SmartVault Corporation - Houston, Texas

SOPHIA A.

We have been using SmartVault for a little over 1 year. We have 1,000 clients (businesses and individuals) and integrate with UltraTax. This program has been a huge help with time and organization management. The customer service is also fast and efficient. This also helps with privacy and security measures. We highly recommend for your accounting practice.

Stephanie P.

We have been using SmartVault for almost a year now. Working from home made it necessary for us to start using a program like this. We are able to share files securely and keep all of each of our customers' documents in one place and handy at all times. It honestly is made more for tax related businesses, but it has helped in our situation, as well. The customer service is at times really good, but at other times lacking. It's hit or miss, unfortunately. I do recommend it, though, especially if you have to send secure files back and forth to your customers or clients.

Sara B.

I've been using SmartVault for about a year and a half and have overall been very impressed. My only complaint is that the user interface on the online portal isn't always intuitive (at least to me). However, I like being able to print to pdf directly to SmartVault, I like being able to have clients upload and download files securely, and I like that I can customize access levels and notifications for each client individually. The more I've used it the better I've gotten at it and the more I like it so I guess there's just a bit of a learning curve to it.

Ralph M.

SmartVault is a great portal for tax preparers. The portal works seamlessly with DocuSign to store client tax documents, tax returns and provides clients with the ability to sign off on their tax returns. It also accepts tax return printouts directly from tax software.

It is easy to organize client files and to give permissions for specific folder so clients can access and download.

I highly recommend using SmartVault to organize tax documents, tax returns and correspondence and permanent files to keep in a secure manner. In addition, they allow for employees to work with the tax return preparer for a reasonable fee. I also feel very secure using their portal even with the increased security requirements from the IRS.

Debra K.

As a CPA, finding software that works and does what it says it will do, providing great customer support at a great price is always a challenge. SmartVault meets all these requirement and then some. I've been a SmartVault customer over 10 years. It never disappoints. SmartVault keeps my client data secure. In this day and age a huge requirement for my office and this profession. It attaches documents to transactions allowing me to quickly retrieve what I need - even from my phone. My clients can access their data when they need it knowing it is safe. Something they really value. My practice is so far ahead of the curve because of this software. Be a "ProActive" accountant versus a "Reactive" accountant by putting SmartVault in your toolbox.

Bridget C.

Smart Vault user for about 4 years now. Hands down the best document management program around! I've used other programs and Smart Vault has beat them out every time. Easy to use and flawless organization. If they could implement a similar CRM system, they'd have 100% of my business! Keep up the good work guys!

Dan D.

Aanand Patel was our support person and was fantastic.
He walked us through several issues and his expertise with SV made the resolutions very easy and efficient. He was extremely patient with us and we never felt rushed. At the end of our session, he asked if we had any additional questions and of course, we did. Aanand is a great representative of SV and we feel our account is in secure and capable hands because of him.
Thank you Aanand.
Dan and Ken

Billy B.

I have been using SmartVault for more than 10 years for both business and personal electronic storage of documents. It is very easy to use and scalable to whatever your needs are. Their customer support is second to none. Anytime I have had an issue it was addressed promptly and correctly. I have no hestitation in recommending their software.