# SmartVault Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SmartVault Software - reviews, pricing plans, popular comparisons to other File Sharing products and more. Source: https://www.capterra.com/p/82811/SmartVault --- # SmartVault Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SmartVault ## What is SmartVault? SmartVault is a cloud-based document management software that helps businesses handle secure file storage and sharing. It helps teams organize workflows, collaborate with clients, and manage documents efficiently. Key features include automated document collection, eSignature capabilities, and customizable access controls to streamline processes and boost productivity. The platform integrates with tax and accounting software like Lacerte, ProConnect, UltraTax CS, and Drake, enabling seamless workflows and reducing manual tasks. With SOC 2 Type 2 compliance and adherence to IRS regulations, SmartVault ensures the protection of sensitive client data. By combining document management, security, and software integrations, SmartVault serves as a central hub for document organization and secure file sharing. ## What is SmartVault used for? [Document Management](https://www.capterra.com/document-management-software/)[File Sharing](https://www.capterra.com/file-sharing-software/)[Portal](https://www.capterra.com/portal-software/) Top alternative Featured Overall rating Based on 137 user reviews Reviews sentiment Positive 82% Neutral 9% Negative 9% Starting price $70 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmartVault?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.smartvault.com&name=SmartVault) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SmartVault 4.3 (137) VS. [4.5 (3,661)](https://www.capterra.com/p/136446/Confluence/reviews/) Starting Price $70 Per User, Per Month Starting Price $5.42 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (137) Ease Of Use 4.3 (28,296) Value For Money 4.0 (113) Value For Money 4.3 (20,443) Customer Service 4.1 (115) Customer Service 4.3 (18,447) ## SmartVault alternatives [4.6 (113)](https://www.capterra.com/p/220466/DocuWare/reviews/) Starting price Contact vendor for pricing [4.4 (908)](https://www.capterra.com/p/123400/revver/reviews/) Starting price $25.00 Per User, Per Month Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,420)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 Per User, Per Month [Learn More](https://www.capterra.com/p/161425/Drive/) [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [4.7 (28,773)](https://www.capterra.com/p/160756/Google-Docs/reviews/) Starting price $6.00 Per User, Per Month [Learn More](https://www.capterra.com/p/160756/Google-Docs/) [View all alternatives](https://www.capterra.com/p/82811/SmartVault/alternatives/) ## Who uses SmartVault? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Storage 4.8 (75) 62.67% of 75 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Access Controls/Permissions 4.3 (67) 53.73% of 67 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Document Capture 4.5 (54) 66.67% of 54 reviewers that rated this feature as important or highly important Scan, move or upload electronic files within the software's repository Archiving & Retention 4.5 (50) 44.00% of 50 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes File Sharing 4.5 (49) 55.10% of 49 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Full Text Search 4.3 (46) 41.30% of 46 reviewers that rated this feature as important or highly important Search for specific words or phrases within a document or database SmartVault 55 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Track, store, and access client contracts or licenses Add customized logos and colors to align with company branding Alter the layout and content of dashboards Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Protect sensitive data for digital privacy Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Switch documents into read-only mode to prevent concurrent editing by multiple users Assign categories, labels, tags, or attributes to documents for organization, search and storage Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Convert data into a code for security Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Move files across different systems or networks Specifically designed to address the needs of law firms and legal departments Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Access software remotely via mobile devices Ability to recognize printed or written text within digital images or scanned documents Reporting on how each user, task or process has advanced since its initiation Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Set & manage permission levels based on user roles and restrict access to only authorized individuals Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Extra layer of security that requires not only a password and username but also something specific to that user Track revisions and updates made to files and navigate between different versions Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (137) 4.2 Based on 137 reviews ## Pricing Value for money 4.0 (113) Free Trial [View pricing plan details](https://www.capterra.com/p/82811/SmartVault/pricing/) Business Pro $70.00 Per User,Per Month It includes: - Unlimited Storage - Unlimited Clients - Unlimited Users - Branded Client Portal - Client Document Management - Protected File Sharing - Mobile Access - File Versioning Accounting Pro $75.00 Per User,Per Month It includes: - Email Capture - Full Text Search - Activity Log - User Permission - Centralized Document Repository - Open API - Two-Factor Authentication - HIPAA Compliance Accounting Unlimited $100.00 Per User,Per Month It includes: - Send Quotes & Estimates - Customizable Folder Templates - PDF Editing - Audit Logs - Access Control - Secure Payment Processing - Reusable Templates - On-demand Training Portal Value for money 4.0 (113) 4.0 Based on 113 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Emburse Nexonia](https://www.capterra.com/p/99986/Nexonia-Expense-Reports/)[ ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[ Method CRM](https://www.capterra.com/p/130389/Method-CRM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (115) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (115) 4.1 Based on 115 reviews ## User reviews Overall rating 4.3 Based on 137 reviews Filter by rating 5(82) 4(30) 3(13) 2(8) 1(4) Mentioned topic Sorted by most recent AU Anonymous User Digital asset manager Entertainment ### "A Little Less Smart, But Much More Vault" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 March 18, 2026 Overall, SmartVault is mostly the same for me, with the core tenet of file storage and transfer at the forefront. However, they seemed to have made organizational aspects a bit more muddy recently. Pros I like that I can collaborate with other professionals in a friendly, user-centered environment with little clutter or distraction. Cons Now, I feel that SmartVault may have dipped in quality, especially given that documents take longer to upload, and connectivity issues as well as organizational technicalities detract from the experience in a frustrating way. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Accountant Accounting ### "All in one place" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 January 26, 2026 Overall, I would say that smartvault was helpful in being able to keep everything I needed for information and organization all in one place. Pros SmartVault allowed everything to be in one place and had a desktop app as well that made it convenient to open. Cons Sometimes it was a little cumbersome and a little slow, I think the flow of smartvault could've been a little more user friendly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FM Freyxa M. Onboarding and training Supervisor Mental Health Care ### "documentation key" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 2, 2025 Its a really good software, but you will need more guidance than supposed to be able to have a good work with it Pros It has been good at helping the team move to a more paperless and physical "enviroment", lots of great features and awesome support Cons The onboarding and implementation of the software can be really tedious and if not settled corrected can violate regulations Alternatives considered [NetDocuments](https://www.capterra.com/p/225425/NetDocuments/) Reasons for choosing SmartVault This other software is not as user'friendly Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Glenn Teryll N. Commis Restaurants ### "Mon avis sur smartvault" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 23, 2025 Pros Il permet de stocker et de partager des fichiers, peu importe l'endroit où l'on se trouve on arrive à avoir accès à nos documents. Cons A part le coût qui est de 20 euros par mois par utilisateur, je ne vois pas vraiment d'inconvénients à ce logiciel. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RR Robert R. CPA Accounting ### "Do your homework before you subscribe to SmartVault" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 March 11, 2025 I attended a seminar with well-know tax attorney. I've attended many of his CPE seminars and I decided to give it a try because that's what I have been looking for. I'm a one-man CPA practice, specializing in tax matters. I figure that this system could save me time and facilitate several functions with my clients, just as they advertised using the testimony of the attorney. The problem is the implementation of the software. The onboarding training for me was horrible. The coach assigned to me for 6 or 7 1-hour sessions of training was clueless. At times, he would spend the entire hour figuring out how to do things in the software and calling other people. They don't give you some kind of a user manual for quick reference. Instead, they have a knowledge-based library on their website to answer questions, but it's not organized in an intuitive manner. After I went through the entire 7 sessions, I was lost. I'm a CPA, but I've always loved computers. I built my own computers. I sought more assistance, but it was like a piecemeal approach and I had a list of significant issues that had not been resolved. That's when I had to reevaluate the value of having such software. I asked myself these couple of questions: Is the software really going to save me time in my practice? Are my clients going to be able to learn how to access their vault and be able to learn DocuSign and other features of the software? The answer to both was "NO." In order to make this software operational, each firm would have to have a person dedicated to handling the software and interacting with clients on a full-time basis. The cost is also a bit ridiculous because I only needed one license, but they make you buy two licenses. They lure new clients with their presentation, which is impressive, and use well-known tax professionals to advertise the software, but it is a big disappointment when you dive into it. I was able to achieve the same results by using the software I had been using for years to manage documents (Filecenter) and Google Workspace, at a fraction of the cost of SmartVault. Another problem they have is the amazing turnover of employees. I had to go through 2 or 3 people who were going to be my onboarding coach before finally ending up with the one that was clueless and a waste of time and money. I should have read some reviews about the software before getting into it. Also, when I called them to let them know I was not going to renew this software, they practically didn't care that much or even ask me what had happened. Pros The platform looks promising and the concept is great. The fact that you can have everything secured in the cloud and accessible from everywhere is attractive. Cons The onboarding training is extremely deficient. They don't provide a user guide that you could use for a quick reference. The onboarding person (coach) gives you about 6 or 7 1-hour sessions. The software can be a little bit difficult to navigate. You will have 3 icons on your desktop. At times, it's rather confusing which one to use. The settings could be quite hidden. Functionality is not as they advertise. Switched from [FileCenter](https://www.capterra.com/p/125404/FileCenter/) Because of the cloud-based feature and automation. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JC Jerome C. Data analyst Computer & Network Security ### "Good tool on cloud for document management " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 February 8, 2025 Pros Light solution on cloud to document management very well designed Cons Sometimes not enough space and speed to load eavy files Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Thomas C. civil engineer Plastics ### "Document always at hand" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 8, 2025 It makes it easier for me to search for documents, and it also improves my agility in my work Pros The storage of documents makes each document much more organized, making it easier to find it again without spending hours searching. Its cloud system allows it to be accessed from anywhere and remains very secure. The access permissions on each document provide greater security and validate who can access each document since not all users can access everything, which gives us more security Cons In my experience, everything has been very pleasant, without problems or failures. I like everything Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TD Traci D. Owner Accounting ### "Smartvault" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 10, 2024 Their online steam is great but their app lately does not allow me to use it. Pros The ease of use. Safeway to share documents. E-Signature. Cons Have to purchase two seats when I am a sole proprietor. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. UW ute w. CEO Accounting ### "not user friendly" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 December 3, 2024 somewhat disappointed since it was not very easy to communicate with clients. Pros the security of the program for all users Cons it was very difficult for most of my clients, not user friendly Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 10, 2024 Thank you for your honest review! We're glad to hear you value our robust security features and are sorry your clients found the platform challenging to use. We'd love to help make things easier - our team offers 1-on-1 SmartHour training sessions that have helped many clients get comfortable with the platform. Please email customersuccess@smartvault.com to schedule your SmartHour so we can personally assist you! Your feedback helps us create a better experience for everyone. TB Tatsiana B. Owner Accounting ### "Solid Document Storage with Good Organization Structure" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 21, 2024 It was a great experienced for what I used it for until the price went up significantly without addition of new features. Pros I liked that it offered a good folder structure and I liked that it was geared towards professional services firms. Cons It didn't have the capability to communicate tasks or requests (back and forth) to the customer, like a portal could. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/82811/SmartVault/reviews/) Popular comparisons [Google Drive vs SmartVault](https://www.capterra.com/compare/82811-161425/SmartVault-vs-Drive)[Google Docs vs SmartVault](https://www.capterra.com/compare/82811-160756/SmartVault-vs-Google-Docs)[Google Workspace vs SmartVault](https://www.capterra.com/compare/82811-247901/SmartVault-vs-Google-Workspace)[OneDrive vs SmartVault](https://www.capterra.com/compare/82811-161304/SmartVault-vs-OneDrive)[Microsoft 365 vs SmartVault](https://www.capterra.com/compare/82811-227157/SmartVault-vs-Microsoft-365)[Microsoft SharePoint vs SmartVault](https://www.capterra.com/compare/1167-82811/SharePoint-vs-SmartVault)[Dropbox Business vs SmartVault](https://www.capterra.com/compare/82811-143068/SmartVault-vs-Dropbox-Business) [M-Files vs SmartVault](https://www.capterra.com/compare/82811-122215/SmartVault-vs-M-Files)[Microsoft Word vs SmartVault](https://www.capterra.com/compare/82811-227146/SmartVault-vs-Microsoft-Word)[Confluence vs SmartVault](https://www.capterra.com/compare/82811-136446/SmartVault-vs-Confluence)[Box vs SmartVault](https://www.capterra.com/compare/82811-148766/SmartVault-vs-Box)[iLovePDF vs SmartVault](https://www.capterra.com/compare/82811-173963/SmartVault-vs-iLovePDF)[DocuWare vs SmartVault](https://www.capterra.com/compare/82811-220466/SmartVault-vs-DocuWare)[Revver vs SmartVault](https://www.capterra.com/compare/82811-123400/SmartVault-vs-revver)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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