Without a very functional app Without a very functional app, SmartVault has a huge drawback. All our clients ask about an easy app that works and the one that exists has not been updated in all the years we've been a part of SmartVault

Secure and Reliable platform, has room for continued improvement I've used SmartVault for about 8 years now. I rely on it's security and simplicity for clients to upload sensitive information, and as a long term storage facility for all of my tax and financial planning work. As a result, I have a mobile office setup with no filing cabinets of client documents. SV has made many upgrades to their interface and functionality in the last couple of years. Their implementation isn't always perfectly smooth - I've had some issues with certain features. Their people are mostly very helpful and prompt, but not always. Lastly, the mobile app is very useful, but again could be a little more user friendly. These are the reasons for 4 rather than 5 stars.

No one gets back to me... I tried this system out based on what I was told by Korey. He said if it doesn't fit my needs, there would be a full refund within 30 days. It didn't fit my needs and I reached out to him about the refund. I never heard back from him so I called him and he said he would process the refund. A few days later, Jasmine reached out to continue my onboarding, I told her Korey should have canceled my account and processed a refund. I never got an email confirming so I asked her to confirm. She did just that, thank you Jasmine. But then I got charged another month. I've tried reaching out and I got an automated email saying I will be getting refunded but I ask another question and no response. I called in again and spoke to someone telling them my situation. They sent me an email saying I need to log in to cancel my subscription. I can't log in, my account doesn't exist anymore I guess. I emailed them back letting them know that and no response. I sent another follow up email and still no response... Very unprofessional.

Not a user-friendly experience Interface: 3 of 5. Customer support: 3 of 5 most days Attitude: 0 of 5 Renewal policy: -5 of 5 They use an unintuitive interface and claim that the security protocols are more important than the user experience. They automatically renew the annual license and offer a ZERO refund policy. To cancel or downgrade, there is a small very small window 30 days before renewal to change the account. Total bunch of jerks.

I decided to use this program because… I decided to use this program because of its partnership with proseries tax program. I've used others and each has features you like but the integration between the two programs is great. It's allowing me to gradually transition to a paperless system of storing client info and the fact that its use is not LIMITED to just working with proseries is the real added benefit. Being able to create other folders and grab info easily from emails and upload into SV (smartvault) folders is just great