SmartVault Reviews in April 2025: User Ratings, Pros & Cons

I love SmartVault

I love SmartVault! it is an amazing program that helps us save and gather client documents.

Great solution for your document management

Their platform/program/application is always improving, and upgrading. And, they are making changes based on customer input as well. Support has been onshore and very professional.

I decided to use this program because…

I decided to use this program because of its partnership with proseries tax program. I've used others and each has features you like but the integration between the two programs is great. It's allowing me to gradually transition to a paperless system of storing client info and the fact that its use is not LIMITED to just working with proseries is the real added benefit. Being able to create other folders and grab info easily from emails and upload into SV (smartvault) folders is just great

I love SmartVault

I love SmartVault! it is an amazing program that helps us save and gather client documents.

I decided to use this program because…

I decided to use this program because of its partnership with proseries tax program. I've used others and each has features you like but the integration between the two programs is great. It's allowing me to gradually transition to a paperless system of storing client info and the fact that its use is not LIMITED to just working with proseries is the real added benefit. Being able to create other folders and grab info easily from emails and upload into SV (smartvault) folders is just great

Great solution for your document management

Their platform/program/application is always improving, and upgrading. And, they are making changes based on customer input as well. Support has been onshore and very professional.

"Ease of use"

What do you like best about SmartVault? All the built in liberate for symbols and stencils What do you dislike about SmartVault? The product is too expensive to buy for a newbie Recommendations to others considering SmartVault: Use it What problems is SmartVault solving and how is that benefiting you? Designing cctv systems for third party providers

"Ease of use"

What do you like best about SmartVault? All the built in liberate for symbols and stencils What do you dislike about SmartVault? The product is too expensive to buy for a newbie Recommendations to others considering SmartVault: Use it What problems is SmartVault solving and how is that benefiting you? Designing cctv systems for third party providers

"Best cloud based file sharing software with high bank level security I have ever used."

What do you like best about SmartVault? Sharing files with others full of security is the best thing I have liked in this SmartVault software because they have used bank-level security for your sharing platform. What do you dislike about SmartVault? One thing that I didn't like is its charges for using their system, and they are charging a high amount to use their software. Other than this, everything is good to use What problems is SmartVault solving and how is that benefiting you? I am a ...

"Best cloud based file sharing software with high bank level security I have ever used."

What do you like best about SmartVault? Sharing files with others full of security is the best thing I have liked in this SmartVault software because they have used bank-level security for your sharing platform. What do you dislike about SmartVault? One thing that I didn't like is its charges for using their system, and they are charging a high amount to use their software. Other than this, everything is good to use What problems is SmartVault solving and how is that benefiting you? I am a ...