SmartVault? Good, bad or ugly?

Forum|Forum|4 years ago
May 19, 2022
1 reply
14 views

Hello people,

Does anyone have any feedback to share on using SmartVault for their client document management software?

Our firm uses ShareFile and are considering making a change. Any advice/warnings?

TIA

JMcManus, EA

Document Management System

This topic has been closed for replies.

K

Karl

Intuit Community Champion

I've used it for four years and like it. Clients are split on it. Most love it, but some struggle with it. I have my admin work with them on it as needed.

Watch the videos / read the guides on their site when you start (so don't wait to implement until tax season). It will save you a lot of start-up pain.

Easiest way to import your clients is to 1) make sure email addresses are good in screen 1, and 2) print organizers (or tax returns) to SmartVault. It will create all your clients, and you can invite them with the click of a button.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

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