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.

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.

Core tool in my virtual bookkeeping business I've been using SmartVault as my core document management system in my virtual bookkeeping business since 2009 and it has been as important as the accounting software I use with my clients. I love how secure and simple it is to use, and my clients love it too. I've not seen another DMS that has the same functionality and convenience, even those used by large accounting firms. Still the best in my opinion.

Overall I love SmartVault Overall I love SmartVault, but my scanner won't save directly to it (probably scanner issue) and I can't (easily) make changes to names of folders that I want to add/alter. (operator error?). I have found that recent updates have been GREAT! and the more experience I get the better the software becomes. Love the "print" feature from Pro-Series tax software direct to SmartVault, so easy. I do find that my clients with little computer experience have difficulty accessing the software, others no issues at all. Good customer service! Very helpful representatives. Attended a couple of recent online trainings, too fast (presenter barely took a breath), too high level, zero questions at the end, those were disappointing, but I do know that I can follow up with representative when I get time.

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.