Thinking about upgrading? Whether you’re on Standard or Accounting Pro, see how Accounting Unlimited unlocks more storage, features, and flexibility. Compare plan options side-by-side and upgrade when you’re ready.

Key Benefits:

• Unlock more SmartVault tools and features
• Add unlimited guest users and team members
• Save time with advanced automation and integrations

Streamline how you send engagement letters, 8879s, and other signature requests directly from SmartVault. With our DocuSign integration, you can securely request eSignatures, track status, and automatically store completed documents in the right client folder.

Key Benefits:

• Reduce back-and-forth with clients
• Get forms signed faster and more securely
• Eliminate manual filing with auto-save to folders

SmartRequestAI transforms how you collect documents from clients. Choose a template, send a request, and let SmartVault do the rest automatically following up, organizing files, and notifying you when everything’s received.

Key Benefits:

• Cut document collection time from hours to minutes
• Auto-reminders reduce client follow-up
• Mobile-friendly experience increases client responsiveness

Need a secure place to store critical compliance documents? Compliance Vault helps your firm meet IRS and FTC Safeguards requirements with controlled access, audit logs, and secure archiving.

Key Benefits:

• Centralize your WISP, privacy policy, security training records, and more
• Easily prove compliance in audits
• Add role-based access for admin-only content

Create professional quotes and client-facing forms in minutes using Quoters and Docdown together. Generate consistent, branded engagement proposals, automate client intake forms or checklists, and send for signature—all auto-filed into the right SmartVault folder.

Key Benefits:

• Build service quotes quickly and professionally
• Automate form creation, intake, and PDF generation
• Seamless flow from quote to signed engagement
• Auto-file completed documents into appropriate folders

SmartPath uses data-driven pricing automation to help you propose the right services at the right price. Generate tailored proposals, enforce scope, and collect payments—all while maximizing margins. Designed specifically for accounting firms, SmartPath helps you move from guesswork to confident pricing in seconds.

Key Benefits:

• Intelligent pricing using benchmarking data from over 1,500 firms
• One-click client pricing link that auto-enrolls you seamlessly
• Scope enforcer and dynamic fee schedules prevent underbilling
• Supports advisory services with optimized margins and bundling