Plans & Pricing
Choose the plan that fits your business.
SmartVault for Business
Starter
Best for small teams
$20 /mo
per user
- 250 GB Storage
- Unlimited Guests
- 1 Minimum User
- Billed Annually
Professional
For advanced audit needs
$20 /mo
per user
- Unlimited Storage
- Unlimited Guests
- 5 Minimum Users
- Billed Annually
SmartVault for Accountants
Tax Prep
For tax only
$30 /mo
per user
- 250 GB Storage
- Unlimited Guests
- 1 Minimum User
- Billed Annually
Accounting Pro
For full-service firms
$40 /mo
per user
- 500 GB Storage
- Unlimited Guests
- 1 Minimum User
- Billed Annually
Enterprise Plan
Need more users, storage, or have custom requirements?
Talk to our sales team to get an enterprise quote, tailored to your business needs. Call us at 866.674.6785 or book a demo to get a quote.
| Full feature breakdown |
Starter | Professional | Tax Prep | Accounting Pro |
|---|---|---|---|---|
| Storage | 250 GB | Unlimited | 250 GB | 500 GB |
|
A Guest is someone outside your organization who you might share a file with, like a client or vendor. SmartVault charges by the number of Users at your company, while Guests are always free and unlimited. |
Unlimited | Unlimited | Unlimited | Unlimited |
|
The Minimum Users are the minimum number of paid licenses that are included with the plan |
1 User | 5 Users | 1 User | 1 User |
| Key Features | ||||
| Secure File Sharing | • | • | • | • |
| Branded Client Portal | • | • | • | • |
| Online Document Storage | • | • | • | • |
| Chat, phone and email support | • | • | • | • |
| Productivity Tools | ||||
| Outlook Plugin | • | • | • | • |
|
You can integrate an existing DocuSign account or purchase e-Signatures from SmartVault directly. |
• | • | • | |
| Audit Reports | • | • | • | |
|
Get lightning-fast access to your documents in the cloud, with the speed and performance of a desktop app. |
• | • | • | |
| Full Text Search | • | • | • | |
| Automatic File Lock | • | • | • | |
| HIPAA, FINRA, GLBA, SEC Compliance | • | • | • | |
| Email Password Protected PDFs | • | • | • | |
| For Accounting Pros | ||||
| Tax App Integration | • | • | ||
| PDF Printing | • | • | ||
| Workflow/Status Tracking | • | • | ||
| Tax Email Templates | • | • | ||
| Tax Folder Templates | • | • | ||
| Tax Mail Merge | • | • | ||
| Accounting App Integration | • | |||
| Accounting Folder Templates | • | |||
| Accounting Email Templates | • | |||
| Accounting Mail Merge | • |
Not sure which plan is right for you?
Quickstart
Get up and running faster
Work 1-on-1 with a specialist who will make sure you get started on the right foot. Training, migration, and implementation services available.
Frequently Asked Questions
Setup is fast, easy, and we're here to support you. We offer a free 14-day trial with no credit card required. Visit our Training Center to learn how to get going, or schedule a training session with our team.