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.

Good Product Good Product I generally like the product. I love being able to send for signatures directly from SmartVault and have it returned when completed automatically from DocuSign. The reason I have to down-rate the program is that there is no desk top application for MAC users. This means I am not easily able to move documents within folders.

I decided to use this program because… I decided to use this program because of its partnership with proseries tax program. I've used others and each has features you like but the integration between the two programs is great. It's allowing me to gradually transition to a paperless system of storing client info and the fact that its use is not LIMITED to just working with proseries is the real added benefit. Being able to create other folders and grab info easily from emails and upload into SV (smartvault) folders is just great

You made too many changes this year and… You made too many changes this year and there wasn't enough advanced explanation on how to get things done.

No one gets back to me... I tried this system out based on what I was told by Korey. He said if it doesn't fit my needs, there would be a full refund within 30 days. It didn't fit my needs and I reached out to him about the refund. I never heard back from him so I called him and he said he would process the refund. A few days later, Jasmine reached out to continue my onboarding, I told her Korey should have canceled my account and processed a refund. I never got an email confirming so I asked her to confirm. She did just that, thank you Jasmine. But then I got charged another month. I've tried reaching out and I got an automated email saying I will be getting refunded but I ask another question and no response. I called in again and spoke to someone telling them my situation. They sent me an email saying I need to log in to cancel my subscription. I can't log in, my account doesn't exist anymore I guess. I emailed them back letting them know that and no response. I sent another follow up email and still no response... Very unprofessional.