Choose a plan that's right for your business

Accountant PlansBusiness Plans

Tax Prep

Customized for
tax only

Most Popular

Accounting Pro

Expanded features for all accounting and bookkeeping professionals

Enterprise

For large firms with
custom requirements

$ 30

per user per month
billed annually

$37.50 billed monthly

Try it free ›
250 GB Storage
Unlimited Clients
$ 40

per user per month
billed annually

$50 billed monthly

Try it free ›
500 GB Storage
Unlimited Clients

Call or email us for
your custom quote

1 866 674 6785

Talk to us ›
Unlimited Storage
Unlimited Clients

All SmartVault for Accountants
plans include


Document Management

Client Portal

Custom Branding

Mobile Apps

Activity Logs / Reporting

Version History

Automatic File Check In / Out

Full-Text Search

SmartVault Print Driver

Connected Desktop

Email Notifications

Chat, Phone, Email Support

Tax Prep

Start free trial ›

Accounting Pro

Start free trial ›

Enterprise

Talk to us ›
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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.
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Email Template Editor

Basic
Tax templates only

Advanced
Multiple template types

Use built-in email templates to make it faster and easier to distribute client documents (like organizers and tax returns) -- or customize the email templates for your specific business need.
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Custom Folder Templates

Basic
Tax templates only

Advanced
Multiple engagement types

Save time by automatically creating folders, users, security permissions and workflow rules based on built-in customizable templates. We’ve created a set of industry-standard best practice templates you can use and customize for your unique needs.
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Mail Merge / Batch Email Tool

Basic
Tax templates only

Advanced
Multiple file types

Use out-of-the-box templates to create a custom email template to send personalized emails to your 5, 50 or 500 clients in one easy step. A huge time saver when distributing organizers, financial statements or final returns.
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Workflow / Status Tracking

With the SmartVault Dashboard, you get built-in workflow tracking in the 'send to client' workflows. You can view and filter on several workflow statuses. A valuable tool to keep work moving forward.

Integrations

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Print to SmartVault from any application

Save files to SmartVault from any application, using the SmartVault PDF Printer. Use tags to classify and route files to the right folder (and for the right client). Get fast, accurate document routing when printing to SmartVault from any application.
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Send documents to be e-signed

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.
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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.
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Integrated with leading tax apps

Print directly to SmartVault from any leading tax application (i.e., Intuit Lacerte & ProSeries, Drake, CCH, Thomson Reuters and others) and securely share organizers and final returns via a secure, integrated client portal, for a more automated, streamlined workflow.
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Toolbar for QuickBooks, Xero, FreshBooks

Connect up to 10
company files

Connect unlimited
company files

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.
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Backup and exchange QuickBooks company files with clients

If you’re using QuickBooks desktop, you can use SmartVault to safely backup and send your QuickBooks company files to clients or staff.

Enterprise Only

Dedicated account management

Custom Integration with API access

Customized onboarding & training plan

(onsite or remote)

Set-Up, Training & Migration Services

Dedicated team of certified trainers

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