Stay Organized, Secure, and Productive in the Cloud
Implement the best-in-category document management and client portal solution built by professionals, for professionals.
Payment type:
Monthly
Billed Annually (extra savings)
Standard
For teams that need to securely store and share documents in the cloud
£20
per user / month, billed monthly
£15
per user / month, billed annually 5 user minimum
Popular
Accounting Pro
For accounting firms that want a secure client portal with advanced document workflow and integrations
£40
per user / month, billed monthly 2 user minimum
£30
per user / month, billed annually 2 user minimum
Best Value
Accounting Unlimited
For teams with a high volume of tax preparation documents, KBAs, and eSignatures
£65
per user / month, billed monthly
£50
per user / month, billed annually 2 user minimum
Business Pro
For businesses with heavy document workflows and advanced security needs
£40
per user / month, billed monthly 2 user minimum
£30
per user / month, billed annually 2 user minimum
Full feature breakdown
Full feature breakdown
Standard
$35
per user / month, billed monthly 5 user minimum
$25
per user / month, billed annually
Accounting Pro
$65
per user / month, billed monthly 2 user minimum
$45
per user / month, billed annually
Accounting Unlimited
$90
per user / month, billed monthly 2 user minimum
$65
per user / month, billed annually
Included in all plans
Storage
Unlimited
Unlimited
Unlimited
External Collaborators
Unlimited
Unlimited
Unlimited
Minimum Users
5 users
2 users
2 users
Maximum Users
Unlimited
Unlimited
Unlimited
Online Document Storage
Secure File Sharing
Branded Client Portal
Unlimited storage, clients, and external collaborators
Activity logs
User Permission Controls
Security & Compliance
Two-factor Authentication
Send Password Protected PDFs
Encrypted email
Ability to Archive Clients
FINRA, SEC, GLBA Compliance
GDPR, AML Compliance
HIPAA Compliance
UCC 9-105 Compliance w/ Certified Vault
Workflow & Collaboration Management
Connected Desktop App
Request Lists & Templates
Activity Logs
Advanced Reporting
File Versioning
Unlimited
Unlimited
Unlimited
Automatic File Lock
Email Capture
PDF Editing
Full Text Search
Bulk Send Returns & Organizers
Workflow/Status Tracking Dashboard
PDF Form Filler
Add-on
Unlimited
Send Quotes and Proposals
Add-on
Unlimited
Mapped Drive
Email Notifications
User Permission Controls
Mobile Enabled
PDF Printer
SmartRouting of Documents*
File check-in and check-out
Branded Client Portal
SmartVault eSignature
Request & Send eSignatures
Add-on
Add-on
Unlimited
ID Verification / Knowledge Based Authentication (KBA)
Add-on
Add-on
Unlimited
Secure Payment Processing
Sign On Mobile Devices
Reusable Templates for Forms & Documents
Pin Code Authentication for Digital Signature
Customizations
Customized Folder Templates
Assign Specific Clients to Employees
Print Driver / Autofiler
Seasonal Licenses
Email Templates
Tax Specific Templates
Custom Permission Groups
Onboarding & Support
U.S. Based Customer Support
On-Demand SmartVault Training Portal
One-on-One Training for Individuals & Teams
Add-on
Add-on
Add-on
Data Migration Services
Add-on
Add-on
Add-on
Integrations
Developer API
EMAIL
Microsoft Outlook
ACCOUNTING / TAX PREP
Intuit Lacerte
Intuit ProSeries
Intuit QuickBooks Desktop
Intuit QuickBooks Online
Thomson Reuters UltraTax CS
Drake Software
Wolters Kluwer CCH
TaxCalc
Xero
SCANNERS & PRINTERS
Canon
Fujitsu
PRODUCTIVITY APPLICATIONS
DocuSign
Financial Cents
Liscio
Method CRM
Results CRM
Why 30,000 Accounting and Business Professionals Trust SmartVault
Thousands of Businesses Have Already Made the Switch
Frequently Asked Questions About SmartVault Pricing and Plans
How do I get started?
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 1:1 session with our team by booking a demo.
Do you charge for tech support?
There’s no charge for tech support. Our Customer Care team is available by chat, phone, and email. Visit our Support Center to learn more and get help.
What's the difference between a User and a Guest?
A User is a member of your staff who will be using SmartVault to store or share files. 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.
What's the difference between plans?
We offer different features depending on your business needs. The best way to compare the plans is to schedule a demo with our sales team to see it in action, and find out which plan is the best fit for your business.
What if I need more users?
You can always add more users to your account as you grow. Chat with us or call 866.404.1337 for add-on pricing.
Do you provide training?
SmartVault provides several options for all size firms to be trained on the SmartVault system. If you are on a trial or a paid account you can join our free group trainings. We also provide Full-Service On-boarding and Migration Services.
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo