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Accountant PlansBusiness Plans


Great for
small teams.

Most Popular


More users and storage
for growing teams.


For teams with more advancea
audit requirements

$29 / month
Try it free ›
2 Employee Users
250GB Storage
Unlimited Guest Users
All Core Features
$59 / month
Try it free ›
5 Employee Users
1TB Storage
Unlimited Guest Users
All Core Features
$99 / month
Try it free ›
10 Employee Users
Unlimited Storage
Unlimited Guest Users
All Core Features
+ Audit Reports
+ Full Text Search

Get a 10% discount if you pay annually instead of monthly.
Have more than 10 users? Call 1 866 674 6785 and let us give you a quote.

All SmartVault plans include

Simple Online
Document Storage

Store all your files online and access
them anytime and from anywhere.
Get the simplicity of a cloud drive
but with features built for business.

Secure File Sharing

Safely sharing files has never been
easier. With bank-level AES-256 bit
encryption and granular user
permissions, you control who has
access to your docs.

Branded Client Portal

Create a more professional image
for your business with a branded
client portal for sharing files.
Customized with your logo, color
scheme, and a vanity URL.

Integration with Your
Accounting App

Instantly go paperless when you
scan and attach documents to
entries in QuickBooks, QuickBooks
Online, Xero and FreshBooks. Now.

Scan to Cloud

Start your paperless workflow with
one-click scan to cloud functionality.
SmartVault integrates seamlessly with
your ScanSnap, imageFORMULA, or
any TWAIN-based scanner.

Version History 
& Recycle Bin

Restore files that may have
accidentally been deleted or
overwritten, as well as view and
download previous versions of a file.

Automated Email

Automatically notify colleagues or
clients when new files are available.
You can also get notifications when
files are accessed by others.

Microsoft Outlook Plug-in

Install the Plug-in for Outlook and
send, receive and manage documents
securely right inside Outlook without
changing the way you work today.

SmartVault Drive Mapping

When you map a drive to
SmartVault, you can work with your
files the same way you would if they
were on your hard drive saved to
your local computer.

Preview in Browser

Work faster and smarter with the
ability to view files in your web browser
without having to download them.

Mobile Apps

With SmartVault mobile apps, you
can access (and share!) files securely
from any mobile device.

SmartVault Inbox

Scan, drag and drop or upload files
directly from your local computer to
the SmartVault Inbox for later
processing. Great for quickly digitizing
your documents, and also supports
any hosted environment.

Phone & Email Support

Get your questions answered by our
friendly, knowledgable customer
care team. They have one mission –
to ensure you have a great
experience with SmartVault!

SmartVault Ecosystem

SmartVault is integrated with dozens of
apps. Check out the SmartVault
and learn more about
the apps that have SmartVault “Inside”.

Latoya Jablonski
Stearns Furniture
Data is automatically backed up, and that gives me great peace of mind. I can locate or send links to files 24/7 from my office, and I absolutely love the people at SmartVault! They are so helpful and responsive.”
Kristy Hensle
McLoone's Restaurant
Moving to SmartVault has cut out at least 75% of on-premise paperwork. And in the restaurant industry, that’s a lot of paper.”

Got questions about SmartVault pricing? We’ve got answers.

Do you have a free trial?

Yes! All our plans come with a free, no-risk 30-day trial. You don't even need a credit card… just pick your plan, give it a whirl, and if you don't love it, you'll never be charged. If you do love it, you can enter payment information at the end of the trial period, and all your documents and settings will carry over.

Do you require a credit card for the free trial?

No, you can start a free trial with no credit card required. At the end of your trial period, if you want to continue using the service, you can enter your card at that time.

Do you charge for bandwidth?

Heck no, we hate hidden fees! SmartVault does not charge for bandwidth utilized. There is a 2 GB limit on the size of a file uploaded to SmartVault, but there are no additional fees charged for bandwidth utilized for uploading or downloading files.

What happens if I run out of users, storage, or QuickBooks company files?

Our plans are designed to grow with your business, so you never have to pay for more than you need. So you can start with any base plan and add more users, storage, or QuickBooks company files, at anytime – and you never pay for more than you need.

I'm a CPA managing lots of clients on QuickBooks/Xero/FreshBooks. Which plan is right for me?

SmartVault for Accountants Enterprise offers unlimited connections to your favorite accounting apps. We've designed this plan specifically for accountants, so you can work with unlimited clients, with no additional fees for connecting multiple company files.

What is the difference between a User and a Guest?

The short answer is that a User is typically an employee of your company, and a Guest is usually someone outside your business that you want to share files with. Here's a detailed overview of SmartVault User licensing.