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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 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 3881 reference ratings
4.7/5.0 (3881)

84Testimonials

  • "We are just so much more efficient now. SmartVault has truly saved me hundreds of hours in manual tasks. And I can’t tell you how happy I am to get …

    Margaret Gay Small business owner

  • “Love the integration with ProSeries and Lacerte.”

    Marc Gedeon Gedeon Law & CPA

  • "Today, it’s all about technology when it comes to serving clients. Without this advanced solution in place, we would not have the ability to be as proactive as we are …

    James Easley President
83 more testimonials currently locked

81 Case Studies

  • Liondaris & Co goes paperless and saves 15 years of manual document …

  • Move to SmartVault eliminates system crashes during tax season and results in …

    Jay Soojian CPA, Member

  • Tax Matters, Inc. streamlines tax delivery and payment with SmartVault

80 more case studies currently locked

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 2,119,725+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.