--- description: SmartVault : qu'en pensent les utilisateurs ? Lisez les avis clients sur SmartVault, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartVault - Avis, notes, prix et abonnements - Capterra Luxembourg 2026 --- Breadcrumb: [Accueil](/) > [Gestion des documents](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.lu/software/82811/smartvault Page : 1/7\ Suivant: [Page suivante](https://www.capterra.lu/software/82811/smartvault?page=2) > SmartVault permet de collecter, de gérer et de partager facilement des documents au travers d'un portail client et d'une solution de gestion des documents unique et complète. > > Conclusion : 137 utilisateurs lui ont donné la note de **4.3/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise SmartVault ? Les experts-comptables, comptables, fiscalistes et tous ceux qui recherchent un service sécurisé de gestion des documents et de partage de fichiers. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.3/5** | 137 Avis | | Simplicité | 4.2/5 | D'après l'ensemble des avis | | Support client | 4.1/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.0/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.2/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: SmartVault - **Pays**: Houston, É.-U. - **Fondé**: 2008 ## Contexte commercial - **À partir de**: 70,00 $US - **Type de licence**: (Essai gratuit) - **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Windows (ordinateur), Windows (sur site), Linux (sur site), iPhone (mobile), iPad (mobile) - **Langues**: anglais - **Pays disponibles**: Royaume-Uni, États-Unis ## Fonctionnalités - API - Accès mobile - Archivage et rétention - Automatisation des processus métiers - Autorisations basées sur les rôles - Classification des documents - Configuration des workflows - Contrôle du processus d'approbation - Contrôles/Permissions d'accès - Cryptage - Fonction de glisser-déposer - Gestion de contenu - Gestion de la conformité - Gestion de versions - Gestion des contrats/licences - Gestion des documents - Gestion des flux de travail - Gestion des formulaires - Gestion des tâches - Modèles personnalisables - Outils de collaboration - Partage des fichiers - Portail client - Pour les professionnels du secteur juridique - Recherche en texte intégral - Recherche/Filtre - Saisie de documents - Signature électronique - Stockage de documents - Stratégie de marque personnalisable - Suivi de la conformité - Third-Party Integrations ## Intégrations (20 au 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 ... et 5 intégrations supplémentaires ## Ressources d'aide - Service client/e-mail - FAQ/forums - Base de connaissances - Support téléphonique - Chat ## Category - [Gestion des documents](https://www.capterra.lu/directory/30063/document-management/software) ## Catégories connexes - [Gestion des documents](https://www.capterra.lu/directory/30063/document-management/software) - [Partage des fichiers](https://www.capterra.lu/directory/30909/file-sharing/software) - [Logiciels de portail web](https://www.capterra.lu/directory/14/portal/software) - [Gestion des flux de travail](https://www.capterra.lu/directory/30091/workflow-management/software) - [Logiciels de gestion de la documentation juridique](https://www.capterra.lu/directory/10049/legal-document-management/software) ## Logiciels similaires 1. 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[Microsoft 365](https://www.capterra.lu/software/58688/microsoft-365) — 4.6/5 (14053 reviews) ## Avis ### "Mon avis sur smartvault" — 4.0/5 > **Glenn Teryll** | *23 avril 2025* | Restaurants | Taux de recommandation : 8.0/10 > > **Avantages**: Il permet de stocker et de partager des fichiers, peu importe l'endroit où l'on se trouve on arrive à avoir accès à nos documents. > > **Inconvénients**: A part le coût qui est de 20 euros par mois par utilisateur, je ne vois pas vraiment d'inconvénients à ce logiciel. ----- ### "Comprehensive Document Management Solution" — 5.0/5 > **Sebastian** | *27 septembre 2024* | Produits pharmaceutiques | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 juillet 2020* | Comptabilité | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 mai 2021* | Comptabilité | Taux de recommandation : 5.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 novembre 2020* | Comptabilité | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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. ----- Page : 1/7\ Suivant: [Page suivante](https://www.capterra.lu/software/82811/smartvault?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.lu/software/82811/smartvault) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées