Core tool in my virtual bookkeeping business I've been using SmartVault as my core document management system in my virtual bookkeeping business since 2009 and it has been as important as the accounting software I use with my clients. I love how secure and simple it is to use, and my clients love it too. I've not seen another DMS that has the same functionality and convenience, even those used by large accounting firms. Still the best in my opinion.

There seems to be a lot of functions in… There seems to be a lot of functions in SmartVault that I cannot use due to lack of training. The training articles are confusing and I don't seem to have an account manager to help me. I love the security piece and would likely use the software more. Each month I am weighting the cost, my inability to utilize all of the software's tools and I spend time looking for an alternative

Worst User Interface Ever I have been in IT over 40 years and the Smart Vault user interface is one of the worst I have ever used. I now own a tax preparation business so we test tried it out on 10 of our clients, not one could successfully upload their documents on the first try. That was enough for us so we cancelled our subscription.

Does not support MicroSoft Edge Windows 10 Browser Been a user for years. This year, it was a nightmare to get it to work uploading files. I always used Microsoft Edge on a PC. This year I had to DownLoad and Use Google Chrome. How unprofessional and KLUNKY to not support the most popular Browser.

Staff helped me determine the solution… Staff helped me determine the solution to a couple of my issues. We also identified a possible solution to a client issue. We will get back with the client to determine if we have corrected the problems.