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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.
 
Business Pro
Small to medium-sized businesses needing secure storage and client collaboration.
$50
per user / month,
billed annually
3 user minimum

Core Features

  • 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
Best Value
Accounting Pro
Tax/accounting firms needing advanced security & compliance, robust integrations and workflow automation.
$55
per user / month, billed annually
2 user minimum

Includes all Core Features +

  • Integrations with your accounting tech stack
  • Advanced Security & Compliance
  • Customized accounting & tax specific folder templates
  • Bulk print organizers & returns
Popular
Accounting Unlimited
Tax/accounting firms needing unlimited eSignatures, KBAs, PDFs, quotes and proposals.
$75
per user / month, billed annually
2 user minimum

Includes all Accounting 
Pro Features +

  • Request & send unlimited eSignatures
  • Unlimited KBAs / ID verification
  • Unlimited PDF form fillers
  • Send unlimited quotes & proposals
  • Compliance Vault (WISP templates)