SmartVault

SmartVault delivers a secure platform for accountants and businesses to store, manage and securely share files. Put simply, it is about writing and editing documents together with comments and versions.

Who is it for? Mostly teams that produce a lot of documents. They also list Cloud Data Services, Cloud Management, Cloud Security, Compliance and Document Management, so expect those to show up in the feature set. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

SmartVault is based in Houston, Texas and founded in 2008. You can read more at smartvault.com.

Our checklist for this category: offline access, permissions, and export formats. Ask for a trial on your own data, not a canned demo.

If you have worked with SmartVault, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.