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

Overall I love SmartVault Overall I love SmartVault, but my scanner won't save directly to it (probably scanner issue) and I can't (easily) make changes to names of folders that I want to add/alter. (operator error?). I have found that recent updates have been GREAT! and the more experience I get the better the software becomes. Love the "print" feature from Pro-Series tax software direct to SmartVault, so easy. I do find that my clients with little computer experience have difficulty accessing the software, others no issues at all. Good customer service! Very helpful representatives. Attended a couple of recent online trainings, too fast (presenter barely took a breath), too high level, zero questions at the end, those were disappointing, but I do know that I can follow up with representative when I get time.

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.

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.

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.