Without a very functional app Without a very functional app, SmartVault has a huge drawback. All our clients ask about an easy app that works and the one that exists has not been updated in all the years we've been a part of SmartVault

SmartVault is exactly what we needed to… SmartVault is exactly what we needed to provide clients with a safe and secure portal for their financial records. It is easy to use and interfaces quite well with Right Networks. All of this has made us more efficient and productive.

I find that some of the functionality… I find that some of the functionality that should be easy to implement is just not there. For example, I want a dump of upload data for the time frame I indicate. I don't want all activity and I don't want it in an email. Also, clients should be able to get the emails we want them to receive. For example, when they upload documents they should receive an email confirmin.

Secure and Reliable platform, has room for continued improvement I've used SmartVault for about 8 years now. I rely on it's security and simplicity for clients to upload sensitive information, and as a long term storage facility for all of my tax and financial planning work. As a result, I have a mobile office setup with no filing cabinets of client documents. SV has made many upgrades to their interface and functionality in the last couple of years. Their implementation isn't always perfectly smooth - I've had some issues with certain features. Their people are mostly very helpful and prompt, but not always. Lastly, the mobile app is very useful, but again could be a little more user friendly. These are the reasons for 4 rather than 5 stars.

Time to Receive Tech Support In my experience, The time to speak with a technician when a technical issue occurs with SmartVault could be improved. Generally, it takes several hours for tech support to return email. Usually, when the call or email is sent I am off to the next project and phone or email tag further complicates the problem.. If a tech support could address my issue at the time of request, it would be extremely helpful.