SmartProposals brings data-backed pricing, tiered proposals, eSign, and payment collection directly into SmartVault.
Included with SmartVault’s Accounting Pro and Unlimited plans.
SmartProposals is releasing fall 2026.
COMING SOON — SmartProposals
Price, propose, and get paid — all inside SmartVault.
Your SmartProposal
Prepared for Acme Co · 01-20-2026
$176 Monthly
Reporting-only
Package 1
- Business tax prep & filing
- Secure data management
- Deductions analysis
Recommended
$205 Weekly
Business Bundle
Package 2
- Personal + Business filing
- Year-round planning
- Cash flow analysis
$647 Monthly
Tax & Advisory
Package 3
- Everything in Bundle
- Advisory sessions
- IRS correspondence
Built Into SmartVault
You’re quietly losing revenue. SmartProposals wins it back.
Every other proposal tool stops at the signature. SmartProposals connects the signed engagement directly into your tax prep workflow — scope defined, documents organized, payment collected, before the work begins.
The Problem
Most firms lose revenue before the work even begins
- Scope creep eats margins — advisory bleeds into unbilled customer service.
- Fees mentioned over email. Scope never written down. Rework becomes the norm.
- Without market data, pricing is a guess — and the guess is almost always too low.
- In our research, 84% of firm owners say they're unhappy with their pricing.
- Revenue is lost before the work even begins.
The Solution
SmartProposals gets lost revenue back
- SmartVault builds tiered proposals tailored to your firm.
- Intelligent Pricing recommends what to charge — backed by 2,000+ firms.
- Dynamic three-tiered options let clients self-select the right fit.
- eSignature and payment captured in the same flow.
- Customized engagement letters make it all legal.
- Every engagement scoped, signed, and paid before prep begins.
What Makes Us Different
Every other proposal tool asks you what to charge. We give you the answer.
Every package you build starts with pricing data from over 2,000 accounting firms across 89 service types. You’re not guessing — you’re pricing with market context behind you.
2,000+ accounting firms
Real pricing data from firms like yours, not generic SaaS benchmarks or made-up averages.
2,000+
firms in our pricing dataset
89 service types covered
From 1040s and S-corp returns to advisory bundles and bookkeeping, every service priced in context.
89
tax, accounting & advisory services
Refreshed every quarter
Benchmarks update with the market, so your pricing reflects what firms actually charge today — not last year.
Quarterly
data refresh cadence
84%
of firm owners in our research said they were unhappy with their pricing because without market data, every quote is a guess.
Built for Accounting Firms
SmartProposals is purpose-built for tax & accounting firms ready to price what they’re worth.
If your firm prepares returns, runs advisory, or onboards new clients, SmartProposals was designed for the way you already work.
Complexity Bumps
Uplifts for messy books, multi-state filings, or extra entitie, so your pricing reflects the real work.
Tax, Accounting & Advisory Pricing Models
Tiered packages, advisory bundles, complexity bumps, and add-ons modeled the way accounting firms actually price — not generic SaaS quotes.
Unlimited Tax Engagements
Send unlimited proposals with eSignatures and no document fees. Every template covers scope, prior-year comparisons, and deliverables in plain language.
Tax document collection built in
Onboarding requests are wired to the same SmartVault folders, naming conventions, and routing rules your firm already uses.
Client intake for tax season
Designed around the realities of tax onboarding: prior-year 1040 review, dependent changes, life events, K-1 timing.
Handles Credit Card, ACH and recurring subscriptions
Collect retainers, fixed fees, or recurring advisory billing through the payment rails accounting firms already trust.
Time to Value
From signup to first proposal in under 3 minutes.
No painful setup. Prebuilt packages and a guided flow that gets clients saying “yes” to your services the same day.
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0:00
Open the package builder
Answer a few questions about what services you offer and see what other firms are charging.
-
1:30
Packages auto-built for you
SmartProposals generates ready-to-send tiered service bundles using pricing intelligence from 2,000+ firms.
-
2:00
Brand and customize
Apply your branding already saved in SmartVault. Tweak pricing, apply complexity bumps. One platform, one less step.
-
3:00
Send your first proposal
Branded, three-tier proposal with eSign and payment collection ready for your client.
Three minutes later
Your client has a professional proposal.
You accurately scoped your work.
You're getting paid.
How we compare
Most tools sell a proposal. SmartProposals owns the engagement.
Each bar shows how far a tool reaches across the client engagement lifecycle — from packaging the work to running it inside your document workflow.
Ignition
Engagement-only — stops after the proposal is signed
Engage
Anchor
Billing-led proposals — no document workflow
Engage
SmartVault (SmartProposals built in)
End-to-end tax prep workflow
Engage
Collect
Prep & Review
Deliver
System of Record
Other tools sell a proposal and stop. SmartProposals plugs the engagement into SmartVault — the system of record for the whole job.
See It In Action
This is what your client sees. Not a pricing page.
A branded, digital proposal built once for your firm, tailored to each client. They pick a package, eSign, and pay in one flow.
Mockup only. Your firm’s branding, tier names, services, prices, and billing cadence are fully customizable. Packages are built once and reused across every client — never rebuilt from scratch.
SmartProposals is where the work begins. SmartVault is where it lives.
The Engage stage is where scope gets defined, pricing gets locked, and the client relationship starts on professional terms. Everything captured here flows into the rest of the workflow, no re-entry, no gaps.
- Scope defined before work begins
- Payment collected upfront via CPACharge
- eSignature captured instantly
- Client portal relationship starts here
Tax Prep
Workflow
SOC 2 Type 2
FTC Safeguards
IRS 4557 Compliant
Trusted by Firms
Why 30,000+ accounting professionals trust SmartVault
15+ years in business, serving firms that demand security, compliance, and efficiency.
3M+ Global Users
500M+ Documents Stored
30K+ Accounting & Tax Pros
100% Uptime
SOC 2 Type 2 Compliant
"We do a lot of tax preparation, and when I first started, we were doing about 700 tax returns; now, we're more than double that at about 1,800 returns. We would have never been able to do that without improving our communication with our clients on a mass scale."
Nick Boscia, CPA, EA
Partner, Boscia & Boscia PC
"If you want time back – which all firms do – then you need to create a single source of truth that's consistently organized and easily accessible across your firm and clients. I've accomplished all of this with SmartVault."
Dawn Brolin, CPA, CFE
CEO, Powerful Accounting
"SmartVault is the best investment I could have made and has provided me with the peace of mind to run my practice with confidence and in the most efficient manner possible."
Drisa Carrizo, CPA
DAC Advisory Services
"We're now 100% paperless, working 100% in the cloud. SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month."
Robert J. Paolini
President, Paolini Financial Group
"My favorite part about SmartVault is how easy it is to use. It just makes sense. We can configure folders to exactly what we want, and we like the integration with DocuSign, and that it automatically saves signed documents to the right folders."
Jennifer Magyar, CPA
Partner and Owner, Cornerstone CPA, LLC
Frequently Asked Questions
Have Questions? We've Got Answers.
Everything you need to know about SmartProposals, pricing, and getting started.
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What is SmartProposals and how does it work?
SmartProposals is an integrated proposal and pricing tool built directly into SmartVault. It helps accounting firms package services, price engagements intelligently, create branded proposals, collect eSignatures, and accept payments, all within one workflow.
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Is SmartProposals really included at no extra cost?
Yes. SmartProposals is bundled with SmartVault’s Accounting Pro and Unlimited plans at no additional charge. It covers proposal creation, packaging, eSignature, and payment collection for your engagements.
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What is the difference between SmartProposals and SmartPath?
SmartProposals is the free Engage tier included with your SmartVault plan. SmartPath is a paid upgrade ladder with tiers like Advise, Grow, Automate, and Enterprise that unlocks bulk pricing, advisory training, and revenue automation features.
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When will SmartProposals be available?
SmartProposals is launching Fall 2026. You can join the waitlist today to get early access updates and be among the first to use it.
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Can I customize proposals with my firm's branding?
Absolutely. SmartProposals pulls in the branding you’ve already saved in SmartVault, so you’re not rebuilding it for every proposal. And because the entire tax workflow lives in one platform — engagement letter, proposal, document collection, return archive — your clients get a single, connected experience instead of a patchwork of disconnected tools.
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Does it support eSignature and payment collection?
Yes. SmartProposals includes built-in eSignature and payment collection, so you can close engagements faster without switching between multiple tools.
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Share your details below and we'll keep you in the loop on every milestone leading up to the fall 2026 release.