---
description: If you're in a hunt for the best solution for your business, learn what SmartVault has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
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title: SmartVault Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [Document Management Software](/directory/284/document-management/software) > [SmartVault](/software/2034711/smartvault-com)

# SmartVault

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> SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.
> 
> Verdict: Rated **4.3/5** by 137 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of SmartVault

 Secure online document management 
 Branded client portals for file sharing 
 Integration with leading tax \& accounting apps

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 137 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support | 4.1/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: SmartVault
- **Location**: Houston, US
- **Founded**: 2008

## Commercial Context

- **Starting Price**: US$70.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: SmartVault offers a free trial, after which it is available on monthly and annual subscriptions. Details include:
Standard (minimum 5 users) - $28/user/month or $20/user/month (billed annually) 
Business Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) 
Accounting Pro (minimum 2 users) - $56/user/month or $40/user/month (billed annually) 
Enterprise - (minimum 10 users) - Contact SmartVault for details
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audit Trail
- Authentication
- Business Process Automation
- Client Portal
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Content Management
- Contract/License Management
- Customizable Branding
- Customizable Dashboard
- Customizable Forms
- Customizable Templates

## Integrations (20 total)

- Acctivate Inventory Management
- Docusign
- Docusign CLM
- Emburse Nexonia
- FreshBooks
- Hubdoc
- Intuit ProConnect Tax
- Lacerte Tax
- LedgerSync
- Liscio
- Method CRM
- Microsoft Outlook
- ProSeries Tax
- QuickBooks Online
- Rightworks Connect

... and 5 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Document Management Software](https://www.getapp.sg/directory/284/document-management/software)

## Related Categories

- [Document Management Software](https://www.getapp.sg/directory/284/document-management/software)
- [File Sharing Software](https://www.getapp.sg/directory/422/file-sharing-api/software)
- [Portal Software](https://www.getapp.sg/directory/464/portal/software)
- [Workflow Management Software](https://www.getapp.sg/directory/566/business-workflow/software)
- [Legal Document Management Software](https://www.getapp.sg/directory/763/legal-document-management/software)

## Alternatives

1. [Google Docs](https://www.getapp.sg/software/91392/google-docs) — 4.7/5 (28959 reviews)
2. [Google Drive](https://www.getapp.sg/software/90762/google-drive) — 4.8/5 (28494 reviews)
3. [Google Workspace](https://www.getapp.sg/software/90761/google-apps-for-business) — 4.7/5 (17565 reviews)
4. [OneDrive](https://www.getapp.sg/software/91652/onedrive) — 4.5/5 (12705 reviews)
5. [Microsoft 365](https://www.getapp.sg/software/90725/microsoft-office-365) — 4.6/5 (14084 reviews)

## Reviews

### "Great product for storage and collaboration" — 5.0/5

> **Tammy** | *12 November 2020* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: I love SmartVault for the unlimited storage capacity and ease of use.  I am easily able to collaborate and share files and sensitive documents with colleagues and clients alike with different permissions.  I love being able to access my documents from any computer, anywhere, anytime.  I feel like care about me as a consumer and try and be as helpful as possible.
> 
> **Cons**: Learning SmartVault was a bit difficult in the beginning but the company provides plenty of training and hundreds of videos.
> 
> With SmartVault I never have to worry about where my documents are for all of my clients.  I know they are secure and accessible at all times no matter what computer I have access to.

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### "Awesome to add to my tech stack" — 5.0/5

> **Tracey** | *16 November 2020* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: It's an easy way to securely hold all of my clients documents. I LOVE that it works well with docusign. My clients find it easy to use.
> 
> **Cons**: If you cannot get in touch with customer service (everyone is busy\!) they have FAQ's that I easily found what I was looking for\!
> 
> My compliance department introduced SmartVault instead of google drive or another service. I couldn't be happier\! And, the integration with docusign is awesome.
My clients find it easy to work with .

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### "Not user friendly enough for older or nontech savvy clients" — 3.0/5

> **Juliana** | *23 March 2023* | Accounting | Recommendation rating: 3.0/10
> 
> **Pros**: I like the ease of use between Smartvault and Lacerte Tax. It's very simple to print documents directly to the client folders.
> 
> **Cons**: I liked the portal features, set up and interface the least. I wasted MORE time having to edit \& update invites, resend documents, explain how to use the portal over the phone etc than I EVER saved my actually using the portal.
> 
> I was trying to solve my portal problem with Smart vault. I used this program for 6+ years at another job but when I tried implementing it in my own firm it just didn't work. I ended up going with another program for the same price that included workflow automation.

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### "Consistent and Cheaper than other options out there" — 4.0/5

> **Georgia** | *16 November 2020* | Accounting | Recommendation rating: 8.0/10
> 
> **Pros**: It is consistent across the many years we have used it at my small account firm.  It is a cheaper options for delivering our tax returns to our clients.
> 
> **Cons**: We have some issues with permissions on our end and on the client end that requires some troubleshooting and frustration.
> 
> Overall I am very happy with the service for the price.

-----

### "Smooth link to Lacerte but could use improvement on links to clients" — 4.0/5

> **Steve** | *7 November 2017* | Recommendation rating: 8.0/10
> 
> **Pros**: What I like most is the direct link to Lacerte tax software.  Employees can send a return or any form from Lacerte with only one click.
> 
> **Cons**: Sending documents to clients seems inefficient - for example the only way to send more than one document is via a "link" or password encrypted email - would like ability to select multiple documents from different folders and send by email link, not just passwords.
> 
> Integration with Lacerte and cloud storage. Does provide one place to receive documents from clients, send documents to client and share documents within our team.

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## Links

- [View on GetApp](https://www.getapp.sg/software/2034711/smartvault-com)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/collaboration-software/a/smartvault/> |
| en-AE | <https://www.getapp.ae/software/2034711/smartvault-com> |
| en-AU | <https://www.getapp.com.au/software/2034711/smartvault-com> |
| en-CA | <https://www.getapp.ca/software/2034711/smartvault-com> |
| en-GB | <https://www.getapp.co.uk/software/2034711/smartvault-com> |
| en-IE | <https://www.getapp.ie/software/2034711/smartvault-com> |
| en-NZ | <https://www.getapp.co.nz/software/2034711/smartvault-com> |
| en-SG | <https://www.getapp.sg/software/2034711/smartvault-com> |
| en-ZA | <https://www.getapp.za.com/software/2034711/smartvault-com> |

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