SmartVault Reviews in June 2026: User Ratings, Pros & Cons

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.

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

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

"Satisfied User"

What do you like best about SmartVault? Being able to share documents with clients with the email links. What do you dislike about SmartVault? Assigning permissions seems a little cumbersome. Recommendations to others considering SmartVault: Take it for a test drive. We jumped right in and never looked back. What problems is SmartVault solving and how is that benefiting you? Ability to share completed work with clients and clients uploading QB files and other documents for easy download on ...

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.

I love SmartVault

I love SmartVault! it is an amazing program that helps us save and gather client documents.

"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

"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 ...

"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 ...