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

Secure and Reliable platform, has room for continued improvement I've used SmartVault for about 8 years now. I rely on it's security and simplicity for clients to upload sensitive information, and as a long term storage facility for all of my tax and financial planning work. As a result, I have a mobile office setup with no filing cabinets of client documents. SV has made many upgrades to their interface and functionality in the last couple of years. Their implementation isn't always perfectly smooth - I've had some issues with certain features. Their people are mostly very helpful and prompt, but not always. Lastly, the mobile app is very useful, but again could be a little more user friendly. These are the reasons for 4 rather than 5 stars.

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.

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.

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.