SmartVault
AutomatedDocument management system and client portal for accounting and tax firms with eSignatures, workflow automation, and integrations.
SmartVault has 3 plans: paid plans from $75/month. The last price change we recorded was on 9 September 2026.
SmartVault plans and prices
Business Pro
monthly$75/mo
- yearly$600/yr($50/user/mo (annual))
- monthly$55/mo($55/mo, billed annually)
- Unlimited cloud storage
- Custom branded client portal
- Unlimited clients & collaborators
- Document collection
- Industry folder templates
- Reporting & activity logs
- U.S. based support
Accounting Pro
monthly$85/mo
- yearly$660/yr($55/user/mo (annual))
- Includes all Core Features
- Integrations with your accounting tech stack
- Advanced security & compliance
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary pricing audit
- Works with SmartRequestAI®
- SmartProposal included, price and propose with confidence
Accounting Unlimited
monthly$110/mo
- yearly$900/yr($75/user/mo (annual))
- monthly$85/mo($85/mo, billed annually)
- Includes all Accounting Pro Features
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
- Works with SmartRequestAI®
- SmartProposal included, price and propose with confidence
Price history
Last 1 recorded changes
$660→$85.00(-87.1%)
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Sep 9, 2026 | Accounting Pro | Decrease | $660 | $85 | -87.1% |
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