SmartVault Reviews & Pricing

by SmartVault | Founded 2008, Houston, Texas

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What is SmartVault?

Industry Specialties: Accounting, Automotive, Community Banks, Construction, Credit Unions, Education, Financial Services, Healthcare, Legal, Manufacturing, Other Industries, Real Estate, Retail.

SmartVault is a robust document management software designed to streamline the organization and accessibility of digital files. It is particularly well-suited for industries such as accounting, finance, and legal services, where secure document storage and easy retrieval are paramount. Users benefit from its cloud-based storage, which ensures documents are accessible from anywhere, enhancing collaboration and efficiency. Unique features include secure client portals, automated workflows, and seamless integration with popular accounting software. Users appreciate its intuitive interface and strong security measures, which include encryption and audit trails. Compared to similar products, SmartVault is praised for its user-friendly design and comprehensive feature set. Pricing details are not explicitly available, and potential users are encouraged to contact SelectHub for a tailored quote. Overall, SmartVault stands out for its ability to enhance document management processes while maintaining high security and accessibility standards.

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User Sentiment

Based on 227 reviews:

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SmartVault Pricing

Based on our most recent analysis, SmartVault pricing starts at $25 (Per User, Monthly).

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Starting From: $25
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

SmartVault is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for SmartVault:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

SmartVault Benefits and Insights

Why use SmartVault?

Key differentiators & advantages of SmartVault

Enhanced Collaboration: SmartVault allows team members to access and share documents securely from anywhere, facilitating seamless collaboration and reducing the need for physical document exchanges.
Improved Security: With bank-level encryption and customizable access controls, SmartVault ensures that sensitive documents are protected against unauthorized access, providing peace of mind for businesses handling confidential information.
Streamlined Workflow: By automating document management tasks such as filing, retrieving, and sharing, SmartVault reduces manual workload, allowing employees to focus on more strategic activities.
Regulatory Compliance: SmartVault helps businesses adhere to industry regulations by maintaining detailed audit trails and ensuring that document handling processes meet compliance standards.
Cost Efficiency: By reducing the need for physical storage and minimizing paper usage, SmartVault helps businesses cut costs associated with traditional document management methods.
Time Savings: Quick search and retrieval features enable users to find documents in seconds, significantly reducing the time spent on document management tasks and increasing overall productivity.
Scalability: As businesses grow, SmartVault can easily scale to accommodate increasing document volumes and user numbers without compromising performance or security.
Integration Capabilities: SmartVault integrates with popular business applications like QuickBooks and Xero, allowing for seamless data flow and reducing the need for duplicate data entry.
Remote Accessibility: With cloud-based access, SmartVault ensures that employees can access necessary documents from any location, supporting remote work and flexible business operations.
Disaster Recovery: SmartVault's cloud storage provides a reliable backup solution, ensuring that documents are safe and recoverable in the event of a disaster or data loss incident.

Industry Expertise

SmartVault is a software solution that caters specifically to the accounting industry, offering document management and other related services. It is best suited for accountants, business owners, and other professionals who need a secure and efficient way to manage their clients' financial documents.

SmartVault Reviews

Average customer reviews & user sentiment summary for SmartVault:

227 reviews

88%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of SmartVault reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Easy to Use: SmartVault is known for its user-friendly interface, allowing users to easily add client folders, share subfolders, and locate documents using filters.
Robust Integrations: The software integrates seamlessly with popular business applications like QuickBooks and Microsoft Outlook, streamlining workflows.
Strong Security: SmartVault prioritizes document security with features like AES-256 encryption, giving users peace of mind when handling sensitive information.
Client Collaboration: The platform facilitates easy and secure file sharing with clients through its branded client portal.

Cons

Customer Service: Users have reported experiencing difficulties with SmartVault's customer service.
Pricing: Some users have expressed concerns about the pricing structure of SmartVault.
Occasional Glitches: Users have occasionally encountered technical issues or glitches while using the software.

Researcher's Summary:

Is SmartVault truly a smart vault for your documents, or does it miss the mark? User reviews from the past year paint a mixed picture of this document management software. While many appreciate its ease of use and robust security features, some have expressed concerns about customer service, pricing, and occasional glitches.

SmartVault shines in its user-friendliness and security. Users highlight the intuitive interface, making it simple to upload, organize, and share files. The integration with popular tools like Outlook streamlines workflows, allowing users to easily share documents via email. The robust security features provide peace of mind, especially for businesses handling sensitive client information. One user praised SmartVault's ability to securely store and share tax documents with clients, eliminating the need for physical storage and enhancing data protection.

However, SmartVault's customer service has been a recurring complaint. Users have reported slow response times, unhelpful representatives, and unfulfilled promises of call-backs. Technical issues, while not widespread, have also been reported, with some users experiencing glitches and syncing problems. These issues, coupled with concerns about price increases, have led some users to explore alternative solutions. For instance, one user, frustrated with ongoing technical issues and unhelpful customer service, ultimately decided to switch to a competitor after experiencing significant disruptions to their workflow.

Overall, SmartVault is a good choice for businesses seeking a user-friendly and secure document management solution, particularly those already familiar with cloud-based software. However, those requiring responsive customer support or seeking advanced features might find SmartVault lacking. Thoroughly evaluating your specific needs and priorities is crucial before committing to SmartVault.

Key Features

Notable SmartVault features include:

Secure Document Storage: SmartVault provides a cloud-based storage solution with bank-level encryption, ensuring your documents are safe from unauthorized access.
Integrated Workflow: Seamlessly integrates with popular software like QuickBooks and Xero, allowing for streamlined document management within your existing workflows.
Customizable Permissions: Offers granular control over who can view, edit, or share documents, enabling tailored access for different team members or clients.
Version Control: Automatically tracks changes and maintains a history of document versions, so you can easily revert to previous iterations if needed.
Client Portal: Provides a secure, branded portal for clients to upload and download documents, enhancing client communication and collaboration.
Mobile Access: Access your documents on-the-go with SmartVault's mobile app, available for both iOS and Android devices.
Document Scanning: Includes a built-in scanning feature that allows you to digitize paper documents directly into your SmartVault account.
Audit Trails: Keeps detailed logs of all document interactions, providing transparency and accountability for compliance and auditing purposes.
Template Management: Create and manage document templates to standardize forms and processes across your organization.
Advanced Search Functionality: Quickly locate documents using robust search tools that filter by metadata, tags, or content.
Email Integration: Directly save email attachments to SmartVault, reducing the need for manual uploads and ensuring important documents are stored securely.
Automated Workflows: Set up automated processes for document approval and routing, increasing efficiency and reducing manual intervention.
Compliance Support: Features designed to help meet industry-specific compliance requirements, such as HIPAA for healthcare or FINRA for financial services.
Custom Branding: Personalize the SmartVault interface with your company’s logo and colors to maintain brand consistency.
Collaboration Tools: Facilitate teamwork with features like shared folders and real-time document editing.
Notifications and Alerts: Stay informed with customizable alerts for document uploads, changes, or access requests.
Multi-Factor Authentication: Enhance security with an additional layer of protection beyond just passwords.
API Access: Offers API capabilities for developers to create custom integrations and extend SmartVault’s functionality.
Data Backup and Recovery: Regularly backs up your data and provides recovery options to protect against data loss.
Scalable Storage Options: Accommodates growing storage needs with flexible plans that can scale with your business.