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.

SmartVault is exactly what we needed to… SmartVault is exactly what we needed to provide clients with a safe and secure portal for their financial records. It is easy to use and interfaces quite well with Right Networks. All of this has made us more efficient and productive.

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

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.

We are currently using SmartVault for… We are currently using SmartVault for our company and so far it has been an easy vault for clients to upload. Some user interfaces and support can improve.