SmartVault
Under review· 1Document management system and client portal for accounting and tax firms with eSignatures, workflow automation, and integrations.
Active plans
4
Total changes
5
Last change
Sep 9, 2026
Price trend
no history
What we know about SmartVault’s pricing
Moderately activeChanges in 12 months
5
Cadence
Every 3 weeks
Direction
Last move: -87.1%
Category position
Pricier than 70% of Automation & Integrations tools (344 compared)
Current pricing
Business Pro
monthly$75/mo
- yearly$600/yr($50/user/mo (annual))
- 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))
- All Core Features
- Accounting tech stack integrations
- Advanced Security & Compliance
- Tax-specific folder templates
- Bulk print organizers & returns
- SmartRequestAI compatible
Accounting Unlimited
monthly$110/mo
- yearly$900/yr($75/user/mo (annual))
- All Accounting Pro features
- Unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Unlimited quotes & proposals
- Compliance Vault (WISP)
SmartRequestAI Bundle
one time$625
$625 per bundle ($12.50/return)
- 50 SmartRequests per bundle
- $12.50 per return
- Volume discounts available
- No long-term contract
- Requests never expire
Price history
Last 5 changes
$660→$85.00(-87.1%)
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Sep 9, 2026 | Accounting Pro | decrease | $660 | $85 | -87.1% |
| Jun 6, 2026 | SmartRequestAI Bundle | new plan | — | $625 | — |
| Jun 6, 2026 | Accounting Unlimited | new plan | — | $75 | — |
| Jun 6, 2026 | Accounting Pro | new plan | — | $55 | — |
| Jun 6, 2026 | Business Pro | new plan | — | $50 | — |
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