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.

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.

It's a great program It's a great program. Offers lots of flexiblity with clients and most of all much peace of mind for security against hackers, etc especially for sole practices.

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.

Staff helped me determine the solution… Staff helped me determine the solution to a couple of my issues. We also identified a possible solution to a client issue. We will get back with the client to determine if we have corrected the problems.