OVERALL CUSTOMER
REFERENCE RATING
4.6
"With SmartVault, we work with clients anywhere and also work as a remote team…we now have a national..."
Jennifer Katrulya
CPA / CITP, CGMA President / CEO
"Implementation could not have been easier. SmartVault’s support team could not have been more helpful..."
Bruce Phillips
Harshman Phillips
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"We have for sure saved time because we can easily support our out-of-state and out-of-country clients..."
James Roberge
CPA
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"Being able to print from Lacerte to SmartVault provides GREAT value!..."
Charles Mulberg
Principal
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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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"Love the integration with ProSeries and Lacerte...."
Marc Gedeon
Gedeon Law & CPA
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"For me, there is no other choice. Cloud-based innovations offer so much more than traditional suites,..."
Jason Blumer
Chief Innovation Officer
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"SmartVault is a standard part of our client workflow and we get prospects to use it before they are e..."
Rich Strait
Co-Founder
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"Right from the start, I could see how I could use SmartVault and its integration with QuickBooks as t..."
Karen Dellaripa
Principal
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"From the beginning of my relationship with SmartVault and their employees I have felt that this was a..."
William Cpa
Owner
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"SmartVault has been the best tool for getting information from my clients in an easy and secure manne..."
Daniel Magence
Principal
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"Love that we don't have to have a separate filing system and client portal - definitely saved time no..."
Lindsay Foucht
Office Manager
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"We all love SmartVault. All the source docs are attached within QuickBooks, so the information is alw..."
Deborah Loober
CPA
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"We are just so much more efficient now. SmartVault has truly saved me hundreds of hours in manual tas..."
Margaret Gay
Small business owner
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"Fast, easy to use. Much more stable than Intuit DMS...."
Corey Meyer
CPA
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"SmartVault is a very robust system, but it’s also user-friendly. I feel confident that SmartVault wil..."
Sadie Millard
Academy Securities
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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 74 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.