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.
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
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 is very easy to use. I have had to do minimal training with our staff to learn how to use it. Review collected by and hosted on G2.com.
Sometimes it freezes up when I upload large files or multiple files at one time. Review collected by and hosted on G2.com.
Branded portal for my clients to use. Secure encrypted file storage. I like the new user interface but want to see it rolled out to more parts of the software. Review collected by and hosted on G2.com.
Difficult for new users to learn. The interface needs to be a bit smoother. Review collected by and hosted on G2.com.
It can be tailored to my company and it's GDPR compliant Review collected by and hosted on G2.com.
Not every client can use it. I faced a bit of resistance from some of my clients who liked to old ways. Review collected by and hosted on G2.com.
I love being able to print digital copies of tax returns straight to SmartVault. This is includes our firm copy & client copy. Super simple to use. Our clients seem to like it as well. Review collected by and hosted on G2.com.
The website app is a little more difficult to navigate than the desktop app. Review collected by and hosted on G2.com.
It is great for securely sharing financial reports. The templates are great, once you learn how to use them. Review collected by and hosted on G2.com.
There is a pretty big learning curve to the software. Review collected by and hosted on G2.com.
I love the desktop syncing so that everything can be stored in the cloud but is easy to access from my desktop Review collected by and hosted on G2.com.
I don't think it is easy to roll forward years/engagements for clients Review collected by and hosted on G2.com.
I like that it has an easy to use interface and helpful customer service. The integration with DocuSign is also helpful. Review collected by and hosted on G2.com.
I wish it would automatically notify us when someone uploads documents. Review collected by and hosted on G2.com.
The functionality is great, the workflows save time, the clients love it, and the Docusign integration is perfect. Review collected by and hosted on G2.com.
The web UI take some time to get used too. Review collected by and hosted on G2.com.
The ability to efficiently receive and transmit information back and forth between clients has been great. Review collected by and hosted on G2.com.
There can be a little frustration when it comes to the search function of clients and their vaults. Review collected by and hosted on G2.com.
that It's easy to use and always available online. Review collected by and hosted on G2.com.
So far I have no negative comments on the uses that I give to this application. Review collected by and hosted on G2.com.
