--- description: SmartVault : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. 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 Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de gestion documentaire](/directory/30063/document-management/software) > [SmartVault](/software/82811/smartvault) # SmartVault Canonical: https://fr.capterra.ca/software/82811/smartvault Page : 1/7\ Suivant: [Page suivante](https://fr.capterra.ca/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 du vendeur - **Entreprise**: SmartVault - **Pays**: Houston, É.-U. - **Fondé**: 2008 ## Contexte commercial - **À partir de**: 70,00 $ US - **Type de licence**: (Version d’essai gratuite) - **Public cible**: Travailleur autonome, 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 d'affaires - 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/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels de gestion documentaire](https://fr.capterra.ca/directory/30063/document-management/software) ## Catégories connexes - [Logiciels de gestion documentaire](https://fr.capterra.ca/directory/30063/document-management/software) - [Logiciels de partage de fichiers](https://fr.capterra.ca/directory/30909/file-sharing/software) - [Logiciels de site web](https://fr.capterra.ca/directory/14/portal/software) - [Logiciels de workflow](https://fr.capterra.ca/directory/30091/workflow-management/software) - [Logiciels de gestion de la documentation juridique](https://fr.capterra.ca/directory/10049/legal-document-management/software) ## Logiciels similaires 1. [Google Drive](https://fr.capterra.ca/software/161425/drive) — 4.8/5 (28427 reviews) 2. [Google Docs](https://fr.capterra.ca/software/160756/google-docs) — 4.7/5 (28798 reviews) 3. [Google Workspace](https://fr.capterra.ca/software/168389/google-workspace) — 4.7/5 (17483 reviews) 4. [OneDrive](https://fr.capterra.ca/software/161304/onedrive) — 4.5/5 (12623 reviews) 5. [Microsoft 365](https://fr.capterra.ca/software/58688/microsoft-365) — 4.6/5 (14035 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. ----- ### "Great product for storage and collaboration" — 5.0/5 > **Tammy** | *12 novembre 2020* | Comptabilité | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 novembre 2020* | Comptabilité | Taux de recommandation : 9.0/10 > > **Avantages**: - 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 > > **Inconvénients**: - 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 mai 2024* | Comptabilité | Taux de recommandation : 2.0/10 > > **Avantages**: Professional appearance and ability to brand > > **Inconvénients**: 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 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 . ----- Page : 1/7\ Suivant: [Page suivante](https://fr.capterra.ca/software/82811/smartvault?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/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