and individuals. [(1 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2054159&qs=pros-and-cons#reviews) Users often face **integration issues** , dealing with a significant number of duplicate entries in SmartVault. [(1 mentions)](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2372487&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of SmartVault ##### 1. Ease of Use Users love the **ease of use** of SmartVault, appreciating its intuitive design for secure file management. [ See 4 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=1760761&qs=pros-and-cons#reviews) See Related User Reviews ![Kim S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kim S.") KS 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neha Y.") NY 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 ##### 2. Easy Upload Users value the **easy upload** feature of SmartVault, appreciating its intuitive interface and secure access for all users. [ See 4 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2008103&qs=pros-and-cons#reviews) See Related User Reviews ![Kim S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kim S.") KS 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 RV 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. ##### 3. Secure Sharing Users highlight the **secure sharing capabilities** of SmartVault, making document management seamless and user-friendly. [ See 4 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2054162&qs=pros-and-cons#reviews) See Related User Reviews ![Neha Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neha Y.") NY 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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, ##### 4. Security Users appreciate the **strong security measures** of SmartVault, ensuring safe and easy access for both staff and clients. [ See 4 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2008110&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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. ##### 5. File Sharing Users appreciate the **secure file sharing** of SmartVault, enjoying the ease of managing and sharing documents confidently. [ See 3 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2054163&qs=pros-and-cons#reviews) See Related User Reviews ![Neha Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neha Y.") NY 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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, ### 5 Cons or Disadvantages of SmartVault ##### 1. Limited Customization Users find **limited customization** frustrating, wishing for more flexibility to better suit their office needs. [ See 3 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2201816&qs=pros-and-cons#reviews) See Related User Reviews ![Kim S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kim S.") KS 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 phon ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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 ##### 2. Expensive Users find SmartVault to be **expensive** , making it less accessible for smaller businesses and individuals seeking cost-effective solutions. [ See 2 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=1760722&qs=pros-and-cons#reviews) See Related User Reviews ![Neha Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neha Y.") NY 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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U 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 ##### 3. Pricing Concerns Users express concerns about the **high pricing** of SmartVault, which may limit accessibility for smaller businesses and individuals. [ See 2 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=1760785&qs=pros-and-cons#reviews) See Related User Reviews ![Neha Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neha Y.") NY 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Manvir S.") MS 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 ##### 4. Cost Issues Users find the **high cost** of SmartVault to be a barrier, especially for smaller businesses and individuals. [ See 1 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2054159&qs=pros-and-cons#reviews) See Related User Reviews ![Neha Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neha Y.") NY 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 ##### 5. Integration Issues Users often face **integration issues** , dealing with a significant number of duplicate entries in SmartVault. [ See 1 mentions ](https://www.g2.com/products/smartvault/reviews?filters%5Bsentiment_snippet%5D=2372487&qs=pros-and-cons#reviews) See Related User Reviews ![Jeffrey J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeffrey J.") JJ 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 ## Top-Rated Alternatives [ ![Progress ShareFile](https://images.g2crowd.com/uploads/product/hd_favicon/0f72809916b93e221e68872730635739/progress-sharefile.svg "Progress ShareFile") Progress ShareFile 4.2/5(1,541) ](https://www.g2.com/products/progress-sharefile/reviews) [ ![Revver](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8d9b1b35ae4dde5e7e28c8bcc945df6f/revver.png "Revver") Revver 4.4/5(474) ](https://www.g2.com/products/revver/reviews) [ ![Dropbox](https://images.g2crowd.com/uploads/product/hd_favicon/1553873478/dropbox.svg "Dropbox") Dropbox 4.4/5(31,415) ](https://www.g2.com/products/dropbox/reviews) [ View All Alternatives ](https://www.g2.com/products/smartvault/competitors/alternatives) DK Deanne K. Small-Business (50 or fewer emp.) 11/13/2020 "Great product" 5/5 What do you like best about SmartVault? Smartvault is very easy to use and has many videos to answer any questions on how to use . I have been using it for over a year now and it makes it so quick to send and receive documents to our clients . The pricing was much better than other companies that we looked into . Review collected by and hosted on G2.com. What do you dislike about SmartVault? Not able to move all documents over at one time into our shared drive .. you can only move a couple at a time . Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? We are able to have a secure document client portal where we can easily send correspondence to our clients and they are able to access and drop in documents to us. I love the fact that we receive notification when something is dropped in and I don't have to worry about checking it all the time . Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CB Carla B. Small-Business (50 or fewer emp.) 11/12/2020 "Overall, a good product!" 4.5/5 What do you like best about SmartVault? It is extremely easy to upload documents and links seamlessly to our tax software. Customer support is good and always at the ready when we need them. Review collected by and hosted on G2.com. What do you dislike about SmartVault? It would be helpful to have a document search option directly on the client list screen (in case something was saved to the wrong file for some reason). It can also be cumbersome to add new people to current folders. It would be great if the archiving process were a little easier, especially when we have to pull the client out of archive and make them current again. Review collected by and hosted on G2.com. Recommendations to others considering SmartVault: Use any free trial that might be offered to see if it fits your needs! Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? It's a 2 click print to the the client's file to save the tax return. It saves from having to have multiple locations to save docs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Office M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Office M.") OM Office M. Small-Business (50 or fewer emp.) 11/13/2020 "Fast, Friendly, Secure" 5/5 What do you like best about SmartVault? Smart vault makes uploading and receiving documents so easy. some clients cant travel or do not live locally and they want to be send there info this gives them security and still can work on getting personal matters taken care of by the people who they work with Review collected by and hosted on G2.com. What do you dislike about SmartVault? Sometimes when we need to share a folder with a member from our client s family of legal rep and it will not allow it ask us to create a smart vault for a person or group that doesn't need one. Review collected by and hosted on G2.com. Recommendations to others considering SmartVault: This is a great product and with the Covid Pandemic it makes social distancing work. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Some of the Issues that I had with sending or sharing files with non clients I have figured out how to do it!! and only sharing the file that needs to be shared not the entire folder which makes the whole purpose of being secure better. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic CP Carol P. Freelance Bookkeeper Small-Business (50 or fewer emp.) 11/12/2020 "SmartVault Is Very Helpful" 4.5/5 What do you like best about SmartVault? I like it that it's easy for me to share docs with my clients and that there is a DocuSign feature included when I need it. I also think that having SmartVault as the secure portal on my website helps in obtaining new clients Review collected by and hosted on G2.com. What do you dislike about SmartVault? I wish there was a better way for me to be notified (perhaps via email) when a client uploads a document. Otherwise, I just have to check every once in a while and with me being very busy, having to stop working to check is cumbersome Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? I'm not really having problems, but I would REALLY like to have an email notification when a client uploads a document Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JB Joe B. Small-Business (50 or fewer emp.) 11/17/2020 "Great integration with Intuit Products" 4/5 What do you like best about SmartVault? Smartvault has assisted us with integrating our financial software to the cloud with ease and effective safety. Review collected by and hosted on G2.com. What do you dislike about SmartVault? There are some issues we've had with setting up folders and related parameters, so there is a learning curve to the cloud based software. But with the help of the tutorials and their helpful tech support, it is getting better. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? We have realized the benefits of going to the cloud for sourcing and placing documents. We are now going to next level of experimenting with portals for clients to assist in communication with us. We are trying to solve the problem of inefficiency and document transportation. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LH Lydia H. Small-Business (50 or fewer emp.) 11/12/2020 Business partner of the seller or seller's competitor, not included in G2 scores. "SmartVault for automation" 5/5 What do you like best about SmartVault? Love the integration with my tax software, ProSeries and also DocUSign which I depend on immensely. With the Pandemic and having to social distance this ability allowed me to continue to work and stay in business. Review collected by and hosted on G2.com. What do you dislike about SmartVault? difficult to understand how to set functions up and utilize the more advanced features Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? less programs I have to use to be automated, SmartVault allows me to print directly to it with little to no problems from my Tax Software, it also allows me to send out the return to be signed through DocUsign and when it's complete it uploads back to SmartVault so I don't have to. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Babeesh O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Babeesh O.") BO Babeesh O. S Enterprise (\> 1000 emp.) 5/28/2021 "Awesome with data exchange" 4.5/5 What do you like best about SmartVault? I like the simplicity of the app. Everyone can use it easily Review collected by and hosted on G2.com. What do you dislike about SmartVault? The overall look and feel should have been little more attractive. Review collected by and hosted on G2.com. Recommendations to others considering SmartVault: Great experience. Go for it Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? We use it for storing and sharing the reference documents that we use for daily work. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Daniel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel S.") DS Daniel S. Staff Accountant Small-Business (50 or fewer emp.) 11/18/2020 "A solid document filing system" 4/5 What do you like best about SmartVault? 1) Easy to navigate. 2) Allows carrying forward of pre-templated folders. 3) Close your file and it automatically checks back in to filing cabinet. Review collected by and hosted on G2.com. What do you dislike about SmartVault? 1) Sometimes there is a bit of lag when jumping around and opening files. 2) It would nice to check out a file in a non-editable manner so that you can be sure you do not make any changes to a file you are viewing . Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? This application allows our firm to maintain a paperless environment while securely storing our client files in an easy to access manner Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Smith S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Smith S.") SS Smith S. Owner Small-Business (50 or fewer emp.) 11/12/2020 "Certificate Storage" 4/5 What do you like best about SmartVault? I am able to store my my student's certificates so they can assess them if they need a copy to send to the state licensure. Review collected by and hosted on G2.com. What do you dislike about SmartVault? The amount of time to set up a new student account sometimes is too long. There is a delay from the time I name the vault to the time I can scroll down and find it to finish setting it up. Sometimes when I add documents to their vault, the account has to be set up again with their email and a new link sent to them. Review collected by and hosted on G2.com. Recommendations to others considering SmartVault: Remind your clients that they will need to use the same email address to access the documents in their vault. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? My students have access to their certificates of completion if they delete their emails. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic BG Brianna G. Small-Business (50 or fewer emp.) 12/9/2020 "Easy to use, reliable product!" 5/5 What do you like best about SmartVault? The ability to retrieve deleted documents is a fantastic selling point! That, and the ease of getting our clients set up with access. Review collected by and hosted on G2.com. What do you dislike about SmartVault? There isn't anything that I dislike enough not to refer someone to SmartVault. Every program is going to have quirks. SmartVaults' are very minimal! Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? During COVID-19 we have been able to send and receive sensitive information from our clients with ease! This has been a huge blessing while working remotely. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ##### Categories on G2 [Cloud Content Collaboration](https://www.g2.com/categories/cloud-content-collaboration)[Document Management](https://www.g2.com/categories/document-management)[Client Portal](https://www.g2.com/categories/client-portal) ##### Explore More [Top-rated customer success tools for mobile app businesses](https://www.g2.com/discussions/top-rated-customer-success-tools-for-mobile-app-businesses)[What investor relations platforms best address Regulation FD and SEC compliance requirements for IR communications?](https://www.g2.com/discussions/what-investor-relations-platforms-best-address-regulation-fd-and-sec-compliance-requirements-for-ir-communications)[Which community association management systems offer integrated document management and digital record storage?](https://www.g2.com/discussions/which-community-association-management-systems-offer-integrated-document-management-and-digital-record-storage) [What are the best financial fraud prevention platforms for travel and hospitality companies preventing account takeovers?](https://www.g2.com/discussions/what-are-the-best-financial-fraud-prevention-platforms-for-travel-and-hospitality-companies-preventing-account-takeovers)[What corporate volunteering platforms are genuinely worth using for a company that wants to measure real social impact rather than just logging hours for the annual CSR report?](https://www.g2.com/discussions/what-corporate-volunteering-platforms-are-genuinely-worth-using-for-a-company-that-wants-to-measure-real-social-impact-rather-than-just-logging-hours-for-the-annual-csr-report)[Pros and Cons Details](https://www.g2.com/products/smartvault/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)