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
Get a Demo

Professional

For advanced audit needs

$20 /mo

per user

  • Unlimited Storage
  • Unlimited Guests
  • 5 Minimum Users
  • Billed Annually
Get a Demo
SmartVault for Accountants

Tax Prep

For tax only

$30 /mo

per user

  • 250 GB Storage
  • Unlimited Guests
  • 1 Minimum User
  • Billed Annually
Get a Demo

Accounting Pro

For full-service firms

$40 /mo

per user

  • 500 GB Storage
  • Unlimited Guests
  • 1 Minimum User
  • Billed Annually
Get a Demo

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.

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.

Guests		 Unlimited Unlimited Unlimited Unlimited

The Minimum Users are the minimum number of paid licenses that are included with the plan

Minimum Users		 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.

eSignature Integration 		• • •
Audit Reports • • •

Get lightning-fast access to your documents in the cloud, with the speed and performance of a desktop app.

Connected Desktop 		• • •
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?

Get a Demo
QuickStart
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.

Learn more

Frequently Asked Questions

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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.

SmartVault makes my life so much easier. My files are at my fingertips at all times, and when my clients need a file, it's so easy to share them!
Dawn W. Brolin
CPA, CFE
Powerful Accounting Solutions