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AU
Anonymous User
11/13/21
"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.
AU
Anonymous User
11/13/21
"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.
SP
Sibylle P
11/12/21
"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 ...
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SP
Sibylle P
11/12/21
"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 ...
Read more
NA
Nicholl A
11/02/21
"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 ...
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NA
Nicholl A
11/02/21
"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 ...
Read more
AU
Anonymous User
09/21/21
"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.
AU
Anonymous User
09/21/21
"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.
AO
Alex O
12/21/20
"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.
AO
Alex O
12/21/20
"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.
