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
Alternatives to consider
Community ratings & full list
Docomotion
Streamline document generation for transactional and operational workflows with Docomotion
TeamRetro
Agile retrospective and team health tool for actionable insights and improved collaboration
Pricing summary
Categories
Claim this tool
Are you the founder? Claim your profile to update details and track views.
Claim tool