SmartVault Reviews

& Product Details

What is SmartVault?

SmartVault is an online document management and secure file sharing software designed to optimize how businesses, their staff, and clients gather, store, share, and eSign documents in the cloud. It aims to streamline workflows, facilitate easier collaboration with clients, and reduce costs through an integrated document management and client portal solution.

Built with bank-level security, SmartVault offers a cloud-based document management system and client portal tailored for professional service businesses. It helps reduce costs, increase productivity and employee happiness, ensure compliance, and deliver higher levels of service.

SmartVault’s features include cloud-based document storage, secure file sharing, a branded client portal, easy-to-use online document storage for a range of professional services businesses, and the ability to simplify document eSigning. It also offers streamlined collaboration and seamless integration with important business apps, enhancing efficiency by automating key workflows and eliminating security vulnerabilities associated with consumer-grade cloud apps.

Best For

Online Document Management & Secure File Sharing Software

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
SmartVault Corporation
Located In
United States
Website
smartvault.com

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SmartVault Pricing

Starting from:

$25 /user/month, billed annually

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

SmartVault offers four pricing plans. The Standard plan is $35 per user/month, focusing on secure document storage and sharing. The Accounting Pro plan is $65 per user/month, adding accounting-specific features and integrations. The Accounting Unlimited plan is $90 per user/month, including unlimited eSignatures and ID verification. The Business Pro plan is $70 per user/month, tailored for businesses with advanced security needs. A free trial is available for select plans.

SmartVault Features

Content Management
Document Automation
Document Capture
Document Classification
Drag & Drop
File Management
File Sharing
Secure Data Storage
Version Control

Additional Features

Document Check-In/Out
Search/Filter
Compliance Tracking
Optical Character Recognition
Customizable Templates
Collaboration Tools
Customizable Branding
Full Text Search
File Transfer
Approval Process Control
For Legal Professionals
Third Party Integrations
Document Storage
Task Management
Audit Trail
Alerts/Notifications
Workflow Configuration
Customizable Forms
Forms Management
Access Controls/Permissions
Progress Tracking
Business Process Automation
Contract/License Management
Compliance Management
API
Client Portal
Mobile Access
Archiving & Retention
Template Management
Encryption
Real Time Notifications
Self Service Portal
Workflow Management
Two-Factor Authentication
Electronic Signature
Email Management
Document Management
Customizable Dashboard
Role-Based Permissions
Authentication
Data Security

Additional Features Show Less Features

Global Buzz: SmartVault at a glance

4.5

Global Average Score

Score4.53/5

Reviews4,631

Integration with Accounting Software

Many users appreciate SmartVault’s seamless integration with popular accounting and tax preparation software, such as QuickBooks and Xero. This feature streamlines workflows for accountants, reducing the need for manual document handling and improving efficiency.
Security and Compliance

SmartVault is praised for its robust security features, including encryption, user access controls, and audit trails. These features are crucial for businesses that handle sensitive financial documents, ensuring that they remain compliant with industry regulations like HIPAA and FINRA.
Ease of Use

Users frequently mention that SmartVault is user-friendly, with an intuitive interface that makes it easy to navigate and manage documents. The drag-and-drop functionality, in particular, simplifies the document uploading process.
Document Sharing and Client Portal

The client portal feature is highly valued by users, especially in professional services. It allows for secure document sharing with clients, who can easily upload and download files. This feature improves client communication and streamlines the document exchange process.
Customer Support

SmartVault’s customer support receives positive feedback for being responsive and helpful. Users report that support representatives are knowledgeable and able to resolve issues promptly, which is essential for minimizing downtime.

Price Point

Some users feel that SmartVault’s pricing is on the higher side, particularly for smaller businesses. While the service is robust, the cost can be a barrier for small firms or individual practitioners who may find it challenging to justify the expense.
Limited Customization

There are reports from users who wish for more customization options, particularly in terms of folder structure and document tagging. While the system is generally flexible, the ability to tailor the interface and workflows to specific business needs could be improved.
Learning Curve

Although the interface is user-friendly, some users mention a steep learning curve when first starting with SmartVault. This is especially true for those who are not familiar with document management systems, indicating that more comprehensive onboarding resources could be beneficial.
Speed and Performance Issues

A few users have reported occasional lagging or slow performance, particularly when handling large volumes of documents or during peak usage times. Improving the platform’s speed and reliability could enhance the user experience, especially for high-demand users.
Mobile App Functionality

While SmartVault offers a mobile app, some users feel that it lacks the full functionality of the desktop version. The app could benefit from enhancements that make it more powerful and versatile, enabling users to manage documents effectively on the go.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.