SmartVault
Secure, automated document management for accounting and tax professionals
About SmartVault
SmartVault is a cloud-based document management system designed to streamline workflows for accounting firms. It offers secure file sharing, client portals, eSignature capabilities, and compliance-ready storage. With integrations for major tax software and AI-powered document requests, SmartVault helps firms manage client onboarding, tax prep, and compliance efficiently.
Pricing
Full pricing pageBusiness Pro
Small to medium-sized businesses needing secure storage and client collaboration.
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients, external collaborators, and users
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & Activity logs
- U.S. based phone/email/chat support
Business Pro
Small to medium-sized businesses needing secure storage and client collaboration.
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients, external collaborators, and users
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & Activity logs
- U.S. based phone/email/chat support
Accounting Pro
Tax/accounting firms needing advanced security & compliance, robust integrations and workflow automation.
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients, external collaborators, and users
- Request, track, and collect client documents
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary Pricing Audit
Accounting Pro
Tax/accounting firms needing advanced security & compliance, robust integrations and workflow automation.
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients, external collaborators, and users
- Request, track, and collect client documents
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary Pricing Audit
Accounting Unlimited
Tax/accounting firms needing unlimited eSignatures, KBAs, PDFs, quotes and proposals.
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients, external collaborators, and users
- Request, track, and collect client documents
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
Accounting Unlimited
Tax/accounting firms needing unlimited eSignatures, KBAs, PDFs, quotes and proposals.
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients, external collaborators, and users
- Request, track, and collect client documents
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
FAQ
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