--- description: Review of SmartVault Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SmartVault | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Workflow Management Software](/directory/4272/workflow/software) > [SmartVault](/software/154759/smartvault) # SmartVault Canonical: https://www.softwareadvice.co.uk/software/154759/smartvault Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.uk/software/154759/smartvault?page=2) > SmartVault is a document management software that enables businesses across various industry verticals such as construction, financial, accounting, and manufacturing handle sharing and storage of documents in a centralized repository. Organizations can design a personalized portal with custom logos to establish brand identity with clients. SmartVault includes custom workflows, which allow enterprises to automate uploading, scanning and distribution of documents with internal and external stakeholders. It offers numerous features such as two-factor authentication, drag-and-drop capabilities, file versioning, payment processing, full-text search, collaboration management, electronic signature capturing and more. Additionally, administrators can ensure compliance with CCPA, GDPR, SEC, GLBA, FINRA and other legal and industrial standards. SmartVault facilitates integration with various third-party applications like Salesforce, Hubdoc, TaxCalc, Xero, FreshBooks, Method CRM, Microsoft Outlook and more. It is available on annual/monthly subscriptions and support is extended via phone, email, FAQs and other online measures. > > Verdict: Rated **4.3/5** by 137 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 137 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.1/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: SmartVault - **Location**: Houston, US - **Founded**: 2008 ## Commercial Context - **Starting Price**: £15.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: SmartVault offers a free trial, after which it is available on monthly and annual subscriptions. Details include: Standard (minimum 5 users) - $28/user/month or $20/user/month (billed annually) Business Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) Accounting Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) Enterprise - (minimum 10 users) - Contact SmartVault for details - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Archiving & Retention - Audit Trail - Authentication - Business Process Automation - Client Portal - Collaboration Tools - Compliance Management - Compliance Tracking - Content Management - Contract/License Management - Customisable Branding - Customisable Dashboard - Customisable Forms - Customisable Templates ## Integrations (20 total) - 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 ... and 5 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software) ## Related Categories - [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software) - [Portal Software](https://www.softwareadvice.co.uk/directory/4405/portal/software) - [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software) - [Legal Document Management Software](https://www.softwareadvice.co.uk/directory/1392/document-management/software) - [Records Management Software](https://www.softwareadvice.co.uk/directory/1859/records-management/software) ## Alternatives 1. [Google Docs](https://www.softwareadvice.co.uk/software/327807/google-docs) — 4.7/5 (28798 reviews) 2. [Google Drive](https://www.softwareadvice.co.uk/software/105807/google-drive) — 4.8/5 (28427 reviews) 3. [Google Workspace](https://www.softwareadvice.co.uk/software/344998/google-workspace) — 4.7/5 (17483 reviews) 4. [OneDrive](https://www.softwareadvice.co.uk/software/23542/onedrive) — 4.5/5 (12623 reviews) 5. [Microsoft 365](https://www.softwareadvice.co.uk/software/397757/office-365) — 4.6/5 (14035 reviews) ## Reviews ### "A Little Less Smart, But Much More Vault" — 3.0/5 > **Verified Reviewer** | *18 March 2026* | Entertainment | Recommendation rating: 6.0/10 > > **Pros**: I like that I can collaborate with other professionals in a friendly, user-centered environment with little clutter or distraction. > > **Cons**: Now, I feel that SmartVault may have dipped in quality, especially given that documents take longer to upload, and connectivity issues as well as organizational technicalities detract from the experience in a frustrating way. > > Overall, SmartVault is mostly the same for me, with the core tenet of file storage and transfer at the forefront. However, they seemed to have made organizational aspects a bit more muddy recently. ----- ### "Good service but it has become prohibited for a solo tax practitioner." — 4.0/5 > **Maria** | *13 December 2021* | Accounting | Recommendation rating: 6.0/10 > > **Pros**: It is robust, well structured and secure. > > **Cons**: I had a couple of glitches, I couldn't login in my account, and it was scary. I resolved it after a few days, trying many other things, including contacting customer support. I cleared the cache in my browser and I had access again. It was a steep learning curve for me. I was used to another client portal that had a modern look and this one looked a little outdated. > > After the initial learning curve, it worked fine. It's a secure and efficient way to exchange and store client documents. The only reason why I didn't renew it is that the plan I was using was discontinued and I was put in a plan that had a minimum of 2 users. I was going to start paying 3 times more than the previous year's fee. They did some improvements but I didn't need those. ----- ### "Do your homework before you subscribe to SmartVault" — 2.0/5 > **Robert** | *11 March 2025* | Accounting | Recommendation rating: 0.0/10 > > **Pros**: The platform looks promising and the concept is great. The fact that you can have everything secured in the cloud and accessible from everywhere is attractive. > > **Cons**: The onboarding training is extremely deficient. They don't provide a user guide that you could use for a quick reference. The onboarding person (coach) gives you about 6 or 7 1-hour sessions. The software can be a little bit difficult to navigate. You will have 3 icons on your desktop. At times, it's rather confusing which one to use. The settings could be quite hidden. Functionality is not as they advertise. > > I attended a seminar with well-know tax attorney. I've attended many of his CPE seminars and I decided to give it a try because that's what I have been looking for. I'm a one-man CPA practice, specializing in tax matters. I figure that this system could save me time and facilitate several functions with my clients, just as they advertised using the testimony of the attorney. The problem is the implementation of the software. The onboarding training for me was horrible. The coach assigned to me for 6 or 7 1-hour sessions of training was clueless. At times, he would spend the entire hour figuring out how to do things in the software and calling other people. They don't give you some kind of a user manual for quick reference. Instead, they have a knowledge-based library on their website to answer questions, but it's not organized in an intuitive manner. After I went through the entire 7 sessions, I was lost. I'm a CPA, but I've always loved computers. I built my own computers. I sought more assistance, but it was like a piecemeal approach and I had a list of significant issues that had not been resolved. That's when I had to reevaluate the value of having such software. I asked myself these couple of questions: Is the software really going to save me time in my practice? Are my clients going to be able to learn how to access their vault and be able to learn DocuSign and other features of the software? The answer to both was "NO." In order to make this software operational, each firm would have to have a person dedicated to handling the software and interacting with clients on a full-time basis. The cost is also a bit ridiculous because I only needed one license, but they make you buy two licenses. They lure new clients with their presentation, which is impressive, and use well-known tax professionals to advertise the software, but it is a big disappointment when you dive into it. I was able to achieve the same results by using the software I had been using for years to manage documents (Filecenter) and Google Workspace, at a fraction of the cost of SmartVault. Another problem they have is the amazing turnover of employees. I had to go through 2 or 3 people who were going to be my onboarding coach before finally ending up with the one that was clueless and a waste of time and money. I should have read some reviews about the software before getting into it. Also, when I called them to let them know I was not going to renew this software, they practically didn't care that much or even ask me what had happened. ----- ### "All in one place" — 4.0/5 > **Verified Reviewer** | *26 January 2026* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: SmartVault allowed everything to be in one place and had a desktop app as well that made it convenient to open. > > **Cons**: Sometimes it was a little cumbersome and a little slow, I think the flow of smartvault could've been a little more user friendly. > > Overall, I would say that smartvault was helpful in being able to keep everything I needed for information and organization all in one place. ----- ### "Not worth the effort or price" — 4.0/5 > **Mickele** | *24 September 2021* | Accounting | Recommendation rating: 0.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.uk/software/154759/smartvault?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/154759/smartvault) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data