--- 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 Chile. 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 Chile 2026 --- Breadcrumb: [Inicio](/) > [Software de gestión documental](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.cl/software/82811/smartvault Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.cl/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.cl/directory/30063/document-management/software) ## Categorías relacionadas - [Software de gestión documental](https://www.capterra.cl/directory/30063/document-management/software) - [Programas para compartir archivos](https://www.capterra.cl/directory/30909/file-sharing/software) - [Software de portal del empleado](https://www.capterra.cl/directory/14/portal/software) - [Software de gestión del flujo de trabajo (workflow)](https://www.capterra.cl/directory/30091/workflow-management/software) - [Software de gestión de documentos legales](https://www.capterra.cl/directory/10049/legal-document-management/software) ## Alternativas 1. [Google Drive](https://www.capterra.cl/software/161425/drive) — 4.8/5 (28427 reviews) 2. [Google Docs](https://www.capterra.cl/software/160756/google-docs) — 4.7/5 (28798 reviews) 3. [Google Workspace](https://www.capterra.cl/software/168389/google-workspace) — 4.7/5 (17483 reviews) 4. [OneDrive](https://www.capterra.cl/software/161304/onedrive) — 4.5/5 (12623 reviews) 5. [Microsoft 365](https://www.capterra.cl/software/58688/microsoft-365) — 4.6/5 (14035 reviews) ## Opiniones ### "Great product for storage and collaboration" — 5.0/5 > **Tammy** | *12 de noviembre de 2020* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: I love SmartVault for the unlimited storage capacity and ease of use. I am easily able to collaborate and share files and sensitive documents with colleagues and clients alike with different permissions. I love being able to access my documents from any computer, anywhere, anytime. I feel like care about me as a consumer and try and be as helpful as possible. > > **Puntos en contra**: Learning SmartVault was a bit difficult in the beginning but the company provides plenty of training and hundreds of videos. > > With SmartVault I never have to worry about where my documents are for all of my clients. I know they are secure and accessible at all times no matter what computer I have access to. ----- ### "Well packaged Document Management System, well presented\!" — 5.0/5 > **Chris** | *26 de noviembre de 2020* | Contabilidad | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: - Very user friendly and easy to navigate - Easy to set up and invite clients and give the appropriate access according to their status i.e. full for the company director down to folder or file specific - Easy to upload documents and great that it has a desktop version in addition to the online version. Clients like the Apple integration and the fact it works happily with MAC's as comfortably as non-MAC Windows PC's - Good support, though confusing when you get a US number for someone who lives in India to assist\! - I'm a UK based company - Free set up and training assistance including full run through of the software - Unlimited Companies - Free access for clients - Templates for Accounts/Payroll etc save a lot of time for setting up year on year > > **Puntos en contra**: - Integration with Outlook - this is hit and miss if it works and mine doesn't meaning I can't link email in - have been advised it is due to not having the full office suite, though I have and it still wouldn't integrate - A little expensive compared to other products, but it was best fit for the business > > Overall, I have been very impressed by SmartVault. I was using Office 365 Business and was fed up that Sharepoint kept falling over for clients - I had set it up as groups to move documents around as I provide payroll services, but often I would get an email from the client saying not received or can't access. SmartVault integration has been very easy and clients have embraced - I think that for many it looks like IE tree set up for navigating makes it easier and that a desktop version is available for their use - a feature taken away by Microsoft - they feel they have greater control too. The current global pandemic has meant that the software has been a god send in maintaining client relations and service provision. I am pleased to have moved over and would recommend. ----- ### "SmartVault -- Not for all Accounting firms" — 3.0/5 > **Lola** | *11 de mayo de 2024* | Contabilidad | Valoración de la recomendación: 2.0/10 > > **Puntos a favor**: Professional appearance and ability to brand > > **Puntos en contra**: 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" ----- ### "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 . ----- ### "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. ----- Página: 1 de 7\ Siguiente: [Página siguiente](https://www.capterra.cl/software/82811/smartvault?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.cl/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