Skip to content

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
Book A Demo

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
Book A Demo

Includes all Core Features +

  • Integrations with your accounting tech stack
  • Advanced Security & Compliance
  • Customized accounting & tax specific folder templates
  • Bulk print organizers & returns
  • Complimentary Pricing Audit
  • SmartRequestAI® compatible, automating document collection
Most Popular
Accounting Unlimited
Tax/accounting firms needing unlimited eSignatures, KBAs, PDFs, quotes and proposals.
$75
per user / month, billed annually
2 user minimum
Book A Demo

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)
SmartRequestAI

Pricing Tailored To Your Firm’s Volume.

SmartRequestAI is built inside SmartVault, the platform where your documents already live. Client intake, document routing, and organized workpapers all happen in one place, without having to add another tool or have multiple logins.

Stop Chasing Documents

Eliminate the back-and-forth of document collection with AI-powered intake built directly inside SmartVault.

  • Prior-year returns generate a personalized document request list
  • Automated follow-ups & status tracking
  • Documents automatically routed into client folders
  • Works inside your existing SmartVault workflow
  • Closed-loop, SOC 2 Type 2 compliant — client data never leaves the vault

Available as an add-on to Accounting Pro and Accounting Unlimited annual plans.

Learn More About SmartRequestAI

SmartRequestAI Bundles

Simple per-return pricing — save more as your volume grows.

$12.50 / return
Bundles of 50 SmartRequests
$625 per bundle
Processing hundreds or thousands of returns? Volume discounts available on larger bundle purchases.

No long-term contract • Requests never expire

Ask About Volume Pricing