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Read 74 SmartVault reviews and testimonials from customers, explore 43 case studies and customer success stories, and watch 4 customer videos to see why companies chose SmartVault as their File Storage & Sharing Software

SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money. SmartVault makes it easy to collect, manage, prepare, and share all your firm and client documents, with a single, integrated document management and client portal solution.

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  • 74 Testimonials View
  • 43 Case Studies View
  • 4 Customer Videos View
Customer Rating Review Score based on 3609 reference ratings
4.7/5.0 (3609)

74Testimonials

  • "Integration with Lacerte was key in picking SmartVault as our new document management system."

    Jay Soojian CPA, Member

  • "SmartVault is very important in attracting the right clients to my firm. It offers the advanced technology my business clients want to securely access, share, and store their financial documents."

    Kimmo Jarvinen Owner, MBA

  • “I love the DMS-like SmartVault Connected Desktop because of familiarity with that product. And also the portal - when fully operational in my office - I should be able to …

    David Wagner Owner
73 more testimonials currently locked

43 Case Studies

  • Catering to restaurants Inform Accounting, works to digitize workflow, offer broader options, …

    Jan Walker Owner

  • Darrell Layman, CPA - Customer Case Study

    Darrell Layman Owner

  • Progressive outsourced accounting firm owner praises the power of the cloud in …

    Mark Grant Firm Owner
42 more case studies currently locked

4 Customer Videos

3 more videos currently locked

Additional SmartVault Information & Resources

Read SmartVault Reviews, Testimonials & Customer References from 74 real SmartVault customers.

Browse SmartVault Case Studies, Customer Success Stories, & Customer References from 43 businesses that use SmartVault.

Watch SmartVault Customer Videos to learn why 4 businesses chose SmartVault.

FeaturedCustomers has 1,905,661+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.