Smartvault Review - why 4.4 stars?

Shlomi Lavi / updated: Sep 22, 2022

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What is Smartvault?

Smartvault is both a cloud-based as well as an on-premise document management system. The system provides secure document storage as well as sharing. Smartvault aims at automating document processes as it digitizes the workflow of the organization to maximize productivity. It is also a great tool that facilitates paperless workplaces as it creates a centralized repository where documents can be stored and retrieved based on the access control granted to the employees.

Some of the key features of Smartvault include compliance tracking, electronic signature, document indexing, optical character recognition, and many more. Smartvault is a product that was designed and launched by a company with a similar name, Smartvault, in 2008. Smartvault is a company based in the United States.

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Who is it best for?

Customers of the software include businesses of all sizes and hailing from all major industries. It has been successfully used in such industries as technology and software development, financial services, automation, manufacturing, retail and sale, education, media and publishing, and others. Some major customers of the software include Root & Associates, Talent Plus Inc, and Knutson CPA etc.

Main features and functionalities

The software offers a centralized repository for online document storage and access. Other than storage, the software also offers safe storage over the internet and features ank-level AES-256 bit encryption for enhanced protection. To control access to documents, granular user permissions can be implemented.

The software features custom branded client portal which can be customized for logo, color scheme, and other aspects. Other important services offered by Smartvault include integration with third party accounting apps, version history, automated email notifications, drive mapping, and phone and email support.

What is the actual cost?

Smartvault provides three license pricing options; Standard, Business Pro, and Accounting Pro. They are:

• Standard starts at $20 per user per month, billed annually, and $28 billed monthly
• Business Pro starts at $40 per user per month, billed annually, and $56 monthly
• Accounting Pro starts at $40 per user per month, billed annually, and $56 monthly

ITQlick pricing score is 3.8 out of 10 (10 is most expensive). Access ITQlick pricing guide for Smartvault. You can also find here pricing information from Smartvault's website.

Pros

• SmartVault is a secure gateway that allows for more electronic data sharing
• Ability to store documents remotely
• Setting up and inviting customers is simple; it grants appropriate access based on their status

Cons

• Users have complained that they are unable to modify documents in Smartvault
• Site goes down in case of heavy traffic

How it stacks up?

Access a head to head analysis of Smartvault vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Smartvault right for you or your business?

SmartVault is a secure document management and file-sharing platform created for CPAs, bookkeepers, and tax professionals. Customers of SmartVault include TaxAssist, BKPS Ltd, Adachi Financial Services, and others.