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.

I find that some of the functionality… I find that some of the functionality that should be easy to implement is just not there. For example, I want a dump of upload data for the time frame I indicate. I don't want all activity and I don't want it in an email. Also, clients should be able to get the emails we want them to receive. For example, when they upload documents they should receive an email confirmin.

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.

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.

You made too many changes this year and… You made too many changes this year and there wasn't enough advanced explanation on how to get things done.