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SmartVault for Accountants

Learn more about our powerful workflow tools and integrations, designed specifically for accounting professionals

Intuit Lacerte & ProSeries Customers

Learn more about our integration with Intuit's leading tax apps, Lacerte and ProSeries.

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.

Custom 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 Notifications

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 Marketplace and learn more about the apps that have SmartVault “Inside”.

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.

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. See our Add-On Pricing for more info. You can also upgrade or downgrade your base plan as your needs change.

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.

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

SmartVault for Accountants 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.

I have more than 20 employees. Which plan is right for me?

Glad you asked! If you anticipate needing more than 20 users, email us or call toll free at 866-674-6785 for a custom quote.

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.

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.