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Was ist SmartVault?

SmartVault bietet alle Vorteile eines Cloud-Laufwerks, aber mit erstklassigen Sicherheits- und Produktivitätsfunktionen, die du benötigst, um dein Unternehmen zu führen. Erstelle ein nutzerdefiniertes Kundenportal für konforme und sichere Dateifreigabe. Außerdem bietet es Funktionen für Unternehmen, einschließlich selektiver Freigabe, Gruppensicherheitsverwaltung, nutzerdefinierte Vorlagen und Audit-Berichterstattung. Mit der SmartVault Toolbar kannst du Dokumente direkt aus Anwendungen wie QuickBooks Online, Xero und FreshBooks anhängen, anzeigen und verwalten.

Wer verwendet SmartVault?

Wirtschaftsprüfer, Buchhalter, Steuerberater und alle, die nach sicheren Dokumentenmanagement und sicherer Dateifreigabe suchen.

Du bist nicht sicher, ob SmartVault das Richtige ist? Mit einer beliebten Alternative vergleichen

SmartVault

SmartVault

4,4 (123)
28,00 $
Monat
Kostenlose Version
Kostenlose Testversion
50
13
4,2 (123)
4,1 (123)
4,1 (123)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
40,00 $
Monat
Kostenlose Version
Kostenlose Testversion
131
15
4,5 (221)
4,2 (221)
4,4 (221)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über SmartVault

Durchschnittliche Bewertung

Gesamt
4,4
Benutzerfreundlichkeit
4,2
Kundenservice
4,1
Funktionen
4,2
Preis-Leistungs-Verhältnis
4,1

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
63%
4
20%
3
8%
2
6%
1
2%
Tracey
Tracey
Financial in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Awesome to add to my tech stack

5,0 vor 3 Jahren

Kommentare: My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier! And, the integration with docusign is awesome.
My clients find it easy to work with .

Vorteile:

It's an easy way to securely hold all of my clients documents. I LOVE that it works well with docusign. My clients find it easy to use.

Nachteile:

If you cannot get in touch with customer service (everyone is busy!) they have FAQ's that I easily found what I was looking for!

Chris
Company Director in UK
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Well packaged Document Management System, well presented!

5,0 vor 3 Jahren

Kommentare: 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.

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

Mila
Owner in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Only document storage and not the best one

3,0 vor 2 Jahren

Kommentare: The software is only document storage and not the best one. It is supposed to integrate with Intuit tax software (Prosystems, etc.), but if you use something different (I am on CCH), you are out of luck. Customer service is horrible and not worth the time you spend contacting them. Please read my Cons section for more impressions.

Vorteile:

They promise many good features, but only a few of them actually work.

Nachteile:

I was originally on the tax-pro subscription for $360/year for several years. They canceled the tax-pro plans and charged my credit card $112 just for the month of November. It is almost four times the price and not something I would pay for this software. The change of plan was not communicated clearly, the specific date of change was not communicated at all, and now customer service tells me that refunds are outside of their policy even though I cancelled SmartVault immediately. There are more cons than pros to this software. My customers were receiving upload notifications after a three-week delay, which created a lot of confusion. The software was not intuitive to the customers. Individual files had to be made accessible to them even when uploaded to an already accessible folder, which was a complete waste of time and another source of frustration. Sometime last year, SmartVault had a hiccup and resorted our filing system, e.g., files from 2017 folders were randomly moved to different folders, etc. DocuSign integration worked in about 30% of the time; in most cases, I would get a file error and go directly to the DocuSign website, which defeats the purpose of this integration. I had contacted customer service for each of these issues and received no help. They now require a minimum two licenses regardless of whether you are a single-member firm.

Christos
Accountant in UK
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Wouldn't use anything else

5,0 vor 4 Jahren

Kommentare: 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 .

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.

Antwort von SmartVault

vor 4 Jahren

Thanks for your review Christos! Great to hear you're finding SmartVault easy and seamless to use. I'll pass along your drag and drop issue to our developer team :) -The SmartVault Team

Mickele
Owner/Operator in USA
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Not worth the effort or price

4,0 vor 2 Jahren

Kommentare: Even though I have had issues with the software and it does not meet all of my needs I likely would have renewed had they honored the agreement made when I signed up. You are required to have a minimum of 2 licenses and the agent I worked with was able to waive that requirement and I agreed to use the software as opposed to going with a different provider. They have now decided to unilaterally enforce the 2 licenses even though I was told my pricing would be locked in as long as I remained a customer. So due to the price, because it does not contain premium features, and the lack of integrity I would not recommend this software to anyone.

Vorteile:

I like that the software does what it is supposed to (securely stores documents) but there aren't too many bells and whistles and a lot of it is very manual to do. I also like the DocuSign integration.

Nachteile:

There are a lot of features missing and since they are now doubling the cost it is definitely not worth it. There is no way to securely request files from clients who do not have an account. They just barely added a document request feature which I will not be trying since I am not renewing. It is not intuitive to use for my clients and it does not integrate with my tax software. There is a feature to send tax organizers to all of your clients which would be useful if I could upload a template but that is not an option.