"SmartVault is hands-down the most intuitive document management and portal solution available to the..."
Scott Kregel
CPA, MST, Owner
"Switching from eFileCabinet was one of the best moves I made this year. We are operating so much more..."
Tim Powell
EA
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"SmartVault was so easy to access when we needed to go back to originals provided by clients. It reall..."
Jennifer Wiard
Accountant
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"SmartVault has been integral in helping us standardize client services. We were able to create our ow..."
Stephen King
CEO
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"SmartVault has been integral in helping us standardize client services. We were able to create our ow..."
Marsha Gibb
Onboarding Manager
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"SmartVault not only offers a powerful cloud-based document management system, it also integrates with..."
Rohit Lalwani
Controller
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"SmartVault was the right client portal solution, all around. It's a highly secure platform for sharin..."
Darren Root
CPA, CITP
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"My clients can access what they need, when they need it. SmartVault has substantially improved operat..."
Bonnie Nagayama
CPA, Owner
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"I am excited that we are moving forward by implementing technology to help us increase efficiencies i..."
Nathan Coffey
EA, LTC Chief Technology Officer
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"Easy to use; Fast uploads; Great integration with Lacerte; You guys have made a lot of good improveme..."
Don Leonard
Partner
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"Easy to use; Fast uploads; Great integration with Lacerte; You guys have made a lot of good improveme..."
Don Leonard
Partner
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"Fast, easy to use. Much more stable than Intuit DMS...."
Corey Meyer
CPA
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"Moving to SmartVault has cut out at least 75% of on-premise paperwork. And in the restaurant industry..."
Kristy Hensle
CFO
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"We could not be happier since moving to SmartVault... it was a quick and easy implementation, and so..."
Rhonda Whitlow
Accounts Payable Coordinator
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"We loved the way SmartVault looked like Intuit DMS in ProSeries...."
David Kahn
David & Kahn
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"The scan quality seems better in SmartVault than in DMS...."
Lisa Jackson
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Testimonials & Customer References of individual SmartVault customers - their endorsements, recommendations, and customer success results of using the software or service. Read these Testimonials & Customer References to decide if SmartVault is the right business software or service for your company.

We monitor all 65 testimonials to prevent fraudulent testimonials and keep all our testimonials quality high. We only post testimonials verified by the vendor. Verified testimonials require that customer is an actual user of the product.