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Read 84 SmartVault reviews and testimonials from customers, explore 81 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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  • 84 Testimonials View
  • 81 Case Studies View
  • 4 Customer Videos View
Customer Rating Review Score based on 3813 reference ratings
4.7/5.0 (3813)

84Testimonials

  • "We could not be happier since moving to SmartVault, it was a quick and easy implementation, and so far has saved us hours and hours of manual work."

    Rhonda Whitlow Accounts Payable Coordinator

  • "I am excited that we are moving forward by implementing technology to help us increase efficiencies in several of our processes. I know it’s the right move."

    Nathan Coffey EA, LTC Chief Technology Officer

  • “Easy to use; Fast uploads; Great integration with Lacerte; You guys have made a lot of good improvements in a short period of time!”

    Don Leonard Partner
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81 Case Studies

  • BayFirst Financial speeds secure account opening and document sharing with SmartVault

  • Tech-savvy bookkeeping firm owner credits SmartVault with further bolstering her professional image

    Gabrielle Fontaine Professional Bookkeeper

  • Commonwealth Business Services increases tax return volume to 670 with SmartVault

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4 Customer Videos

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Additional SmartVault Information & Resources

Read SmartVault Reviews, Testimonials & Customer References from 84 real SmartVault customers.

Browse SmartVault Case Studies, Customer Success Stories, & Customer References from 81 businesses that use SmartVault.

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

FeaturedCustomers has 2,071,244+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.