We are currently using SmartVault for… We are currently using SmartVault for our company and so far it has been an easy vault for clients to upload. Some user interfaces and support can improve.

Does not support MicroSoft Edge Windows 10 Browser Been a user for years. This year, it was a nightmare to get it to work uploading files. I always used Microsoft Edge on a PC. This year I had to DownLoad and Use Google Chrome. How unprofessional and KLUNKY to not support the most popular Browser.

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.

It's a great program It's a great program. Offers lots of flexiblity with clients and most of all much peace of mind for security against hackers, etc especially for sole practices.

Staff helped me determine the solution… Staff helped me determine the solution to a couple of my issues. We also identified a possible solution to a client issue. We will get back with the client to determine if we have corrected the problems.