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