SmartVault

"Good Product at a Great Price"

What do you like best about SmartVault? The product is a at a good price especially compared to some of the bigger name options. What do you dislike about SmartVault? I wish there an phone app for clients. Like any portal software there is a decent learning curve. What problems is SmartVault solving and how is that benefiting you? Secure portal system for clients to access tax returns and other documents.

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

"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 ...

"Smartvault"

What do you like best about SmartVault? Connected Desktop Features. Great customer service. Many years ago we switched from file cabinet cs. Happy with portal. What do you dislike about SmartVault? Cannot open multiple clients on Portal but can open multiple clients on Desktop What problems is SmartVault solving and how is that benefiting you? Accessible from anywhere.

"SmartVault is great for bookkeepers"

What do you like best about SmartVault? All the statements and reports I need to keep each of my clients' books are kept in order, very easy to access, and above all, secure! What do you dislike about SmartVault? The upload interface for clients is less intuitive than the dashboard I can use as an admin. Some jobs also require me to leave the dashboard view, which I've found to be a little complex to pull off. What problems is SmartVault solving and how is that benefiting you? No more ...

"SmartVault - smarter than our last portal"

What do you like best about SmartVault? The ease of which it is to use, the desktop application, the ability to drag in entire folder trees for uploading to client portals, the ability to custom secure folders by the user. It is great for us as we have multiple clients of which need multiple people / vendors to have access to their info but not have access to EVERYTHING. This is great with families and companies with multiple owners. What do you dislike about SmartVault? The pop-up to the ...

"Great file management system"

What do you like best about SmartVault? I love the interface. It is very intuitive. And I like how secure it is. What do you dislike about SmartVault? It is really good. I wouldn't change a thing. Recommendations to others considering SmartVault: It is a great system. What problems is SmartVault solving and how is that benefiting you? I use it for financial document exchange with my CPA. It is secure, simple to use, and allows me to upload all the documents at one time in a single click.