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.

There were times when i had uploaded an… There were times when i had uploaded an excel spreadsheet to work on and saved it several times, but it never saved to the desktop folder and had to recreate the work. This happened on multiple occassions. But overall, the filing system is still very good. Also, when giving rights to clients, once i have indicated the sub folders should be accessible by client, the system did not allow access to sub or sub-sub folders and i had to go in to the furtherest sub folder and provide access to client.

There seems to be a lot of functions in… There seems to be a lot of functions in SmartVault that I cannot use due to lack of training. The training articles are confusing and I don't seem to have an account manager to help me. I love the security piece and would likely use the software more. Each month I am weighting the cost, my inability to utilize all of the software's tools and I spend time looking for an alternative

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.

Worst User Interface Ever I have been in IT over 40 years and the Smart Vault user interface is one of the worst I have ever used. I now own a tax preparation business so we test tried it out on 10 of our clients, not one could successfully upload their documents on the first try. That was enough for us so we cancelled our subscription.