Plans Built for Accounting Firms That Expect More
From secure document storage to unlimited eSignatures and automated workflows—see why SmartVault is the #1-integrated Document Management System for accounting pros.
Payment Type:
Business Pro
Small to medium-sized businesses needing secure storage and client collaboration.
Core Features
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Unlimited cloud-based storage -
Custom branded client portal
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Unlimited clients, external collaborators, and users
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Request, track, and collect client documents
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Customized industry folder templates
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Reporting & Activity logs
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U.S. based phone/email/chat support
Best Value
Accounting Pro
Tax/accounting firms needing advanced security & compliance, robust integrations and workflow automation.
Includes all Core Features +
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Integrations with your accounting tech stack
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Advanced Security & Compliance
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Customized accounting & tax specific folder templates
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Bulk print organizers & returns
Popular
Accounting Unlimited
Tax/accounting firms needing unlimited eSignatures, KBAs, PDFs, quotes and proposals.
Includes all Accounting Pro Features +
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Request & send unlimited eSignatures -
Unlimited KBAs / ID verification
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Unlimited PDF form fillers
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Send unlimited quotes & proposals
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Compliance Vault (WISP templates)
Full Feature Breakdown
Full Feature Breakdown:
Business Pro
Accounting Pro
Accounting Unlimited
Included in all plans:
Unlimited cloud-based storage
Unlimited clients, external collaborators, and users
Custom branded client portal
Request, track, and collect client documents
Password-protected file sharing
Mobile-enabled access
File versioning
Unlimited
Unlimited
Unlimited
Email capture
Full text search
Connected Desktop App
Get lightning-fast access to your documents in the cloud with the speed and performance of a desktop app.
Activity logs
User permission controls
Centralized document repository
Accounting / Tax Prep Integrations:
Intuit Lacerte, ProConnect* & ProSeries
Direct integration - SmartVault is the only cloud-based document management and client portal that integrates with Intuit Lacerte, ProConnect, and ProSeries.
*ProConnect integration coming Summer 2025
Thomson Reuters UltraTax CS
Configurable integration
DrakeTax
Configurable integration
Wolters Kluwer CCH
Configurable integration
Intuit Quickbooks Online & Desktop
Open API
Contact us for more information.
Security & Compliance:
SOC 2 Type 2 compliant
SmartVault is a trusted SOC 2 Type 2 compliant vendor.
IRS 4557 & FTC Safeguards compliance
Two-factor authentication
Password-protected PDFs
Encrypted communication
Ability to archive clients
Audit logs & access controls
FINRA, SEC, GLBA, GDPR, AML, FERPA compliance
Signed letter of attestation
HIPAA compliance
Signed BAA in place
Compliance Vault (WISP templates)
Templated WISP (Written Information Security Plan) documents to ensure compliance with the FTC Safeguard Rule.
Workflow Efficiency & Automation:
Request, track, and collect client documents
Bulk print organizers & returns
Optimized with direct integration with Lacerte, ProSeries and ProConnect.
SmartRouting of documents
Print and automatically route documents to SmartVault with customizable mapping. *Configurable integration for UltraTax CS, Drake, and CCH users.
Send quotes & proposals
Create, manage, approve, and record business proposals, sales documents, or pricing quotes via Quoters.
Add-on
Add-on
Unlimited
PDF form filler
Easily create professional, branded PDF files for your customers to fill directly in SmartVault via Docdown.
Add-on
Add-on
Unlimited
Customized folder templates
Client interactions based on industry: Engagements, Projects, Matters, and Loans
Print driver / Autofiler
Assign clients to employees
Custom permission groups
Tax specific templates
Email templates
Email notifications
PDF printer
PDF editing
Mapped drive access
Seasonal licenses
December 15 - April 30 (*for 2025, extend to Oct 15)
Audit logs & access controls
Automatic file lock
SmartScan (Coming late Q2 2025)
Snap photos of documents from your phone or tablet, which upload to SmartVault as clean, cropped PDF files.
SmartRequestAI (Coming Q4 2025)
Automates client document collection, organizes files into the correct folders, routes tax returns, and captures eSignatures for final delivery and storage - enhanced by AI.
eSignatures & Payments:
Request & send eSignatures
Integrate an existing DocuSign account, or create one through SmartVault.
Add-on
Add-on
Unlimited
KBAs / ID verification
Integrate an existing DocuSign account, or create one through SmartVault.
Add-on
Add-on
Unlimited
Secure payment processing
Payment processing requires integration with DocuSign.
Sign on mobile devices
Reusable templates for forms & documents
Pin code authentication for digital signature
Certified Vault
Add-on
Add-on
Add-on
Onboarding & Support:
U.S. based phone, email & chat support
On-demand training portal
One-on-one team training
Add-on
Add-on
Add-on
Data migration services
Add-on
Add-on
Add-on