Without a very functional app Without a very functional app, SmartVault has a huge drawback. All our clients ask about an easy app that works and the one that exists has not been updated in all the years we've been a part of SmartVault

Time to Receive Tech Support In my experience, The time to speak with a technician when a technical issue occurs with SmartVault could be improved. Generally, it takes several hours for tech support to return email. Usually, when the call or email is sent I am off to the next project and phone or email tag further complicates the problem.. If a tech support could address my issue at the time of request, it would be extremely helpful.

I’m paying for the Pro version I’m paying for the Pro version, but I cannot add clients. And SmartVault’s idea of support is a BOT that is not providing the assistance I need. I find this to be ridiculous. This is very frustrating. I need to speak with a human.

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

There were times when i had uploaded an… There were times when i had uploaded an excel spreadsheet to work on and saved it several times, but it never saved to the desktop folder and had to recreate the work. This happened on multiple occassions. But overall, the filing system is still very good. Also, when giving rights to clients, once i have indicated the sub folders should be accessible by client, the system did not allow access to sub or sub-sub folders and i had to go in to the furtherest sub folder and provide access to client.