Smartvault In-Depth Review: Features & Alternatives (2023 Updated)

Hey there, fellow tech enthusiasts! Upendra Varma here, and today I'm going to take you on a whirlwind tour of Smartvault, the online document management and secure file sharing software that's taking the business world by storm. Whether you're an accountant, business owner, or IT professional, SmartVault has got you covered. So buckle up and get ready to learn all about this game-changing tool!

SmartVault Review: What is SmartVault?

SmartVault is the answer to all your document storage, management, and secure sharing needs. With over 30,000 business professionals already on board, SmartVault offers a cloud-based document management system and client portal that will revolutionize the way you work. Say goodbye to the days of sifting through piles of paperwork and hello to streamlined efficiency and productivity.

SmartVault Review: How can it be used?

No matter your industry or role, SmartVault has a solution for you. If you're an accountant, SmartVault can help you collect source documents, organize client data, and share files using a secure, branded client portal. For financial services firms, SmartVault simplifies secure file sharing and boosts productivity. Community banks and credit unions can benefit from streamlined document management and secure file sharing, all within a branded client portal. The possibilities are endless!

SmartVault Review: Who is it for?

SmartVault caters to a wide range of users and industries. Whether you're an accountant, IT professional, office manager, or business owner, SmartVault has something to offer. It's also tailored to specific industries such as healthcare, legal, manufacturing, real estate, and more. So no matter who you are or what you do, SmartVault has got your back.

SmartVault Features

Let's dive into some of the incredible features that SmartVault has to offer:

  • Online Document Storage: Standardize and centralize your business documents with smart online document storage.
  • Client Portal: Give your clients a secure, easy, and professional way to collaborate with you on documents in the cloud.
  • Secure File Sharing: Make sharing files in the cloud easy and convenient, without compromising on security or compliance.
  • eSignature: Request and receive signatures with ease, all from desktops, laptops, or mobile devices.
  • Workflow Automation: Optimize your internal and client-facing processes through more efficient workflows.
  • Document Management System: Simplify the way you request, collect, store, and manage client documents.
  • Email Capture: Capture important emails and store them securely in SmartVault.
  • Certified Vault: Protect your documents with bank-level security and stay in compliance with industry regulations.

SmartVault Plans

For a more detailed review of SmartVault pricing plans, head over to my blog at smartvault pricing. There, you'll find all the information you need to make an informed decision about which plan is right for you.

SmartVault Alternatives

If you're exploring alternatives to SmartVault, there are several other options available in the market. Here are a few of them:

Intuit DMS

Intuit DMS is a robust document management system that assists in organizing and storing documents. It offers a simplified user interface, making it easy to find files quickly. Intuit DMS integrates well with other Intuit applications, providing seamless connectivity and boosting productivity.


Sharefile by Citrix is a secure file sharing and transfer service that's built for business. It offers tools for seamless collaboration, including syncing capabilities and remote access. Sharefile provides robust security measures, ensuring your files remain safe and private.


eFileCabinet is a document management solution that provides businesses with smart and efficient ways to capture, manage, and protect their data. It offers both cloud-based and on-premise solutions, which can be tailored to meet the specific needs of your business.


Onedrive by Microsoft is a cloud storage solution that lets you save files online and access them anywhere from any device. It integrates seamlessly with other Microsoft Office applications, making it a great choice for businesses already using these tools.


MyDocSafe is a secure client and employee onboarding platform that offers e-signatures, form filling, and file sharing capabilities. It is known for its robust security measures, ensuring the safe handling and storage of sensitive information.

IRIS Openspace

IRIS Openspace is a safe and simple to use document exchange and storage solution. It enables accountants and businesses to approve documents digitally, speeding up the approval process while also reducing paper waste.

Each of these alternatives offers unique features and capabilities. Your choice will depend on the specific needs and preferences of your business.

SmartVault Review: Pros & Cons

Let's take a moment to weigh the pros and cons of SmartVault:


  • Streamline workflows and boost productivity
  • Secure file sharing and collaboration
  • Bank-level security and compliance
  • Easy-to-use interface and quick learning curve
  • Integrations with popular business apps
  • Branded client portal for a professional touch


  • Pricing may not be suitable for all budgets
  • Limited customization options
  • Some advanced features may require additional training


And there you have it, folks! A comprehensive review of SmartVault and all the fantastic features it has to offer. Whether you're an accountant, business owner, or IT professional, SmartVault is the solution you've been waiting for. So why wait? Head over to and see how SmartVault can power your business today.

And don't forget to check out my blog at saas blog for more in-depth reviews of other amazing SaaS products. Until next time, stay tech-savvy!


Upendra Varma

Upendra Varma

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