SmartVault Reviews for 2025
Save 40% on your SaaS stack with expert guidance
Free Consultation
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.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
SmartVault Pricing
Looking to Save Time & Money
Audit, consolidate, and save—powered by our internal buying team. Let our experts analyze your current software stack and identify opportunities for cost savings and efficiency improvements.
- Stack Audit
- Cost Reduction
- Expert Team
SmartVault Features
- Content Management
- Document Automation
- Document Capture
- Document Classification
- Drag & Drop
- File Management
- File Sharing
- Secure Data Storage
- Version Control
- 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
User Sentiment - SmartVault Reviews
-
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.
Leave a Review
SmartVault Company Details
Company Name
SmartVault Corporation
Headquarters
United States
Website
smartvault.com
Own this Software?
SmartVault vs. Similar Products
Select up to 3 Software, to enable Comparison
Compare Selected SoftwareSmartVault Alternatives
We use cookies for critical website functionalities, personalised content and social media features, to analyse our traffic and marketing purposes.
This website uses cookies
Cookies are small text files that can be used by websites to make a user’s experience more efficient.
The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This means that cookies which are categorized as necessary, are processed based on GDPR Art. 6 (1) (f). All other cookies, meaning those from the categories preferences and marketing, are processed based on GDPR Art. 6 (1) (a) GDPR.
You can at any time change or withdraw your consent from the Cookie Declaration on our website.
You can read more about all this at the following links.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
These trackers help us to measure traffic and analyze your behavior to improve our service.
These trackers help us to deliver personalized ads or marketing content to you, and to measure their performance.