Wer nutzt diese Software?

Accountants, bookkeepers, tax professionals, and anyone looking for secure document management & file sharing.

Durchschnittliche Bewertung

11 Bewertungen
  • Gesamt 3.8 / 5
  • Benutzerfreundlichkeit 3.8 / 5
  • Kundenservice 3.8 / 5
  • Funktionen 3.7 / 5
  • Preis-Leistungs-Verhältnis 3.5 / 5

Produktdetails

  • Startpreis 12,00 $/Monat
  • Preisinformationen Users are employees at your firm. Unlimited clients are included.
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
    Mobile - iOS Native
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • SmartVault
  • http://www.smartvault.com
  • Gegründet 2008
  • Houston, TX

Über SmartVault

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.

SmartVault Funktionen

  • Compliance-Verfolgung
  • Dateitypumwandlung
  • Dateiwiederherstellung
  • Dokument-Indexierung
  • Dokumentaufbau
  • Dokumentenarchivierung
  • Dokumentenaufbewahrung
  • Elektronische Unterschrift
  • Offline-Zugriff
  • Optische Zeichenerkennung (OCR)
  • Versionskontrolle
  • Werkzeuge zur Zusammenarbeit
  • Audit Trail
  • Dokumentenmanagement
  • Drag & Drop
  • Echtzeit-Synchronisierung
  • Elektronische Unterschrift
  • Kollaboration
  • Suchen / filtern
  • Textnachrichtenversand
  • Verschlüsselung
  • Workflow-Management
  • Zugriffskontrollen/Berechtigungen
  • Content-Management
  • Dokumentenmanagement
  • Echtzeit-Chat
  • Filesharing
  • Kollaboration
  • Suche

Alternative Produkte

Die hilfreichsten Reviews für SmartVault

Proud Member of the SmartVault Fan Club

Bewertet am 11.9.2019
Miranda K.
Director of Communications
Telekommunikation, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We have been very satisfied with smart fault, which allows us to organize and archive securely an enormous amount of client files to be shared.

Vorteile: Smartvault is ridiculously easy to use, and provides a ridiculous amount of storage for the price. Our organization has set up branded portals and client folders for exchanging large files, and set up and transfer of terabytes of information took only one day. It is easy to manage customer access from the administrative tool, and support is always available when we need it.

Nachteile: The tool is extremely secure, but there is one things that I have found frustrating. It is difficult to create top-down permissions for subfolders. This will only slow you down a minute or two, but it can be mildly frustrating.

Smooth link to Lacerte but could use improvement on links to clients

Bewertet am 7.11.2017
Steve S.
President
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

SmartVault is a decent software that has many good features.

Bewertet am 4.4.2018
Leanna S.
CPA
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
2 / 5
Kundenbetreuung
2 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

A decent option for a client portal system

Bewertet am 30.4.2019
Eric j. N.
Founder
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

I really wanted to like it but it wasn't for me

Bewertet am 14.4.2018
Jessica F.
Owner
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Lies weitere Bewertungen