SmartVault Client User Bundles

Store Documents, Share Files, and Collaborate with Clients

If you are an accountant, bookkeeper, or service provider managing multiple clients, you'll gain efficiencies in your workflow and get more out of going paperless when you invite your clients to scan or upload documents, share files and collaborate with SmartVault. Our Client Bundles make it easy to manage all of your clients from a single Web Portal, and offer mega storage for all of your firm and client documents.

All of our bundles include premium technical support and free training and orientation sessions for you and your clients. Guest User licenses are also included in each bundle, for sharing documents via the SmartVault Web Portal.

Starter Bundle

Ideal for sole-proprietors — start with 5 clients, add more at anytime:

1 Full Access (Firm) User
5 Client Users
12 GB of Web Storage

$627/year*

Team Bundle

Start with 10 clients, and add more users and clients at any time:

3 Full Access (Firm) Users
10 Client Users
35 GB of Web Storage

$1,264/year*

Power Bundle

Get more firm users, more clients, and mega Web storage - and add on at anytime:

5 Full Access (Firm) Users
25 Client Users
80 GB of Web Storage

$1,820/year*

*Monthly billing available. A monthly billing plan will reflect a 10% price increase.

Customize Your SmartVault Bundle

Don't see what you're looking for here? Our plans are completely customizable to meet the needs of your business. You can select the number of full access (firm) users and client user licenses that work for you. To build a custom bundle for your firm, visit our Sign Up Page and select the base plan that's right for you. You'll be able to add more users and the Client User Pack of your choice, in Step 2.

Need help? Our sales representatives can help you choose the perfect plan for your business or customize a quote to meet your specific needs. Call us at (866) 674-6785 or email sales@smartvault.com for more information.