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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

difficult to understand how to set functions up and utilize the more advanced features Review collected by and hosted on G2.com.

I like the simplicity of the app. Everyone can use it easily Review collected by and hosted on G2.com.

The overall look and feel should have been little more attractive. Review collected by and hosted on G2.com.

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.

1) Sometimes there is a bit of lag when jumping around and opening files.

2) It would be 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.

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.

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.

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.

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.