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Accountant PlansBusiness Plans


More users and storage
for growing teams

Most Popular


For teams with more advanced
audit requirements


Great for
small teams

$ 12

per user per month
billed annually

$15 billed monthly

Try it free ›
1TB Storage
Unlimited Guest Users
$ 20

per user per month
billed annually

$25 billed monthly

Try it free ›
Unlimited Storage
Unlimited Guest Users
HIPAA Compliant
$ 20

per user per month
billed annually

$25 billed monthly

Try it free ›
250GB Storage
Unlimited Guest Users

Minimum Employee Users







250 GB

Phone, Email, Live Chat Support

Standard Features


Custom Branding

Create a more professional image for your business with a branded portal for sharing files.
Customized with your logo, color scheme, and a vanity URL.

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.

Document 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.

Easy Upload (scan, drag and drop)

Start your paperless workflow with one-click scan to cloud functionality. Compatible with Fujitsu, Canon or any TWAIN-based scanner. Or drag documents from your local hard drive directly to SmartVault.

Managing & Sharing Documents


Version History

View and download previous versions of a file.

Recycle Bin

Restore files that may have accidentally been deleted or overwritten

Automated Email Notifications

You can configure SmartVault to notify you when someone has uploaded, viewed or downloaded a document.

Connected Desktop

The SmartVault Connected Desktop delivers workflow efficiencies by putting all of your files right at your fingertips, in a simple, easy to use interface, designed and optimized to handle your day-to-day document workflow with the speed and performance of a desktop app.

Automatic File Lock

When you open a file stored in SmartVault, the file is automatically locked, so as long as the file remains open, other users will not be able to edit or delete the file.

Full Text Search

You can search for words contained in the contents of your documents using the SmartVault full text search capabilities. PDF documents can also be searched if the PDF document has been created as a searchable PDF.

Security & Compliance


Secure File Sharing

With bank-level AES-256-bit encryption and granular user permissions, you control who has access to your files.

Group Security / Permissions Management

Use the group membership feature to easily specify what actions a particular group (users, clients or guests) can take in a particular vault. Assign permissions (read, write, upload, delete) on a folder by folder basis.

Activity Log / Audit Reporting

The activity log lets you know when someone uploaded, downloaded, deleted, or changed the properties of any document, or if someone changed access settings on a vault or folder. This is critical for audit or businesses with any type of regulatory compliance requirements.

Email Password Protected PDFs

You can securely send a document to anyone outside your company, without adding them to your SmartVault account (a client's banker, for example). This is an important security measure for protecting your files, while giving you the freedom to securely send files to anyone who needs access.


When your business must satisfy regulations associated with HIPAA, GLBA, FINRA, or SEC, SmartVault’s service provides several technical and process controls that create a foundation for your organization to comply with your legal or industry requirements.


Fujitsu, Canon or TWAIN based scanner


QuickBooks, Xero, Freshbooks

With the patented SmartVault Toolbar, you can instantly go paperless and ensure you are always audit-ready when you scan and attach documents to entries in QuickBooks, QuickBooks Online, Xero and FreshBooks.

Plug-in for Microsoft Outlook

With the SmartVault Plug-in for Outlook, you can upload, send, and receive documents securely right inside Outlook without changing the way you work today.


in partnership with RightSignature

With SmartVault's e-signature solution, powered by Right Signature, you can send any document to be electronically signed, including IRS forms 8878 and 8879.

Set-Up, Training & Migration Services

Dedicated team of certified trainers

to assist you with set-up, training and migration of clients and data.

Data is automatically backed up, and that gives me great peace of mind. I can locate or send links to files 24/7 from my office, and I absolutely love the people at SmartVault! They are so helpful and responsive.”
Kristy Hensle
McLoone's Restaurant
Moving to SmartVault has cut out at least 75% of on-premise paperwork. And in the restaurant industry, that’s a lot of paper.”

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.

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.

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 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.

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.