--- 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) ![Cristi C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cristi C.") CC Cristi C. Senior Tax Associate Small-Business (50 or fewer emp.) 11/12/2020 "Great product for folks who work remote" 5/5 What do you like best about SmartVault? This product is easy to use, reliable and intuitive. The service is always up (at least in my experience) our firm uses it for everything. It literally is the backbone for all of our client files for tax season and write up. Review collected by and hosted on G2.com. What do you dislike about SmartVault? I heard it is expensive but I am not involved in pricing. Review collected by and hosted on G2.com. Recommendations to others considering SmartVault: Ease of use with remote users. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? the benefits are HUGE - we came from DMS which was a slug - this is great Review collected by and hosted on G2.com. Show More 11/19/2020 Validated ReviewerSource: Organic RD Raissa D. Small-Business (50 or fewer emp.) 11/12/2020 "Smartvault" 4/5 What do you like best about SmartVault? Ease of use for clients, great for managing multiple documents at once. Review collected by and hosted on G2.com. What do you dislike about SmartVault? Freezes a lot, not as user friendly on the internal side as I would like. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Our company has been able to go paperless using Smartvault, it has been incredibly helpful Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 11/13/2020 "Easy to use!" 5/5 What do you like best about SmartVault? I love the way the current interface is set up in the advanced version of SV its easy to navigate through and incredibly user friendly. Review collected by and hosted on G2.com. What do you dislike about SmartVault? That there is currently no option to move bulk files/folders into another location. If I create a sub folder for example and am moving files over i need to move them one at a time from the current file location to the new sub folder location. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? We needed a secure way to store our files digitally and we received it through SV. I realized the desktop application for SV allows for downloads of all live vaults to your personal storage and I can easily move folders around from there! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 11/17/2020 "I would recommend." 4/5 What do you like best about SmartVault? I have been very satisfied with smart vault. It allows us to organize, archive, & share documents securely for a large amount of client files. You can access docs easily while out at a client or while working from home. There is support chat has been very helpful. Review collected by and hosted on G2.com. What do you dislike about SmartVault? Integration in the beginning was little tough until I got the hang of it. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Its an easy was to securely share documents with clients. 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.) 11/12/2020 "great storage option" 5/5 What do you like best about SmartVault? We save a lot of time by directly printing PDFs to SmartVault Review collected by and hosted on G2.com. What do you dislike about SmartVault? The online portal and the desktop portal are different in what they allow you to do. Review collected by and hosted on G2.com. Recommendations to others considering SmartVault: It saves a lot of time when you have to send clients PDFs that alone is really nice Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? I am really happy with it, the client portal is easy to use thats important so they dont contact us as much Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tammy H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tammy H.") TH Tammy H. Operations / Client Relations Manager Small-Business (50 or fewer emp.) 11/12/2020 "Smartvault is awesome" 5/5 What do you like best about SmartVault? Its is easy to use and customer service is very quick! Review collected by and hosted on G2.com. What do you dislike about SmartVault? I would like to have a search option using client id's Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? easy file storage and document sharing with clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Alex O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex O.") AO Alex O. Small-Business (50 or fewer emp.) 12/21/2020 "Good Product at a Great Price" 5/5 What do you like best about SmartVault? The product is a at a good price especially compared to some of the bigger name options. Review collected by and hosted on G2.com. What do you dislike about SmartVault? I wish there an phone app for clients. Like any portal software there is a decent learning curve. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Secure portal system for clients to access tax returns and other documents. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic TW Tara W. Small-Business (50 or fewer emp.) 11/12/2020 "Almost a 10!!" 4.5/5 What do you like best about SmartVault? The best feature is the speed that using a document management software like SmartVault has because it is cloud-based. It also don't lock up. Review collected by and hosted on G2.com. What do you dislike about SmartVault? The editing feature is not easy to use, and also requires zooming each page. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Our biggest issue was speed and security. We received this with SmartVault. Our clients also like that it is easy to upload and download their documents. Review collected by and hosted on G2.com. Show More 5/12/2022 Validated ReviewerSource: Organic ![Harshithareddy A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshithareddy A.") HA Harshithareddy A. Mid-Market (51-1000 emp.) 10/5/2020 "Secure and easy to use" 5/5 What do you like best about SmartVault? This is the best way to secure your files. we can share the files to limited people. we can manage our file easily. Review collected by and hosted on G2.com. What do you dislike about SmartVault? Customer support is not as expected. No Calls and they are not able to fix the technical issue. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Storing online documents securly. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite JA Jim A. Small-Business (50 or fewer emp.) 11/12/2020 Business partner of the seller or seller's competitor, not included in G2 scores. "Great product for my CPA practice." 5/5 What do you like best about SmartVault? Makes it very easy to store a cloud back-up of the tax return along with the source documents. Also makes it easy for clients to upload into the portal, and to share documents. I use Proseries tax software and the integration is great. Review collected by and hosted on G2.com. What do you dislike about SmartVault? wish that there was a Droid app for my phone. Review collected by and hosted on G2.com. What problems is SmartVault solving and how is that benefiting you? Makes securely sending/sharing files a snap. Review collected by and hosted on G2.com. Show More Validated 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 [What terminal emulators handle cross-platform protocol support best for legacy IT systems administration across mixed environments?](https://www.g2.com/discussions/what-terminal-emulators-handle-cross-platform-protocol-support-best-for-legacy-it-systems-administration-across-mixed-environments)[What is the most affordable note-taking software for teams?](https://www.g2.com/discussions/what-is-the-most-affordable-note-taking-software-for-teams)[Top tools for billing compliance and tax calculation](https://www.g2.com/discussions/top-tools-for-billing-compliance-and-tax-calculation) [Which content curation vendors have the strongest automated content moderation and brand-safety controls?](https://www.g2.com/discussions/which-content-curation-vendors-have-the-strongest-automated-content-moderation-and-brand-safety-controls)[Which connected worker platforms are the most user-friendly for frontline workers who are not comfortable with technology and need something they can actually navigate without training?](https://www.g2.com/discussions/which-connected-worker-platforms-are-the-most-user-friendly-for-frontline-workers-who-are-not-comfortable-with-technology-and-need-something-they-can-actually-navigate-without-training)[Pros and Cons Details](https://www.g2.com/products/smartvault/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)