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
billed annually
3 user minimum
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 ValueAccounting Pro
Tax/accounting firms needing advanced security & compliance, robust integrations and workflow automation.
$55
per user / month, billed annually
2 user minimum
2 user minimum
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
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Complimentary pricing audit
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SmartRequestAI® compatible, automating document collection
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SmartProposals, price and propose with confidence
Most PopularAccounting Unlimited
Tax/accounting firms needing unlimited eSignatures, KBAs, PDFs, quotes and proposals.
$75
per user / month, billed annually
2 user minimum
2 user minimum
Includes all Accounting Pro Features +
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Request & send unlimited eSignatures
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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)
