SmartVault Ideas Portal
Help Us Make SmartVault better!
Vote for your favorite product enhancements below to help impact our product roadmap.
Each Quarter we take the feedback here and drive our Product Roadmap with direct impact from users like you!
The one marked 
have been selected, and is scheduled for the next 3-6 months!
Do you have a good idea for a future enhancement? Email us at Features at SmartVault
Help Us Make SmartVault better!
Vote for your favorite product enhancements below to help impact our product roadmap.
Each Quarter we take the feedback here and drive our Product Roadmap with direct impact from users like you!
The one marked have been selected, and is scheduled for the next 3-6 months!
Do you have a good idea for a future enhancement? Email us at Features at SmartVault
Hooray! Just in time for extension tax season, we will be releasing the new Archive Clients feature in our August Release due out tonight.
Make sure to update your SmartVault Connected Desktop for the latest version tonight and visit https://help.smartvault.com to learn more about our August release.
I would also like to see a document destruction policy where years can be archived or deleted
I would add that it would be nice to archive former clients and within current clients.
Yes - the ability to add and remove clients via a archive functionality would be very helpful. Right now the only way to do this is via a separate filing structure system.
And the ability to bring an archived client back into the normal database.
This would be great, we do this in some form already but would be nice if it was more of a click of a button than moving the files one by one over to a new section.