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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
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Customer Rating Review Score based on 3629 reference ratings
4.7/5.0 (3629)

74Testimonials

  • "SmartVault not only offers a powerful cloud-based document management system, it also integrates with QuickBooks. The two-way sync means no re-keying of data—saving me tons of time."

    Rohit Lalwani Controller

  • "I love the Outlook plug-in, I can send files to my contractors and upload to SmartVault in one-click."

    Diana Fields Principal

  • “Fast, easy to use. Much more stable than Intuit DMS.”

    Corey Meyer CPA
73 more testimonials currently locked

43 Case Studies

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

    Tina Tintle Owner

  • Firm owner sings the praises of SmartVault for helping her provide a …

    Penni Echols Owner

  • Firm owner takes pride in moving to the cloud and fulfilling his …

    Gary A. Kreitz CPA
42 more case studies currently locked

4 Customer Videos

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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 1,910,477+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.