--- 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) CW caitlin w. Small-Business (50 or fewer emp.) 11/13/2020 "great product for tax prep firms" 5/5 What do you like best about SmartVault? 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. What do you dislike about SmartVault? I haven't encountered any downsides so far. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? In addition to viewing their current and prior year tax returns, they can view tax documents as well, which is incredibly useful. Eliminates the need for storing years of paperwork. Our clients have found it very easy to set up and use as well. Really a great product. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Miki E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Miki E.") ME Miki E. Mid-Market (51-1000 emp.) 11/13/2020 "I love SmartVault" 5/5 What do you like best about SmartVault? 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. What do you dislike about SmartVault? There is nothing that I can complain about. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Document storage security since I am a government entity. The benefit is that I can send a link to all of my commissioners to look at their financials instead of having to deliver by email where there is possibility of a security breach. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tracey D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tracey D.") TD Tracey D. Chairwoman to the board of directors Small-Business (50 or fewer emp.) 11/16/2020 "Love this software" 5/5 What do you like best about SmartVault? 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. What do you dislike about SmartVault? 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. Recommendations to others considering SmartVault: It was recommended by my compliance department. Much better than google drive. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Securely keeping my clients documents and the ability to upload documents by not using email. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Michael D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael D.") MD Michael D. Director Small-Business (50 or fewer emp.) 11/14/2020 "SmartVault - Indispensable!" 5/5 What do you like best about SmartVault? 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. What do you dislike about SmartVault? 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. Recommendations to others considering SmartVault: If you need a comprehensive solution to manage your practice files and document sharing requirements look no further than SmartVault. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Document storage, document sharing, e-signing and integration with my other software. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 11/13/2020 Business partner of the seller or seller's competitor, not included in G2 scores. "Easy to Use" 5/5 What do you like best about SmartVault? I love being able to share & store sensitive documents for clients Review collected by and hosted on G2.com. What do you dislike about SmartVault? 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. What problems is SmartVault solving and how is that benefiting you? I have not encountered any problems. I love the integration of Docusign and being able to use all in one platform. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SS Stacey S. Small-Business (50 or fewer emp.) 11/12/2020 "This let me go Paperless" 5/5 What do you like best about SmartVault? The ease of use and how easy it is for my Clients to use Review collected by and hosted on G2.com. What do you dislike about SmartVault? 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. Recommendations to others considering SmartVault: I really like smartvault. I use Proseries for my support because they know how it works with my software Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Working Remote during Covid. We are working with the same information. My office manager can get me documents securely Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Georgia K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Georgia K.") GK Georgia K. Partner & Certified Public Accountant Small-Business (50 or fewer emp.) 11/16/2020 "Consistent and Cheaper than the Competition" 4/5 What do you like best about SmartVault? My small accounting firm has used Smartvault for many years with very little issues. We find it consistent and much cheaper then a lot of options out there. Review collected by and hosted on G2.com. What do you dislike about SmartVault? 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. What problems is SmartVault solving and how is that benefiting you? It is a cheaper way to make tax returns and other documents available to all out clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic BH Becca H. Small-Business (50 or fewer emp.) 11/16/2020 "Satisfied User" 5/5 What do you like best about SmartVault? Being able to share documents with clients with the email links. Review collected by and hosted on G2.com. What do you dislike about SmartVault? Assigning permissions seems a little cumbersome. Review collected by and hosted on G2.com. Recommendations to others considering SmartVault: Take it for a test drive. We jumped right in and never looked back. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Ability to share completed work with clients and clients uploading QB files and other documents for easy download on our end. The biggest benefit has been the speed with which we can get data vs. hard copy drop off. Review collected by and hosted on G2.com. Show More 5/16/2022 Current UserValidated ReviewerSource: Organic ![Raquel H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Raquel H.") RH Raquel H. Senior Bookkeeper Small-Business (50 or fewer emp.) 11/12/2020 "I just love smartvault" 5/5 What do you like best about SmartVault? -Very easy to use -Store all my Data in one place - I connected it with QuickBooks Review collected by and hosted on G2.com. What do you dislike about SmartVault? 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. What problems is SmartVault solving and how is that benefiting you? Storing all my data safely in one place. Especially in business you have to legally retain document for a minimum of 7 years Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AF Amanda F. Small-Business (50 or fewer emp.) 11/13/2020 "SmartVault" 5/5 What do you like best about SmartVault? 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. What do you dislike about SmartVault? 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. What problems is SmartVault solving and how is that benefiting you? We can not use email for sensitive documents. We are able to do a lot of things online with clients now thanks to SmartVault! Review collected by and hosted on G2.com. 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