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Built for Solo & Micro Firms

Run Your Practice Like a Firm Twice Your Size

SmartVault gives solo practitioners and micro firms the document management, client portal, and security compliance tools to do more — without hiring more.

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Trusted by 30,000+ accounting professionals · SOC 2 Type 2 Compliant
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Built for firms like yours

You Wear Every Hat. Your Software Should Lighten the Load.

As a solo practitioner or micro firm, every minute counts. SmartVault eliminates the manual work that keeps you from your clients.

Stop Chasing Client Documents
Automated document requests replace endless email follow-ups. Get what you need, when you need it.
Stay Compliant Without the Stress
SOC 2 Type 2, IRS 4457, and FTC Safeguards — built in. No extra tools or consultants needed.
Automate the Busywork
From client onboarding to return delivery, SmartVault handles the repetitive tasks so you can focus on advisory.
Everything you need

The Operational Core of Your Firm

SmartVault is more than storage — it’s how your clients interact, your workflows stay organized, and your firm stays secure.

Document Management
Cloud-based storage with organized workspaces. Every document is searchable, secure, and right where you need it.
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Branded Client Portal
Give clients 24/7 secure access to their documents. Look like a larger firm without the overhead.
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AI Client Intake
AI-powered document collection and intake workflows. Transform how you gather client documents with SmartRequestAI™.
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Trusted. Proven.
Built for Accountants.

Trusted by industry leading solo practitioner & micro accounting firms to move millions of documents securely.

Pricing for solo & micro firms

Purpose-Built Plans for Accounting & Tax Professionals

No bloated enterprise bundles. SmartVault offers accounting-specific plans designed for practices your size — starting at less than $1,000/year per user for solo firms.

Solo Firm Special

Plans starting under $1,000/yr per user

Tailored to your tax prep workflow — whether you use Lacerte, ProSeries, ProConnect, Drake, UltraTax CS, or others.

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No credit card required
– No obligation
Unlimited document storage
Secure client portal access
SOC 2 Type 2 compliance built in
SmartRequestAI document collection
IRS 4457 & FTC Safeguards ready
Dedicated onboarding support

Ready to Simplify Your Firm?

Join 30,000+ accounting professionals who trust SmartVault to secure their data, streamline their workflows, and grow their firms.

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No credit card required · SOC 2 Type 2 Compliant · FTC & IRS Ready