--- description: Detaillierte Informationen über SmartVault zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartVault Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Dokumentenmanagementsysteme](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.com.de/software/82811/smartvault Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/82811/smartvault?page=2) > Mit SmartVault ist es einfach, Dokumente mit einer einzigen integrierten Dokumentenmanagement- und Kundenportallösung zu erfassen, zu verwalten und zu teilen. > > Bewertung: **4.3/5** von 137 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet SmartVault? Wirtschaftsprüfer, Buchhalter, Steuerberater und alle, die nach sicheren Dokumentenmanagement und sicherer Dateifreigabe suchen. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.3/5** | 137 Nutzerbewertungen | | Bedienkomfort | 4.2/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.1/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.0/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: SmartVault - **Region**: Houston, USA - **Gegründet**: 2008 ## Gewerblicher Kontext - **Startpreis**: 70,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - API - Anpassbare Vorlagen - Archivierung & Aufbewahrung - Aufgabenmanagement - Automatisierung von Geschäftsprozessen - Compliance Management - Compliance-Verfolgung - Content-Management - Document Capture - Dokumentenklassifizierung - Dokumentenmanagement - Dokumentenspeicher - Drag-and-Drop - Elektronische Unterschrift - Filesharing - Formularverwaltung - Für Juristen - Kontrolle des Genehmigungsprozesses - Kundenportal - Kundenspezifisches Branding - Mobiler Zugriff - Rollen-basierte Genehmigung - Suchen / filtern - Third-Party Integrations - Verschlüsselung - Versionskontrolle - Vertrags-/Lizenz-Management - Volltextsuche - Werkzeuge zur Zusammenarbeit - Workflow-Konfiguration - Workflow-Management - Zugriffskontrollen / Berechtigungen ## Integrationen (20 insgesamt) - Acctivate Inventory Management - Docusign - Docusign CLM - Emburse Nexonia - FreshBooks - Hubdoc - Intuit ProConnect Tax - Lacerte Tax - LedgerSync - Liscio - Method CRM - Microsoft Outlook - ProSeries Tax - QuickBooks Online - Rightworks Connect ... und 5 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Dokumentenmanagementsysteme](https://www.capterra.com.de/directory/30063/document-management/software) ## Ähnliche Kategorien - [Dokumentenmanagementsysteme](https://www.capterra.com.de/directory/30063/document-management/software) - [Filesharing Programme](https://www.capterra.com.de/directory/30909/file-sharing/software) - [Portal-Software](https://www.capterra.com.de/directory/14/portal/software) - [Workflow Management Systeme](https://www.capterra.com.de/directory/30091/workflow-management/software) - [Legal-Document-Management-Software](https://www.capterra.com.de/directory/10049/legal-document-management/software) ## Alternativen 1. [Google Drive](https://www.capterra.com.de/software/161425/drive) — 4.8/5 (28444 reviews) 2. [Google Docs](https://www.capterra.com.de/software/160756/google-docs) — 4.7/5 (28836 reviews) 3. [Google Workspace](https://www.capterra.com.de/software/168389/google-workspace) — 4.7/5 (17508 reviews) 4. [OneDrive](https://www.capterra.com.de/software/161304/onedrive) — 4.5/5 (12652 reviews) 5. [Microsoft 365](https://www.capterra.com.de/software/58688/microsoft-365) — 4.6/5 (14048 reviews) ## Nutzerbewertungen ### "Great product for storage and collaboration" — 5.0/5 > **Tammy** | *12. November 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I love SmartVault for the unlimited storage capacity and ease of use. I am easily able to collaborate and share files and sensitive documents with colleagues and clients alike with different permissions. I love being able to access my documents from any computer, anywhere, anytime. I feel like care about me as a consumer and try and be as helpful as possible. > > **Nachteile**: Learning SmartVault was a bit difficult in the beginning but the company provides plenty of training and hundreds of videos. > > With SmartVault I never have to worry about where my documents are for all of my clients. I know they are secure and accessible at all times no matter what computer I have access to. ----- ### "Well packaged Document Management System, well presented\!" — 5.0/5 > **Chris** | *26. November 2020* | Buchhaltung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: - Very user friendly and easy to navigate - Easy to set up and invite clients and give the appropriate access according to their status i.e. full for the company director down to folder or file specific - Easy to upload documents and great that it has a desktop version in addition to the online version. Clients like the Apple integration and the fact it works happily with MAC's as comfortably as non-MAC Windows PC's - Good support, though confusing when you get a US number for someone who lives in India to assist\! - I'm a UK based company - Free set up and training assistance including full run through of the software - Unlimited Companies - Free access for clients - Templates for Accounts/Payroll etc save a lot of time for setting up year on year > > **Nachteile**: - Integration with Outlook - this is hit and miss if it works and mine doesn't meaning I can't link email in - have been advised it is due to not having the full office suite, though I have and it still wouldn't integrate - A little expensive compared to other products, but it was best fit for the business > > Overall, I have been very impressed by SmartVault. I was using Office 365 Business and was fed up that Sharepoint kept falling over for clients - I had set it up as groups to move documents around as I provide payroll services, but often I would get an email from the client saying not received or can't access. SmartVault integration has been very easy and clients have embraced - I think that for many it looks like IE tree set up for navigating makes it easier and that a desktop version is available for their use - a feature taken away by Microsoft - they feel they have greater control too. The current global pandemic has meant that the software has been a god send in maintaining client relations and service provision. I am pleased to have moved over and would recommend. ----- ### "SmartVault -- Not for all Accounting firms" — 3.0/5 > **Lola** | *11. Mai 2024* | Buchhaltung | Empfehlungsbewertung: 2.0/10 > > **Vorteile**: Professional appearance and ability to brand > > **Nachteile**: It was difficult to setup -- I had to dedicate one employee to the setup and maintenance. > > Not very happy with the product or the "Help" ----- ### "Wouldn't use anything else" — 5.0/5 > **Christos** | *30. Juli 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Possibly the most seamless cloud-based solution for accountants. There are a few ways to work with SmartVault depending on your circumstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC. SmartVault Portal You can use the portal in a web browser, this is fantastic if you are on the move and away from your usual machine when you need to access documents and all you need is an internet connection. Connected Desktop This would be used from your PC, this is where you can do tasks such as sending password protected documents, links to documents, or get documents signed by clients. SmartVault Drive This is simply a mapped drive from the cloud to your PC, it is so simple to use, where you can access files drag and drop documents in seconds. One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data. > > **Nachteile**: Only con I have found, when getting documents signed by DocuSign using SmartVault, if you select one document to sign, then drag and drop other documents, only the original selected documents get updated in SmartVault, and then you have to update the signed documents manually via drag and drop. > > We are operating a paperless office and everything in the cloud, this is eco friendly as paper waste is minimal. Also all data is securely stored in a cloud so we do not have to worry about backups . ----- ### "Reliable and Secure" — 5.0/5 > **Dawn** | *14. November 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I love that SmartVault can integrate with other software applications I use. The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure. > > **Nachteile**: The website times out too often. Maybe I am not aware of being able to extend the time-out but that is definitely something that needs to improve. I also would like to see improvements in the mobile application. > > I love the integrations. I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients. ----- Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/82811/smartvault?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/82811/smartvault) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | ----- ## Strukturierte Daten