SmartVault
SmartVault provides a unified platform for accounting professionals to manage client documents, automate workflows, and ensure secure file sharing.
Our verdict
Who it's for
Secure document management and client collaboration for accounting professionals.
Who should look elsewhere
SmartRequestAI is specifically designed for US Form 1040 and related Schedules, limiting its direct application for other tax forms or international use.
Pros
- +Significantly reduces time spent on client document collection for tax prep with AI automation.
- +Offers a comprehensive, all-in-one solution for document management, client collaboration, and workflow automation.
- +Ensures high levels of security and compliance with SOC 2 Type 2 and ISO 27001 certifications.
- +Provides unlimited storage, clients, and collaborators, supporting firm growth without system limitations.
- +Integrates with popular tax, accounting, and practice management platforms.
Cons
- −SmartRequestAI is specifically designed for US Form 1040 and related Schedules, limiting its direct application for other tax forms or international use.
- −The full benefits of SmartRequestAI are realized when prior-year tax returns are already stored within SmartVault for pre-filling and tailoring requests.
Key features
- ✓AI-powered custom request lists for client data and documents (SmartRequestAI)
- ✓Secure cloud-based document management system (DMS)
- ✓Branded client portal with 24/7 mobile access
- ✓Automated workflow efficiency tools (e.g., SmartRouting, folder creation)
- ✓eSignature and form approvals via DocuSign integration
- ✓Unlimited cloud storage, clients, and collaborators
- ✓SOC 2 Type 2 and ISO 27001 compliance
- ✓SmartScan for mobile document uploads as cropped PDFs
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Business Pro (billed annually) | $55 | month · per seat | Secure storage; Client collaboration; Unlimited cloud-based storage |
| Business Pro (billed monthly) | $75 | month · per seat | Secure storage; Client collaboration; Unlimited cloud-based storage |
| Accounting Pro (billed annually) | $65 | month · per seat | Advanced security & compliance; Advanced integrations; Workflow automation |
| Accounting Pro (billed monthly) | $85 | month · per seat | Advanced security & compliance; Advanced integrations; Workflow automation |
| Accounting Unlimited (billed annually) | $85 | month · per seat | Unlimited eSignatures; Unlimited KBAs; Unlimited PDFs |
| Accounting Unlimited (billed monthly) | $110 | month · per seat | Unlimited eSignatures; Unlimited KBAs; Unlimited PDFs |
| SmartRequestAI Bundles | $12.5 | month | Simple per-return pricing; Bundles of 50 SmartRequests; Volume discounts available |