• What it is: A secure, cloud-based document management system (DMS) and client portal.
• Primary Benefit: Automates tax and accounting workflows, from document collection to e-signature and storage.
• Ideal User: Accounting firms, CPAs, and financial professionals seeking to centralize client documents and ensure compliance.
• Key Feature: Integrates directly with major tax software like ProConnect, Lacerte, and Drake to create a seamless workflow.

• Comprehensive practice management software designed specifically for tax, bookkeeping, and accounting firms
• Combines CRM, workflow automation, client portal, document management, and billing in one platform
• Trusted by 10,000+ firms managing over 3 million clients worldwide
• Features AI-powered tools for document handling and reporting to increase efficiency

SmartVault is an AI-enhanced document management system and secure client portal designed specifically for accounting professionals. It addresses the core challenge of managing client documents securely and efficiently by providing a centralized, cloud-based platform that combines storage, file sharing, workflow automation, and e-signatures. The system is engineered to solve issues like disorganized files, insecure email exchanges, and compliance risks by integrating directly with industry-standard tax software. This creates a closed-loop process for client onboarding, document collection, tax preparation, and secure, audit-ready archiving.

• Automating Tax Preparation Workflow: Streamline the entire process from sending engagement letters and organizers to collecting source documents, preparing returns in integrated software, and delivering the final package for e-signature.
• Secure Client Onboarding: Seamlessly onboard new clients by sending engagement letters for e-signature and using the client portal to collect initial documents.
• Compliance & Audit Readiness: Maintain a complete, audit-ready trail of all document activity and store files in a system that meets IRS and FTC security requirements.
• Centralized Firm Document Hub: Use SmartVault as the central repository for all firm and client documents, accessible anytime from any device, eliminating the need for on-premise servers.

• Purpose-built for accounting workflows, not a generic file storage tool.
• Extensive, seamless integrations with major tax and accounting software.
• Enterprise-grade security features, including SOC 2 Type 2 and FTC Safeguards compliance.
• Unlimited cloud storage and unlimited clients are included in all plans.
• AI-powered document request feature (SmartRequestAI™) speeds up client data collection.

• Accounting & Tax Firms: The primary user base, for whom the entire platform and its workflows are designed.
• CPAs and Enrolled Agents: Individual practitioners or small teams who need to manage client documents and tax workflows efficiently.
• Financial Service Providers: Institutions like banks and credit unions that require secure document management and client collaboration.
• Legal Practices: Law firms handling sensitive client information that can benefit from secure document exchange and storage.

SmartVault offers several plans tailored to different firm needs. A free trial is available upon request.

TaxDome is a comprehensive practice management platform specifically designed for tax, bookkeeping, and accounting firms. It consolidates all essential practice management functions into a single, unified system, eliminating the need for multiple disparate tools. The platform addresses the core challenge of managing complex workflows, client relationships, and revenue operations by providing an integrated solution that includes CRM, document management, workflow automation, client portal, billing, and AI-powered features. As an all-in-one accounting practice management solution, TaxDome streamlines operations from client onboarding to payment collection, while maintaining bank-level security and compliance standards.

• AI-Powered Document Management: Automatically tags, categorizes, and renames client documents with high accuracy, eliminating manual filing work and making records instantly searchable.
• Workflow Automation: Pre-built and customizable workflows automate repetitive tasks, track project progress, and ensure nothing falls through the cracks during busy seasons.
• White-Label Client Portal & Mobile App: Provides clients with branded access to documents, secure messaging, and task completion from any device.
• Unlimited CRM & Document Storage: Centralizes all client information, communications, and files in one secure location without storage limitations or per-client fees.
• Integrated Time Tracking & Billing: Tracks billable hours automatically, generates invoices, and accepts payments through integrated processors like Stripe and CPACharge.
• IRS Integration & E-Signatures: Direct access to IRS transcripts and built-in IRS-compliant e-signature functionality streamlines tax preparation and document collection.
• AI-Powered Analytics & Reporting: Generates custom and pre-built reports on firm performance, team productivity, and revenue metrics with AI-assisted search capabilities.
• Team Collaboration Tools: Real-time chat, task assignments, capacity planning, and workload management features keep teams coordinated and productive.

• Solo tax practitioners and CPAs looking to streamline operations
• Small to mid-size accounting firms (2-50 employees)
• Large accounting firms (50+ employees) requiring enterprise-grade features
• Bookkeeping services needing comprehensive client management
• Tax preparation firms handling high volumes during tax season
• Full-service accounting firms offering tax, bookkeeping, and advisory services
• Multi-location firms requiring centralized management across offices

• Tax Season Management: Automated organizers, IRS transcript pulling, and bulk e-signature collection
• Year-Round Bookkeeping Services: Recurring workflows, automated invoice generation, QuickBooks integration
• Client Onboarding Automation: Standardized pipelines for collecting documents, agreements, and payments
• Multi-Office Coordination: Unified client data, team collaboration, and performance tracking
• Advisory Service Delivery: Proposal templates, engagement letters, and structured communication channels
• Document Collection Campaigns: Mass document requests for year-end planning or compliance
• Remote Team Management: Real-time collaboration tools, capacity planning, and workload visibility

• True all-in-one solution reduces overall technology costs
• Unlimited document storage and CRM contacts without per-client fees
• Award-winning client portal and mobile app
• SOC 2 Type II certification ensures enterprise-level security and compliance
• Extensive integrations including QuickBooks, IRS, major tax software, and Zapier
• AI-powered features reduce manual document processing and reporting time
• Active community of 4,000+ members for peer support
• Comprehensive training resources including TaxDome Academy and live bootcamps

• Desktop app only available for Windows
• Some advanced features like AI-powered reporting are only in higher-tier plans

Essentials Plan

• $800/year (1-year commitment)
• $750/year (2-year commitment)
• $700/year (3-year commitment)
• Unlimited CRM built for accounting firms
• Award-winning web portal and mobile app
• Unlimited document storage and e-signatures
• Ready-made automations for workflows
• Secure communication with clients
• Faster payment collection
• Simplified client onboarding
• Unlimited educational resources
• Essential email and chat support for solo practitioners

Pro Plan

Premium Plan

• $1200/year per seat (1-year commitment)
• $1150/year per seat (2-year commitment)
• $1100/year per seat (3-year commitment)
• All Pro features included
• Exceptional TaxDome Client Care
• Bi-annual business reviews
• Direct integrations with client general ledgers