--- description: Detaillierte Informationen über SmartVault zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartVault Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Dokumenten-Management-Systeme](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://www.capterra.ch/software/82811/smartvault Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.capterra.ch/software/82811/smartvault?page=2) > Mit SmartVault ist es einfach, Dokumente mit einer einzigen integrierten Dokumentenmanagement- und Kundenportallösung zu erfassen, zu verwalten und zu teilen. > > Bewertung: **4.3/5** von 137 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet SmartVault? Wirtschaftsprüfer, Buchhalter, Steuerberater und alle, die nach sicheren Dokumentenmanagement und sicherer Dateifreigabe suchen. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.3/5** | 137 Nutzerbewertungen | | Bedienkomfort | 4.2/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.1/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.0/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: GetBusy UK - **Gegründet**: 2018 ## Gewerblicher Kontext - **Startpreis**: $ 70.00 - **Preismodell**: (Gratis Testen) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - API - Anpassbare Vorlagen - Archivierung & Aufbewahrung - Aufgabenmanagement - Automatisierung von Geschäftsprozessen - Compliance Management - Compliance-Verfolgung - Content-Management - Document Capture - Dokumentenklassifizierung - Dokumentenmanagement - Dokumentenspeicher - Drag-and-Drop - Elektronische Unterschrift - Filesharing - Formularverwaltung - Für Juristen - Kontrolle des Genehmigungsprozesses - Kundenportal - Kundenspezifisches Branding - Mobiler Zugriff - Rollen-basierte Genehmigung - Suchen / filtern - Third-Party Integrations - Verschlüsselung - Versionskontrolle - Vertrags-/Lizenz-Management - Volltextsuche - Werkzeuge zur Zusammenarbeit - Workflow-Konfiguration - Workflow-Management - Zugriffskontrollen / Berechtigungen ## Integrationen (20 insgesamt) - 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 ... und 5 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Dokumenten-Management-Systeme](https://www.capterra.ch/directory/30063/document-management/software) ## Ähnliche Kategorien - [Dokumenten-Management-Systeme](https://www.capterra.ch/directory/30063/document-management/software) - [Filesharing Programme](https://www.capterra.ch/directory/30909/file-sharing/software) - [Portal-Software](https://www.capterra.ch/directory/14/portal/software) - [Workflow Management Systeme](https://www.capterra.ch/directory/30091/workflow-management/software) - [Legal-Document-Management-Software](https://www.capterra.ch/directory/10049/legal-document-management/software) ## Alternativen 1. [Google Docs](https://www.capterra.ch/software/160756/google-docs) — 4.7/5 (29141 reviews) 2. [Google Drive](https://www.capterra.ch/software/161425/drive) — 4.8/5 (28591 reviews) 3. [Google Workspace](https://www.capterra.ch/software/168389/google-workspace) — 4.7/5 (17670 reviews) 4. [OneDrive](https://www.capterra.ch/software/161304/onedrive) — 4.5/5 (12829 reviews) 5. [Microsoft 365](https://www.capterra.ch/software/58688/microsoft-365) — 4.6/5 (14144 reviews) ## Nutzerbewertungen ### "Secure documents" — 5.0/5 > **Dylan** | *5. Oktober 2024* | Essen & Trinken | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: I like using SmartVault because I can access documents from anywhere I am. The protection that SmartVault provides for each document is very secure because its access controls are strict and very rigorous. All documents are in the cloud for easier access and sharing with clients regardless of where they are. In addition, they can be accessed any day and at any time. > > **Nachteile**: I like it and there is nothing I dislike about it. It has always worked as it should and the support staff has helped me on many occasions very kindly. > > A very useful platform for accessing documents that are not at hand and very secure because each document saved in the cloud will be well protected. ----- ### "Reliable and Secure" — 5.0/5 > **Dawn** | *14. November 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. ----- ### "not user friendly" — 3.0/5 > **ute** | *3. Dezember 2024* | Buchhaltung | Empfehlungsbewertung: 5.0/10 > > **Vorteile**: the security of the program for all users > > **Nachteile**: it was very difficult for most of my clients, not user friendly > > somewhat disappointed since it was not very easy to communicate with clients. ----- ### "Easy and secure" — 5.0/5 > **Renee** | *19. November 2020* | Buchhaltung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Security is the number one feature. SmartVault is easy to use and secure. Clients find it easy to use. Integration is Outlook works great. > > **Nachteile**: 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. ----- ### "Much to learn" — 4.0/5 > **Kristi** | *12. November 2020* | Buchhaltung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: It is great for securely sharing financial reports. > > **Nachteile**: There is a pretty big learning curve to the software. > > I mainly use SmartVault for storing and sharing financial reports and other files that need to be safely sent to/from my clients. The user interface is professional looking and a step up from what I was using. At some point I need to take the time to meet with someone and really gain a better understanding of how some of the features work. ----- Seite: 1 / 7\ Weiter: [Nächste Seite](https://www.capterra.ch/software/82811/smartvault?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/82811/smartvault) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten