SmartHub:

Your destination for all things SmartVault

New! Accounting Unlimited Plan

Whether your firm is large or small, Accounting Unlimited can save you time and money while giving you all the eSignatures, KBAs, security features, storage, and guest users your firm needs.

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Go even further with SmartVault

Additional features and support can streamline your processes, making you and your team more productive and happier.
Subscriptions
SmartVault eSignature
Docdown
Quoters

Subscriptions

Post-Tax Season Special! Upgrade Accounting Unlimited Now

For a limited time only, teams who want to grow without constraints or surprise charges can upgrade to our all-in-one document management powerhouse tailored to accounting workflows.

With Accounting Unlimited, you can:

  • Unlimited SmartVault eSignatures
  • Unlimited ID verification / Knowledge-Based Authentication (KBAs)
  • Unlimited PDF Form Fillers
  • Send Unlimited Quotes & Proposals

You can see a list of features and pricing information here.

Take advantage of this seasonal offer by scheduling a call with a customer success account manager.

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Subscriptions Stock Image
Subscriptions Stock Image

SmartVault eSignature

A simpler way to request, collect and track eSignatures

Powered by DocuSign, SmartVault eSignature integrates seamlessly so you can send electronic files and secure eSignatures from clients and business partners with ease.

Three ways to purchase SmartVault eSignature:

  • Accounting Unlimited: eSignatures, envelopes, and KBAs are available with the Accounting Unlimited subscription.
  • Subscribe: Use eSignatures without worrying about inventory and enjoy advanced features.
  • Bulk Purchase: Pay for eSignatures in batches as needed. They roll over each year and never expire.

Already use DocuSign? Integrate your existing DocuSign account.

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Smarthub Esignature Swapped
Smarthub Esignature Swapped

Docdown

Create, share, and manage unlimited digital forms – all from one location

Templates, automation workflows, and collaboration tools make it easy to create, manage, and share forms, invoices, contracts, and other fillable PDFs with your clients.

  1. Create any fillable document using pre-built templates or start from scratch.
  2. Share with one client, a handful, or a few thousand through email and hyperlinks.
  3. Your clients review, complete, and sign securely from any browser or device.
  4. Easily track the progress of each document. Submitted files are automatically saved to the client’s folder in SmartVault.
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Smarthub Docdown Swapped
Smarthub Docdown Swapped

Quoters

Create, manage, and approve unlimited business proposals, sales documents, or pricing quotes.

Quoters allows the quoting and storage of approved quotes into SmartVault.

With Quoters, you can:

  • Create beautiful business proposals with customizable, ready-to-use templates.
  • Manage your business proposals online, from creation to closing.
  • Share proposals with ease via link, email, or attachment.
  • Give your clients instant e-signing options right from the same platform.
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Smarthub Additional Users 2
Smarthub Additional Users 2
Latest Release Notes

Discover the latest features and improvements included in our recent release in January 2024.

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