Screenshots

Description

SmartVault is the safe and easy way for businesses to store and share files. With SmartVault, you can access all your documents anytime, anywhere, and from inside your favorite business apps, like QuickBooks and Microsoft Outlook. Today, more than 15,000 users rely on SmartVault to securely store and share all of their business documents.

In addition to anytime anywhere access for you and your co-workers, you can easily and securely share confidential documents with clients, business partners, and professional services providers.

SmartVault for the iPhone and iPad lets you go mobile with your SmartVault account:
• Search, browse, and view all your files and folders in SmartVault
• View documents, presentations, spreadsheets… most document types… all from your iPhone, iPad or iPod Touch
• Email documents as attachments or send secure links to any file
• Easily upload photos to SmartVault – really handy for taking pictures of receipts (or any other images you need to upload to SmartVault)
• Works with other apps that support the “Open in…” feature to share files between apps
• iPad users get an enhanced PDF viewer in full-screen mode that’s fantastic for viewing PDF files and a great way to run slide shows right from your iPad (if you save presentations to PDF one slide per page).

What's New

Version 2.2.0

· Updated to conform with Apple’s 64-bit app standards
· Improved sign-in experience (you no longer have to switch to Safari to sign in to SmartVault)
· Other UI improvements and Bug fixes

Ratings and Reviews

Perfect (cutting edge with security for what is available now)

Taxologist

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.

Barely any effort put into it, and it shows

russellbarnett

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.

Awesome for accounting firms

@rob_satrom

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.

Information

Seller
SmartVault Corporation
Size
63.4 MB
Category
Business
Compatibility
Requires iOS 8.1 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English, French, German, Spanish
Age Rating
Rated 4+
Copyright
© 2017 SmartVault Corporation
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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