SmartVault Reviews and Ratings

Rating: 6 out of 10

Score

6 out of 10

Community insights

TrustRadius Insights for SmartVault are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Easy to Use: Many users have found SmartVault to be easy to use, with a user-friendly interface and intuitive navigation. They appreciate the simplicity of adding client folders, sharing subfolders, and searching for documents using filters.

Reliable Security Features: The security features of SmartVault are highly regarded by users. They feel confident in storing and sharing sensitive documents securely. This aspect has been praised by multiple reviewers.

Effective Integration with Other Software Applications: Users value the effectiveness and convenience of integrating SmartVault with other software applications. They find it seamless to link tax software or other programs, which enhances their overall experience with the platform.

Reviews

2 Reviews

SmartVault Review

Rating: 1 out of 10

Incentivized

July 29, 2022

Use Cases and Deployment Scope

I utilized Smartvault as a document control feature for our existing clients. Smart Vault then nearly tripled its price for the service. The only notifications of this were some spam emails. Once I found out it was too late. Customer service has been incredibly slow to respond, unhelpful, condescending and unrealistic, requiring several hours of phone calls to get anything answered or changed, I've found. In my view, If I had time to find another service, I would, but at this point, switching would take so much time that I guess we will have to stick it out another year, until things slow down and I can find a replacement. In my opinion, I'd strongly recommend that new users keep looking for something better.

Pros

Easy navigation
Email notifications
Document previews

Cons

Customer service
Pricing
User interface should be smoother

Likelihood to Recommend

I would not recommend it.

Luke Maddux, PG, LG

Geologist in Engineering at Klein & Associates, Inc. (11-50 employees)

Vetted Review

3 years of experience

View profile

SmartVault is an essential accountancy tool.

Rating: 9 out of 10

Incentivized

January 30, 2020

Use Cases and Deployment Scope

SmartVault is used by all employees and clients. There is no alternative with included features presently on the market. We have found zero bugs in five years of use. Initially, there is a steep learning curve. Afterward, it becomes an essential tool that increases efficiency significantly. Support is hard to reach and you cannot call them directly. Also when they were bought out, all support moved overseas. However, we would have preferred to remain with native English speakers.

Pros

Cloud document storage.
Transmission of tax returns to client.

Cons

They have cut back on support as have many SaaS companies recently.
The documentation can sometimes be a little difficult to follow.

Likelihood to Recommend

SmartVault sends out a cover letter with the tax returns that includes a link for them to download their tax returns, avoiding the insecurity of an email attachment. It does not include a statement retrieval feature but does work very nicely with a third-party app called FileThis. The majority of the users in the office have not been able to install the Outlook plug-in due to "a certificate error." In five years, SmartVault has not addressed this issue.

John Griffing

Owner in Corporate at INTELESOFT FINANCIALS (1-10 employees)

Vetted Review

5 years of experience

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