SmartVault

Pros: Affordability and security. I was at first concerned about it I can afford it as a sole practitioner since the fees of others scared me, I was glad I found SmartVault with the fee I can afford with the security I need.

Cons: The tech support might be too busy to respond to my request to assist my clients immediately.

Overall: Overall, I am glad I found them. I am at ease for the security of the confidential information with the fee I can afford.

Pros: It is great for securely sharing financial reports. The templates are great, once you learn how to use them.

Cons: There is a pretty big learning curve to the software.

Overall: I mainly use SmartVault for storing and sharing financial reports and other files that need to be safely sent to/from my clients. The user interface is professional looking and a step up from what I was using. At some point I need to take the time to meet with someone and really gain a better understanding of how some of the features work.

Pros: SmartVault allows a seamless print function for our tax software. It also is extremely easy to print to the DMS. Customer Support is always extremely helpful.

Cons: It was be great if it had a document search function directly from the client listing page (in case a document had been incorrectly saved to another file). It can sometimes be cumbersome to add users to the vaults.

Overall: Overall, it is a good solution for document storage, both on the company side and the client side. I do feel like you have to be fairly savvy in order to set up new vaults and folders correctly.

Pros: Reduces the amount of paper we have flying around during tax season & allows us to easily capture signatures via the DocuSign integration.

Cons: I wish we could automatically receive notifications of uploads.

Overall: It is a good product, and we will definitely keep using it, especially if issues like Covid continue to occur.

Pros: -Store all your data safely in one place
-Able to download any document at any time
-Very user friend

Cons: -Can use in more than 1 QuickBooks at a time.

Overall: Great application would definitely recommend to others.

Pros: We save a lot of time by directly printing PDFs to SmartVault. in the past we would have to print and send documents the hard way. now it is just few clicks.

Cons: The online portal and the desktop portal are different in what they allow you to do.

Overall: I am really happy with it, the client portal is easy to use thats important so they don't contact us as much.

Pros: I like that this has allowed me to implement paperless process and meets IRS data security guidelines.

Cons: I don't think engagements roll forward easy from year-to-year and across multiple clients.

Overall: I think SmartVault is easy to use and navigate. I especially allow the desktop syncing so that you an access both from the cloud and thru the Connected Desktop.

Pros: This system has worked very well for our team. We can share documents, ensure we are working with the most recent, and get our work done efficiently - all without using up our own storage.

Cons: I have challenges with the set up as a Z drive vs. logging into the cloud. I've never been able to figure it out.

Overall: A nice product for remote teams. It gives me access to all documents and allows me to share updated documents as needed. A great product

Pros: It is easy to use and has excellent customer service. We have had a really good experience! It far surpasses the previous software we used.

Cons: I wish i could sort and filter by client ID. It doesn't impact use though.

Overall: We love this product! I would recommend it to other business and I think our clients enjoy using it to send documents as well.

Pros: The ease to which clients can upload documents. During COVID, this program has been a life saver to ensure we could get everything we needed to complete a return.

Cons: When searching for a client, it seems to take a long time to load. There is also an issue with the software auto-refreshing and most of the time the refresh button does not work.

Overall: This has been a great program for our company. We only have about 12 employees so not being able to have 2 people open a file at the same time is not a huge deal but at a larger company I think this could be an issue.

Pros: Very secure.

Cons: Access controls. Giving access controls to new member of the team is not up to the mark.

Overall: Lets you give appropriate access controls for respective roles and helps you store data in an order.

Pros: Easy of use, reliability and functionality are all pros. The software is perfect for folks who all share data remotely.

Cons: I think it's expensive but I'm not sure. I heard it was $400/user/year but I'm not sure if that is accurate.

Overall: No complaints, I like it much better than DMS. The reliability and ease of use make it worth it in my opinion.

Pros: We love the ability to store, send and receive secure documents while putting clients at ease that their documents are protected. It's user friendly and so easy to manage.

Cons: It would be 5 stars if it were easier to control client portal functions and folder allowances.

Overall: Overall great product- especially once forced to remote work, clients could no longer mail and drop off documents to our firm, so we really relied on the portal to keep our business moving and running efficiently.

Pros: I store all my files using SmartVault and have used it for many years. I've never had any issues in all this time.

Cons: I haven't had any issues. It has served the purpose well.

Overall: I haven't had any issues. It has served the purpose well.