SmartVault

About SmartVault

SmartVault is the easiest and best way to for businesses to securely store, organize, and share their most sensitive documents online. With the convenient platform, businesses can store all documents online, securely share files with anyone, send and receive eSignatures instantly, automate their document workflow, and many more. Give your clients a secure, easy, and professional way to collaborate with you in the cloud. Send documents for signatures, approvals, and payment, and route them back to SmartVault automatically.

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Pricing

Free Trial Available
Starts at $25.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

SmartVault Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Standard $25.00 $35.00 per user / month

$25 Per User Per Month Billed Annually

$35 Per User Per Month Billed Monthly

5 Minimum Users

Features

Cloud-Based Online Document Storage
Secure Client Portal with Custom Branding
Unlimited Storage
Unlimited Clients & External Collaborators
U.S. Based Customer Support

Accounting Pro $45.00 $65.00 per user / month

$45 Per User Per Month Billed Annually

$65 Per User Per Month Billed Monthly

2 Minimum Users

Features

Includes Features of Standard Plan, Plus
Request, Track, and Collect Client Documents
Integrations with Accounting Tech Stack
Advanced Security and Compliance
Bulk Send Returns & Organizers
Customized Folder Templates
Reporting & Activity Logs

Accounting Unlimited $65.00 $90.00 per user / month

$65 Per User Per Month Billed Annually

$90 Per User Per Month Billed Monthly

2 Minimum Users

Features

Includes features of Accounting Pro Plan, Plus
Unlimited SmartVault eSignatures
Unlimited ID verification / Knowledge-Based Authentication (KBAs)
Unlimited PDF Form Fillers
Send Unlimited Quotes & Proposals

Business Pro $50.00 $70.00 per month

$50 Per User Per Month Billed Annually

$70 Per User Per Month Billed Monthly

2 Minimum Users

Features

Includes Features of Standard Plan, Plus
Request, Track, and Collect Client Documents
Advanced Security and Compliance
Customized Folder Templates
Secure Customer Portal Branded with Logo
Reporting & Activity Logs

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Disclaimer: The pricing details were last updated on 03/12/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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SmartVault Reviews

User Rating

4.3/5 (Based on 271 Ratings)

Rating Distribution

Excellent
59.4%
Very Good
22.1%
Average
8.1%
Poor
5.5%
Terrible
4.8%

User Sentiments

Secure File Storage, Seamless Integrations with other software, Ease of Use for document sharing, Efficient Client Portal

Unintuitive User Interface, Lack of Robust Mobile App, Inadequate Customer Support, Confusing Folder Structure

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Review Summary

User reviews of SmartVault highlight both its strengths and weaknesses. While praised for its secure file storage and seamless integration with accounting software, particularly ProSeries, concerns regarding user-friendliness, customer support responsiveness, and pricing are frequently raised. The interface is often criticized for being clunky and outdated, leading to difficulties for clients in navigating and uploading documents. Additionally, users report inconsistent customer support and a lack of technical assistance, making troubleshooting issues challenging. The auto-renewal policy and limited refund options are also major points of contention. Overall, SmartVault offers a valuable solution for secure document storage and sharing, but requires improvement in its user experience, customer support, and pricing model.