Does not support MicroSoft Edge Windows 10 Browser Been a user for years. This year, it was a nightmare to get it to work uploading files. I always used Microsoft Edge on a PC. This year I had to DownLoad and Use Google Chrome. How unprofessional and KLUNKY to not support the most popular Browser.

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

Worst User Interface Ever I have been in IT over 40 years and the Smart Vault user interface is one of the worst I have ever used. I now own a tax preparation business so we test tried it out on 10 of our clients, not one could successfully upload their documents on the first try. That was enough for us so we cancelled our subscription.

Not a user-friendly experience Interface: 3 of 5. Customer support: 3 of 5 most days Attitude: 0 of 5 Renewal policy: -5 of 5 They use an unintuitive interface and claim that the security protocols are more important than the user experience. They automatically renew the annual license and offer a ZERO refund policy. To cancel or downgrade, there is a small very small window 30 days before renewal to change the account. Total bunch of jerks.

You made too many changes this year and… You made too many changes this year and there wasn't enough advanced explanation on how to get things done.