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
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.
Show less
Needs 64 bit Support
Please update this app for 64 bit support. It's the only one on my device that hasn't been updated yet.
Awesome for accounting firms
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.
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.
Show less
Barely any effort put into it, and it shows
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.
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.
Show less
App will not open
This app worked great before the update. Now, it will not open at all. Fix this.
Please fix
Worked great before update. Now screen just flashes when I open the app.
Awesome for SmartVault Users
Another very cool way to access files in SmartVault... The PDF viewer is better than any I've ever tried. also good for scanning and uploading receipts while on the road.
Not ready for prime time.
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.
Show less
