Wer nutzt diese Software?
Accountants, bookkeepers, tax professionals, and anyone looking for secure document management & file sharing.
Durchschnittliche Bewertung10 Bewertungen
- Gesamt 3.5 / 5
- Benutzerfreundlichkeit 3.5 / 5
- Kundenservice 3.5 / 5
- Funktionen 3.5 / 5
- Preis-Leistungs-Verhältnis 3.5 / 5
- Startpreis 20,00 $/Monat
- Preisinformationen Users are employees at your firm. Unlimited clients are included.
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Cloud, SaaS, Web
Installiert - Windows
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2008
- Houston, TX
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks.
- Elektronische Unterschrift
- Optische Zeichenerkennung (OCR)
- Werkzeuge zur Zusammenarbeit
- Audit Trail (Prüfpfad)
- Drag & Drop
- Elektronische Unterschrift
- Suchen / filtern
Die hilfreichsten Reviews für SmartVault
Bewertet am 7.11.2017
Smooth link to Lacerte but could use improvement on links to clients
Kommentare: Integration with Lacerte and cloud storage. Does provide one place to receive documents from clients, send documents to client and share documents within our team.
Vorteile: What I like most is the direct link to Lacerte tax software. Employees can send a return or any form from Lacerte with only one click.
Nachteile: Sending documents to clients seems inefficient - for example the only way to send more than one document is via a "link" or password encrypted email - would like ability to select multiple documents from different folders and send by email link, not just passwords.
Bewertet am 4.4.2018
SmartVault is a decent software that has many good features.
Kommentare: Access to client documents. Ease of use. Availability to store documents remotely.
Vorteile: You access information anywhere that you have an internet connection. Ease of Use. Compatible with multiple software and operating systems.
Nachteile: Glitchy at best. It gives lots of error message. Some valid, some not. Site tends to go down during periods of heavy traffic. That is a big problem, because often times those are during the hours when you need to access.
Bewertet am 30.4.2019
A decent option for a client portal system
Eric j. N.
Vorteile: The ability to map the system to your hard drive and use the portal as a virtual drive locally is a huge boost to productivity. You can send custom messages with the file notifications which is a nice little touch. Many integrations for email/accounting software and features for storing, transferring, signing and more functionality.
Nachteile: Mac users are left out in the cold. The pricing is rather high if you only need the portal system itself and no additional features. The space allotment is rather small compared to some other options. No ability to transfer/shift into a different type of filing system within the SmartVault family of products--you have to start from scratch.
Bewertet am 14.4.2018
I really wanted to like it but it wasn't for me
Kommentare: I didn't get much out of it, it has great potential and perhaps when they introduce an option to embed a file upload on my website that doesn't require login I would definitely consider signing up again because it's not worth it if my clients don't want to use it.
Vorteile: Lots of great features, a generous amount of secure storage, unlimited clients, custom branding, good support.
Nachteile: Not user-friendly to learn, I usually figure things out clicking around but had to rely a lot on tutorials and support documents to find my way around. It's expensive for a small practice but I can't see how it's very well worth it to a medium or large practice. My clients did not like having to log in to share files with me so as much as I wanted to like it I switched to a solution that allowed my clients to upload securely without having to keep track of yet another username and password.
Bewertet am 16.11.2016
Easy to use, Great customer service
Kommentare: I love SmartVault! It has allowed us to share documents with our clients (securely) and begin to operate our firm in the cloud!
Ease of use
Quick customer support