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,
See Related User Reviews
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
SmartVault has added tremendous value to the product we offer our clients. It is a one stop shop for people to view their tax returns and documents. Review collected by and hosted on G2.com.
I haven't encountered any downsides so far. Review collected by and hosted on G2.com.
I love the fact that my clients can use and access SV securely. It is easy to use and my sales rep was extremely helpful getting SV downloaded and working. Review collected by and hosted on G2.com.
There is nothing that I can complain about. Review collected by and hosted on G2.com.
My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome. My clients find it easy to work with . Review collected by and hosted on G2.com.
Customer service is not as responsive as I would like. However, I was able to find my answers on FAQ's Review collected by and hosted on G2.com.
The file structures that auto-generates when you set up engagements for clients is a major time saver and provides consistency. The client portal is a secure and efficient solution for document exchange. Review collected by and hosted on G2.com.
Nothing, all works really well and I wouldn't hesitate to recommend to any size of practice. Review collected by and hosted on G2.com.
I love being able to share & store sensitive documents for clients Review collected by and hosted on G2.com.
The only item I dislike about Smartvault is re-sending activation links to new guest users. If a user loses the activation link, because they did not complete it right away or they lost it, there is no way to send a new link. We have to delete the user and recreate to send a new link. This is not a big issue and does not hinder my view of the software, I just hope this will be an update in the future. Review collected by and hosted on G2.com.
The ease of use and how easy it is for my Clients to use Review collected by and hosted on G2.com.
I have not figured out how to add a file for the clients to download to without printing out of ProSeries Review collected by and hosted on G2.com.
My small accounting firm has used Smartvault for many years with very little issues. We find it consistent and much cheaper than a lot of options out there. Review collected by and hosted on G2.com.
There are permissions issues at both the admin and user levels. We have to reset and get on the phone with clients to solve these issues. Review collected by and hosted on G2.com.
Being able to share documents with clients with the email links. Review collected by and hosted on G2.com.
Assigning permissions seems a little cumbersome. Review collected by and hosted on G2.com.
-Very easy to use
-Store all my Data in one place
- I connected it with QuickBooks Review collected by and hosted on G2.com.
I can't use smartvault while have two Quickbooks file open. I usually have to restart my whole system if the app fails. I can't just sign out and sign back in. Review collected by and hosted on G2.com.
I love how easy it is to use. We can not email documents so it has been a life saver for our business!!! Review collected by and hosted on G2.com.
Not being able to drop in a document to ALL clients at one time. You have to do it one at a time. Review collected by and hosted on G2.com.
