--- description: ¿Qué piensan los usuarios de SmartVault? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de SmartVault gracias a Capterra Colombia. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartVault - Opiniones, precios y características - Capterra Colombia 2026 --- Breadcrumb: [Inicio](/) > [Software de gestión documental](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.co/software/82811/smartvault Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.co/software/82811/smartvault?page=2) > SmartVault facilita la recopilación, gestión e intercambio de documentos con una única solución integrada de gestión de documentos y portal de clientes. > > Veredicto: 137 usuarios lo han valorado con **4.3/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa SmartVault? Contables, profesionales fiscales y cualquiera que desee gestionar documentos y compartir archivos de forma segura. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.3/5** | 137 Opiniones | | Facilidad de uso | 4.2/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.1/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.0/5 | Basado en las opiniones generales | | Funciones | 4.2/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: SmartVault - **Ubicación**: Houston, EE. UU. - **Constitución**: 2008 ## Contexto comercial - **Precio inicial**: US$ 70,00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Windows (desktop), Windows (local), Linux (local), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Estados Unidos, Reino Unido ## Funciones - API - Acceso móvil - Almacenamiento de documentos - Archivo y conservación - Arrastrar y soltar - Automatización de procesos empresariales - Autorizaciones basadas en roles - Búsqueda de texto completo - Búsqueda/filtro - Captura de documentos - Cifrado - Clasificación de documentos - Configuración de flujos de trabajo - Control de procesos de aprobación - Control de versiones - Controles o permisos de acceso - Creación de marca personalizable - Firma electrónica - Gestión de contenidos - Gestión de contratos o licencias - Gestión de documentos - Gestión de flujos de trabajo - Gestión de formularios - Gestión de la conformidad - Gestión de tareas - Herramientas de colaboración - Modelos personalizables - Para profesionales jurídicos - Portal de clientes - Seguimiento de la conformidad - Third-Party Integrations - Uso compartido de archivos ## Integraciones (en total: 20) - 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 … y 5 integraciones más ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de gestión documental](https://www.capterra.co/directory/30063/document-management/software) ## Categorías relacionadas - [Software de gestión documental](https://www.capterra.co/directory/30063/document-management/software) - [Programas para compartir archivos](https://www.capterra.co/directory/30909/file-sharing/software) - [Software de portal del empleado](https://www.capterra.co/directory/14/portal/software) - [Software de gestión del flujo de trabajo (workflow)](https://www.capterra.co/directory/30091/workflow-management/software) - [Software de gestión de documentos legales](https://www.capterra.co/directory/10049/legal-document-management/software) ## Alternativas 1. [Google Drive](https://www.capterra.co/software/161425/drive) — 4.8/5 (28450 reviews) 2. [Google Docs](https://www.capterra.co/software/160756/google-docs) — 4.7/5 (28856 reviews) 3. [Google Workspace](https://www.capterra.co/software/168389/google-workspace) — 4.7/5 (17519 reviews) 4. [OneDrive](https://www.capterra.co/software/161304/onedrive) — 4.5/5 (12662 reviews) 5. [Microsoft 365](https://www.capterra.co/software/58688/microsoft-365) — 4.6/5 (14053 reviews) ## Opiniones ### "Comprehensive Document Management Solution" — 5.0/5 > **Sebastian** | *27 de septiembre de 2024* | Productos farmacéuticos | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: SmartVault's most notable feature is the protection of your most valuable information. Data encryption and access controls guarantee the protection of your sensitive information. > > **Puntos en contra**: There are no negative aspects of this platform that I can identify. > > SmartVault helps me organize, store, and protect all my sales and customer documents in one place. This allows my team to access the information they need quickly, increasing our productivity. ----- ### "Wouldn't use anything else" — 5.0/5 > **Christos** | *30 de julio de 2020* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Possibly the most seamless cloud-based solution for accountants. There are a few ways to work with SmartVault depending on your circumstances, these are the portal itself, Connected Desktop and SmartVault Drive. All can be used from your main PC. SmartVault Portal You can use the portal in a web browser, this is fantastic if you are on the move and away from your usual machine when you need to access documents and all you need is an internet connection. Connected Desktop This would be used from your PC, this is where you can do tasks such as sending password protected documents, links to documents, or get documents signed by clients. SmartVault Drive This is simply a mapped drive from the cloud to your PC, it is so simple to use, where you can access files drag and drop documents in seconds. One of the most important pros is the use of 2 Factor Authentication as this does hold client records and data. > > **Puntos en contra**: Only con I have found, when getting documents signed by DocuSign using SmartVault, if you select one document to sign, then drag and drop other documents, only the original selected documents get updated in SmartVault, and then you have to update the signed documents manually via drag and drop. > > We are operating a paperless office and everything in the cloud, this is eco friendly as paper waste is minimal. Also all data is securely stored in a cloud so we do not have to worry about backups . ----- ### "An OK portal, if you only want a portal" — 3.0/5 > **Russell** | *28 de mayo de 2021* | Contabilidad | Valoración de la recomendación: 5.0/10 > > **Puntos a favor**: It integrates with Lacerte fairly smoothly. SV drive and SV connected desktop facilitate working with the files on my local workstation, which is a feature that many cloud based DMS solutions lack. Always having my documents available from wherever I am. > > **Puntos en contra**: They did not meaningfully improve the product at all while I was using it between 2013 and 2019. The product was literally almost exactly the same when I started using it and when I stopped. Also, their iOS app is, to put it generously, pathetic - and was never updated to fix the many glaring problems with it. Chief among those is that from day one the search function in the app is completely useless, meaning that I have to scroll through many nested folders to find each file I want, every time. > > They are a competent client portal with a price on the lower end of the spectrum. However, after 6+ years the product was quite stale so I decided to switch to a more agile portal vendor who is actually spending time and money to improve and develop their product. ----- ### "Reliable and Secure" — 5.0/5 > **Dawn** | *14 de noviembre de 2020* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: I love that SmartVault can integrate with other software applications I use. The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure. > > **Puntos en contra**: The website times out too often. Maybe I am not aware of being able to extend the time-out but that is definitely something that needs to improve. I also would like to see improvements in the mobile application. > > I love the integrations. I cannot say enough about their vision to continue to improve it's interface. This is a super cost effective way for me to operate my tax practice as well as the work I do with other clients. ----- ### "Easy and secure" — 5.0/5 > **Renee** | *19 de noviembre de 2020* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Security is the number one feature. SmartVault is easy to use and secure. Clients find it easy to use. Integration is Outlook works great. > > **Puntos en contra**: A function to email a third party a document without them having an account would be great. Maybe it is there and I don't know how to use it. > > SmartVault is easy to use and secure. The price point is great. Clients find it easy to use. I really like the integration with Outlook. I can easily email links to documents, which makes SmartVault even easier for clients. It is secure, and that is very important to me. Access to files anytime and anywhere is also important. Customizable folders is an added benefit. Each year I get more clients using it. I will use it as long as am in practice. I have no need to shop for anything else. ----- Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.co/software/82811/smartvault?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co/software/82811/smartvault) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados