SmartVault is what all the cloud based file apps want to be when the grow up
This product is so easy to use fir our clients we have eliminated the portal calls we had in past. Add the programmable features not available anywhere it is a must have for anyone in financial services or accounting
For uploading you can only use the camera for photos. No integration to upload other file types from phone storage or drives (like iCloud or Box). No integration with iPhone (using “copy to SmartVault” from phone files fails, saying the file failed to create). Again, only supports photos. Doing something like grabbing a PDF statement and uploading isn’t possible - this is only useful if you want to take photos of a stack of printed paper. Near useless for me.
I have tried multiple times to transfer my files to my client portal (which has never actually showed up with my name), and in my account there is no mention of my name or that I am actually in my account. The app freezes almost immediately. I guess I will stick to hand-delivering my tax information—
Very basic features like print, or saving a document locally are not working or available in the app. The experience actually makes me wonder how truly secure and trustworthy SmartVault is if the app is built this poorly.
Perfect (cutting edge with security for what is available now)
Exactly what is needed for Accounting & Tax Firms (CPA firms and others) to use and collaborate with their clients on a mobile platform solution that seamlessly integrates with the full desktop solution. The full desktop/cloud solution is a secure, innovative leader in the industry. This software is great for solo, small, midsize and middle-market firms. Integration with other industry used automated client doc pull/push applications is a huge time saver. The amount of client training and hand-holding for smaller firms (including solo firms) is significantly less than other solutions. With a tech-savvy employee, even more functionality can be found with some curiosity and experimentation. SmartVault tech support is awesome too, when needed. Highly recommend. Trust them to keep up to date as tech changes and serve our needs.
Nice in theory, unbelievably clunky and hard to navigate in practice. Why do I need to reset a passcode for the app every time I reauthenticate my login credentials? For that matter, why is the login handled through Safari and not through the app itself? What does the search function actually do? I've never gotten it to return a single result. Not a client name, not a folder name, not a file name, nothing. Ever. Every single search I have ever tried has come back "no result". Why do I need to download a file (after painstakingly navigating to it since search doesn't work), often using several megabytes of cellular data, in order to simply get a link to the file to email to a client? Why can't we see or administer invites/ account status/ who has access to a folder, etc? When I try to move a file from one folder to a different one in the same vault (like, say, from one of my my folders into one the client can access) why do I have to navigate through the entire folder tree from scratch? Why not default to the folder you are already in and let the user back up a level or two for a much faster result? Needs a lot of work. You can, and must, do much better than this to be truly powerful and useful as a tool on the go.
This application is such a simple tool for our clients. Utilizing Smartvault is inexpensive, hyper secure, and extremely easy if you are a bookkeeping, CPA, or tax firm. The app is simple, which makes it easy for our clients to use. Feedback - the app only allows selecting one file at a time when "uploading from photos" but it would be nice if it allowed multiple file selection and upload.
Currently using WebDav Nav to access SmartVault so I thought I would try this new app. Unfortunately it does not seem to work. During install it seemed to freeze up and after install the app starts to open for a few seconds and then shuts down. App needs more work to get out of the starting gate.
This is the worst app for your clients as a new aged tax preparer, we need our bookkeeping and tax clients to have mobile access to there documents. What’s is disappointing the most is that newer companies are offering this very thing. Clint’s are getting younger and younger clients want a ESS to there info from there phone I know your prices aren’t getting cheaper . Provide use user with a worth app for iPhone and android. Thank you
SmartVault is the safe and easy way for businesses to store and share files. With SmartVault, you can access all your documents anytime, anywhere, and from inside your favorite business apps, like QuickBooks and Microsoft Outlook. Today, more than 15,000 users rely on SmartVault to securely store and share all of their business documents. In addition to anytime anywhere access for you and your co-workers, you can easily and securely share confidential documents with clients, business partners, and professional services providers. SmartVault for the iPhone and iPad lets you go mobile with your SmartVault account: • Search, browse, and view all your files and folders in SmartVault • View documents, presentations, spreadsheets… most document types… all from your iPhone, iPad or iPod Touch • Email documents as attachments or send secure links to any file • Easily upload photos to SmartVault – really handy for taking pictures of receipts (or any other images you need to upload to SmartVault) • Works with other apps that support the “Open in…” feature to share files between apps • iPad users get an enhanced PDF viewer in full-screen mode that’s fantastic for viewing PDF files and a great way to run slide shows right from your iPad (if you save presentations to PDF one slide per page).