--- description: Learn more about SmartVault price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartVault Price, Reviews & Features - Capterra South Africa 2026 --- Breadcrumb: [Home](/) > [Document Management Software](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.co.za/software/82811/smartvault Page: 1 / 7\ Next: [Next page](https://www.capterra.co.za/software/82811/smartvault?page=2) > SmartVault is a document management software that helps accounting firms streamline workflows, secure data, and improve collaboration. > > Verdict: Rated **4.3/5** by 137 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses SmartVault? SmartVault is used by accounting professionals, tax preparers, financial services firms, legal practices, healthcare providers, and CPAs. ## 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 - Approval Process Control - Archiving & Retention - Business Process Automation - Client Portal - Collaboration Tools - Compliance Management - Compliance Tracking - Content Management - Contract/License Management - Customizable Branding - Customizable Templates - Document Capture - Document Classification - Document Management - Document Storage - Drag & Drop - Electronic Signature - Encryption - File Sharing - For Legal Professionals - Forms Management - Full Text Search - Mobile Access - Role-Based Permissions - Search/Filter - Task Management - Third-Party Integrations - Version Control - Workflow Configuration - Workflow Management ## 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.capterra.co.za/directory/30063/document-management/software) ## Related Categories - [Document Management Software](https://www.capterra.co.za/directory/30063/document-management/software) - [File Sharing Software](https://www.capterra.co.za/directory/30909/file-sharing/software) - [Portal Software](https://www.capterra.co.za/directory/14/portal/software) - [Workflow Management Software](https://www.capterra.co.za/directory/30091/workflow-management/software) - [Legal Document Management Software](https://www.capterra.co.za/directory/10049/legal-document-management/software) ## Alternatives 1. 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[Microsoft 365](https://www.capterra.co.za/software/58688/microsoft-365) — 4.6/5 (14035 reviews) ## Reviews ### "SmartVault -- Not for all Accounting firms" — 3.0/5 > **Lola** | *11 May 2024* | Accounting | Recommendation rating: 2.0/10 > > **Pros**: Professional appearance and ability to brand > > **Cons**: It was difficult to setup -- I had to dedicate one employee to the setup and maintenance. > > Not very happy with the product or the "Help" ----- ### "Good tool on cloud for document management" — 4.0/5 > **Jérôme** | *08 February 2025* | Computer & Network Security | Recommendation rating: 8.0/10 > > **Pros**: Light solution on cloud to document management very well designed > > **Cons**: Sometimes not enough space and speed to load eavy files ----- ### "Do your homework before you subscribe to SmartVault" — 2.0/5 > **Robert** | *11 March 2025* | Accounting | Recommendation rating: 0.0/10 > > **Pros**: The platform looks promising and the concept is great. The fact that you can have everything secured in the cloud and accessible from everywhere is attractive. > > **Cons**: The onboarding training is extremely deficient. They don't provide a user guide that you could use for a quick reference. The onboarding person (coach) gives you about 6 or 7 1-hour sessions. The software can be a little bit difficult to navigate. You will have 3 icons on your desktop. At times, it's rather confusing which one to use. The settings could be quite hidden. Functionality is not as they advertise. > > I attended a seminar with well-know tax attorney. I've attended many of his CPE seminars and I decided to give it a try because that's what I have been looking for. I'm a one-man CPA practice, specializing in tax matters. I figure that this system could save me time and facilitate several functions with my clients, just as they advertised using the testimony of the attorney. The problem is the implementation of the software. The onboarding training for me was horrible. The coach assigned to me for 6 or 7 1-hour sessions of training was clueless. At times, he would spend the entire hour figuring out how to do things in the software and calling other people. They don't give you some kind of a user manual for quick reference. Instead, they have a knowledge-based library on their website to answer questions, but it's not organized in an intuitive manner. After I went through the entire 7 sessions, I was lost. I'm a CPA, but I've always loved computers. I built my own computers. I sought more assistance, but it was like a piecemeal approach and I had a list of significant issues that had not been resolved. That's when I had to reevaluate the value of having such software. I asked myself these couple of questions: Is the software really going to save me time in my practice? Are my clients going to be able to learn how to access their vault and be able to learn DocuSign and other features of the software? The answer to both was "NO." In order to make this software operational, each firm would have to have a person dedicated to handling the software and interacting with clients on a full-time basis. The cost is also a bit ridiculous because I only needed one license, but they make you buy two licenses. They lure new clients with their presentation, which is impressive, and use well-known tax professionals to advertise the software, but it is a big disappointment when you dive into it. I was able to achieve the same results by using the software I had been using for years to manage documents (Filecenter) and Google Workspace, at a fraction of the cost of SmartVault. Another problem they have is the amazing turnover of employees. I had to go through 2 or 3 people who were going to be my onboarding coach before finally ending up with the one that was clueless and a waste of time and money. I should have read some reviews about the software before getting into it. Also, when I called them to let them know I was not going to renew this software, they practically didn't care that much or even ask me what had happened. ----- ### "All in one place" — 4.0/5 > **Verified Reviewer** | *26 January 2026* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: SmartVault allowed everything to be in one place and had a desktop app as well that made it convenient to open. > > **Cons**: Sometimes it was a little cumbersome and a little slow, I think the flow of smartvault could've been a little more user friendly. > > Overall, I would say that smartvault was helpful in being able to keep everything I needed for information and organization all in one place. ----- ### "A Little Less Smart, But Much More Vault" — 3.0/5 > **Verified Reviewer** | *18 March 2026* | Entertainment | Recommendation rating: 6.0/10 > > **Pros**: I like that I can collaborate with other professionals in a friendly, user-centered environment with little clutter or distraction. > > **Cons**: Now, I feel that SmartVault may have dipped in quality, especially given that documents take longer to upload, and connectivity issues as well as organizational technicalities detract from the experience in a frustrating way. > > Overall, SmartVault is mostly the same for me, with the core tenet of file storage and transfer at the forefront. However, they seemed to have made organizational aspects a bit more muddy recently. ----- Page: 1 / 7\ Next: [Next page](https://www.capterra.co.za/software/82811/smartvault?page=2) ## Links - [View on Capterra](https://www.capterra.co.za/software/82811/smartvault) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | ----- ## Structured Data