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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 3846 reference ratings
4.7/5.0 (3846)

84Testimonials

  • "I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault. I used to ‘survive’ during tax season. I now operate much more efficiently."

    Michael Yuda CPA

  • "SmartVault was the right client portal solution, all around. It's a highly secure platform for sharing documents in the cloud and is easy to implement and learn."

    Darren Root CPA, CITP

  • “We loved your great support staff!”

    Tom Levins Owner
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81 Case Studies

  • Mimi's Boutique and Intimates saves hundreds of hours with SmartVault

  • A Sole Practitioner's Foray Into The Land Of Client Portals

    Tina Tintle Owner

  • Restaurant Chain Moves Documents to the Cloud and Experiences All-You-Can-Eat Convenience

    Kristy Hensle CFO
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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 2,111,574+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.