Pricing & Plans

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New SmartVault for Accountants

   Basic   

Bank level security, custom branded portal - designed for small business.

$29 /month

Start Free 30-Day Trial

No Credit Card Required

Professional

Enterprise features - audit report and full text search - plus 1 TB storage.

$99 /month

Start Free 30-Day Trial

No Credit Card Required

Users & Storage

    
Web Storage ?Web StorageSecure storage in the cloud. Upload files up to 2GB in size. 25 GB 1,000 GB
Users ?UsersEmployees of your company, firm or practice. 2 10
Guests ?GuestsUsers outside your company or firm with whom you want to share files. Unlimited Unlimited


Pay as you grow! You can upgrade and add more users, storage, or QuickBooks companies at any time.
Check out our Add-on Pricing for more info.

Features

    
Upload, Search, and Share Files • •
SmartVault Inbox • • •
Toolbar for QuickBooks • • •
Plug-in for Microsoft Outlook • • •
Mobile Apps • • •
SmartVault Drive Mapping • • •
Administrative Console • • •
Version History • • •
View In Browser • • •
Custom Branded Portals • • •
Automated Email Notifications • • •
User Activity & Audit Logs     •
Full Text Search     •


All plans include SmartVault for QuickBooks and the plug-in for Microsoft Outlook.

Support and Training

      
Basic Technical Support • • •
Free Set-up and Training   • •
Premium Technical Support     •

Need a custom plan for a large organization?

SmartVault can offer unlimited users, premium technical support, and training.

Call 1-866-674-6785 or e-mail for a custom quote!

You've Got Questions, 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.

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. You can also upgrade or downgrade your base plan as your needs change.

What is the difference between a User and a Guest?

A User is an employee of your company, and a Guest is someone outside your business that you want to share files with.

Do you require a credit card for the free trial?

No. We do not collect credit card information when you sign up for a trial. At the end of your trial period, if you want to continue using the service, you can enter your card at that time and your service will continue with no disruption.

How does the 30-day free trial work?

You can trial any SmartVault plan, with full access to SmartVault features to start storing and sharing files. There are no setup fees or hidden costs, and if you don't love the service, there's no risk or obligation to continue.

Can I get help setting up my account?

You bet! Our customer care heroes are standing by to help you get up and running according to your own workflow needs. We'll even help train you and your staff. Schedule Training >>

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 are my payment options after the free trial?

We currently accept Visa, MasterCard and American Express. You can choose monthly or annual billing. If you choose to pay annually, you will receive a 10% discount. This option can be chosen at the time you enter your credit card.