Secure document management software and client portal for accountants.
0.0(0)
Updated: October 19, 2025
Add second tool to compare
TL;DR
SmartVault
Loading...
Add a tool
No tl;dr available.
What Is It?
SmartVault
Still have questions? We're here to help!
SmartVault Tool Overview
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.
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.
Loading...
Add a tool
No what is it? available.
Key Features
SmartVault
Loading...
Add a tool
No key features available.
Who is for?
SmartVault
Loading...
Add a tool
No who is for? available.
Key Use Cases
SmartVault
Loading...
Add a tool
No key use cases available.
Pros
SmartVault
Loading...
Add a tool
No pros available.
Cons
SmartVault
Per-user pricing model can become expensive for firms with a large number of staff.
All plans have a 2 or 3-user minimum, making it less accessible for solo practitioners.
Add a tool
No cons available.
Pricing Information
SmartVault
Loading...
Add a tool
No pricing information available.
Frequently Asked Questions
SmartVault
Add a tool
Add tool to compare
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.
Document Management System (DMS): Offers unlimited, cloud-based storage with structured folder templates tailored for accounting workflows, providing a single source of truth for all client documents.
Branded Client Portal: Provides a secure, professional space for clients to upload, download, and manage their documents, enhancing collaboration and eliminating insecure email attachments.
SmartRequestAI™: An AI-powered feature that automates and streamlines the document collection process by intelligently prompting clients for the specific information needed.
eSignature & Form Approvals: Enables you to request and receive legally-binding eSignatures on tax documents like Form 8879, engagement letters, and other necessary approvals directly within the platform.
Tax Software Integrations: Directly connects with leading tax software, including Lacerte, ProConnect, ProSeries, UltraTax CS, and Drake, to automate printing and routing of tax returns and other documents.
Security & Compliance: Built to meet strict industry regulations, including IRS, FTC Safeguards, and SOC 2 Type 2 compliance, ensuring all data is protected and audit-ready.
Healthcare Providers: Organizations needing a secure, compliant solution for managing sensitive patient documents.
Plan 1 (Core Functionality)
Price: $50 per user/month (billed annually) or $70 per user/month (billed monthly).
Description: 3 user minimum.
Features: Unlimited cloud-based storage, custom branded client portal, unlimited clients, document request and tracking, and U.S. based support.
Plan 2 (Accounting Pro)
Price: $55 per user/month (billed annually) or $75 per user/month (billed monthly).
Description: 2 user minimum.
Features: Includes all features from Plan 1, plus integrations with accounting tech stacks, advanced security & compliance, and bulk print organizers & returns.
Plan 3 (Accounting Pro + eSignature)
Price: $75 per user/month (billed annually) or $100 per user/month (billed monthly).
Description: 2 user minimum.
Features: Includes all features from Plan 2, plus unlimited eSignatures, unlimited KBA/ID verification, unlimited PDF form fillers, and a Compliance Vault.
