SmartVault Erfahrungen (2024)

Produktbewertung

Produktbewertung

• 5,0(79)
• 4,0(25)
• 3,0(11)
• 2,0(7)
• 1,0(4)

Länder

Länder

• Österreich
• Vereinigte Staaten
• Vereinigtes Königreich
• Kanada
• Ägypten

Nutzung

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Awesome to add to my tech stack

5,0vor 4 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!

Well packaged Document Management System, well presented!

5,0vor 4 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

Only document storage and not the best one

3,0vor 3 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.

Wouldn't use anything else

5,0vor 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 circ*mstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC.SmartVault PortalYou 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 DesktopThis 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 DriveThis 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.

In Betracht gezogene Alternativen:

Not worth the effort or price

4,0vor 3 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.

In Betracht gezogene Alternativen:

Good service but it has become prohibited for a solo tax practitioner.

4,0vor 3 Jahren

Kommentare: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.

Vorteile:

It is robust, well structured and secure.

Nachteile:

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.

In Betracht gezogene Alternativen:

Reliable and Secure

5,0vor 4 Jahren

Kommentare:I love the integrations. I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients.

Vorteile:

I love that SmartVault can integrate with other software applications I use. The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure.

Nachteile:

The website times out too often. Maybe I am not aware of being able to extend the time-out but that is definitely something that needs to improve. I also would like to see improvements in the mobile application.

In Betracht gezogene Alternativen:

Easy and secure

5,0vor 4 Jahren

Kommentare:SmartVault is easy to use and secure. The price point is great. Clients find it easy to use. I really like the integration with Outlook. I can easily email links to documents, which makes SmartVault even easier for clients. It is secure, and that is very important to me. Access to files anytime and anywhere is also important. Customizable folders is an added benefit. Each year I get more clients using it. I will use it as long as am in practice. I have no need to shop for anything else.

Vorteile:

Security is the number one feature. SmartVault is easy to use and secure. Clients find it easy to use. Integration is Outlook works great.

Nachteile:

A function to email a third party a document without them having an account would be great. Maybe it is there and I don't know how to use it.

An OK portal, if you only want a portal

3,0vor 3 Jahren

Kommentare:They are a competent client portal with a price on the lower end of the spectrum. However, after 6+ years the product was quite stale so I decided to switch to a more agile portal vendor who is actually spending time and money to improve and develop their product.

Vorteile:

It integrates with Lacerte fairly smoothly. SV drive and SV connected desktop facilitate working with the files on my local workstation, which is a feature that many cloud based DMS solutions lack. Always having my documents available from wherever I am.

Nachteile:

They did not meaningfully improve the product at all while I was using it between 2013 and 2019. The product was literally almost exactly the same when I started using it and when I stopped. Also, their iOS app is, to put it generously, pathetic - and was never updated to fix the many glaring problems with it. Chief among those is that from day one the search function in the app is completely useless, meaning that I have to scroll through many nested folders to find each file I want, every time.

A Friendly Document Management Solution with Room for Improvement

5,0letzte WocheNeu

Kommentare:I generally find it effective for storing and sharing sensitive documents securely and appreciate its user friendly interface

Vorteile:

SmartVault provides an intuitive interface that makes it easy for users to navigate and manage documents

Nachteile:

There is limited features on the mobile app

SmartVault exposes identities of all clients!

1,0vor 4 Jahren

Kommentare:Good service response immediately after initial installation and implementation. Since then it has been very poor.

Vorteile:

Notification of uploads. Ease of settin gpermissions.

Nachteile:

A client opened its vault and saw identities of all clients -- in violation of IRS security requirements.

AWFUL CUSTOMER SUPPORT

2,0vor 5 Jahren

Kommentare:We started using smartvault about 3 years ago and it is a great software/cloud organization for an accounting practice UNTIL something goes wrong. The customer service is terrible, the wait to talk to someone could take hours and they would promise a call back but it wouldn't happen. So you call back, get another promise and it doesn't happen again. In the meantime, your whole workflow is suffering. It has been a month and I am still waiting...

Vorteile:

convenience of having all the documents in one place, organized

Nachteile:

UNRELIABLE, make sure you backup your data, but most importantly, TERRIBLE CUSTOMER SUPPORT.

5-2023 Microsoft Issues

3,0letztes Jahr

Kommentare:Terrible customer service.

Vorteile:

Ability to share and save documents with clients.

Nachteile:

Inability to access any Microsoft Documents - Word or Excel.Since May 2023 (over 2 months), I have been contacting customer service as well as my rep, [sensitive content hidden], begging them to help us with this problem. The software does not allow us to retrieve or save any Excel or Word documents to SV. This is a massive problem for my firm and our record keeping services.

Great Idea, Poor Implementation

2,0vor 6 Jahren

Kommentare:After we got past the initial stage, we ran out of space. Then we ran out of space again. Then, the dashboard told us that we had space, but we were getting error messages that we were out of space. Then, it got until my staff and I were receiving an error message every time we went to log into the online portion. The Quickbooks backup feature and the Docusign feature never worked. The Outlook plug-in was repeatedly stopped by Outlook for slowing it down. The support team is constantly backed up and you can expect very long wait times, but I'd imagine most of their customers are having the same issue. After the Docusign issue, we made the decision to pull our company and count our experience as sunk costs and a lesson learned. We quit using Smart Vault and switched to IntuitLink and Docusign proper (just in case anyone wants a better option here)

Vorteile:

I like the idea, but that's it. I loved what the software said it would do-- it seemed like a silver bullet solution at the time.

Nachteile:

The bugs. This idea needs a lot of work on implementation.

Storage solution for accountants

5,0vor 4 Jahren

Vorteile:

Secure encrypted file storage with a branded portal for my clients.

Nachteile:

A little difficult to use for new users.

Amazing and Easy to use

5,0vor 4 Jahren

Vorteile:

I thoroughly enjoy using smartvault on a daily basis for work it's easy to use and I can access it from work or home on my phone or laptop.

Nachteile:

There used to be a functionality which would show a user's access to a folder. When we would allow clients to obtain online access we would be able to see which ones were accessing which files. We can no longer see that anymore even if they have existing online access

Easy to Use & Cost Effective

5,0vor 4 Jahren

Vorteile:

I love being able to download multiple documents at one time.

Nachteile:

I haven't been able to find a direct link to resend an activation email. For instance when you set a guest user they receive an email to activate and create a password. A lot of times, guests lose the email and need do not activate it right away. We then have to delete the guest user and recreate, instead of just sending a new link.

I would recommend

4,0vor 4 Jahren

Kommentare:Works very well once your comfortable with the software and are able to teach your clients how to use it.

Vorteile:

I have been very satisfied with smart vault. It allows us to organize, archive, & share documents securely for a large amount of client files. You can access docs easily while out at a client or while working from home.

Nachteile:

Integration was a little tough until we got the hang of it.

SmartVault revolutionized our accounting practice

5,0vor 4 Jahren

Kommentare:Our firm loves this software. It has made our business work more efficiently and therefore generated more money since we've purchased the software.

Vorteile:

The software makes it possible to asses our firm and client documents, safely and securely, from anywhere . It has saved our firm hours of time each week and has made our systems and processes smooth and more efficient.

Nachteile:

Some aspects of the software are outdated and I wish the company integrated with other programs such as Zapier and Outlook.

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

4,0vor 6 Jahren

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.

Great Product for my practice.

5,0vor 4 Jahren

Vorteile:

SmartVault makes it very easy to store a cloud version of the tax return, along with supporting documentation, and share with client as need in a secure setting. I also like the integration with DocuSign.

Nachteile:

I wish that they had a Droid version of the app for my phone.

SmartVault

4,0vor 4 Jahren

Vorteile:

Easy for clients to access and upload documents.

Nachteile:

Load times to find clients and pull up documents. The program does not seem to auto-refresh very well when a new document is uploaded and a lot of the time the refresh button does not fix the issue.

Smartvault

5,0vor 4 Jahren

Kommentare:Great Customer Service. Many years ago we switched from Filecabinet CS. Happy with portal. Accessible from any where.

Vorteile:

Connected Desktop features. On portal you can open up multiple clients

Nachteile:

Cannot open multiple clients on Desktop at the same time

Overall good product

5,0vor 4 Jahren

Kommentare:It is easy to upload and store documents from SV. It is a bit cumbersome to set up new clients.

Vorteile:

It links easily to our tax software and other programs.

Nachteile:

I wish there was an overall document search from the main clients page.

I love SmartVault

5,0vor 4 Jahren

Vorteile:

The fact that my clients can use this software as well. I can email a link for my clients to look at their financials securely.

Nachteile:

Nothing to complain about. I love everything about the software