SmartVault
Client portal software
Cloud content collaboration software
Document management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$65 per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Education and training
- Healthcare and life sciences
What is SmartVault
SmartVault is a cloud-based document management and client portal platform designed for secure file storage, sharing, and collaboration. It is commonly used by accounting, tax, and professional services firms to collect documents from clients, deliver completed work, and maintain an organized document repository. The product emphasizes permissioned access, client-facing portals, and workflow features such as requests and approvals to support recurring document exchange.
Client-facing secure file exchange
SmartVault provides a client portal experience for sending, receiving, and organizing documents with role-based permissions. This supports common professional-services workflows such as requesting source documents and delivering finalized files. Compared with broader business suites in this space, it stays focused on document exchange and repository needs rather than bundling full CRM/project management.
Document organization and retention
The platform centers on structured document storage with folders, metadata, and search to help firms maintain a consistent filing system. This is useful for ongoing client engagements where documents accumulate across years and projects. It fits teams that need a system of record for client documents more than a general-purpose collaboration workspace.
Integrations for firm workflows
SmartVault is designed to connect with common tools used by accounting and advisory firms (for example, tax and practice applications) to reduce manual uploading and duplicate storage. These integrations can streamline how documents move from client intake to internal processing. For organizations that already run core operations in other systems, SmartVault can act as the document layer rather than replacing them.
Limited non-document business features
SmartVault focuses on document management and portal workflows, not end-to-end client lifecycle management. Teams looking for built-in CRM, billing, project tracking, or marketing automation may need additional systems. This can increase integration and administration effort compared with all-in-one platforms.
Collaboration breadth may be narrower
While it supports sharing, permissions, and requests, it is not positioned as a full content collaboration suite with extensive real-time co-authoring and team workspaces. Organizations that rely heavily on collaborative editing and broad internal knowledge management may find gaps. In those cases, it often complements rather than replaces general collaboration platforms.
Implementation depends on governance
Achieving consistent results typically requires upfront decisions on folder structures, naming conventions, and access policies. Without clear governance, repositories can become inconsistent across clients and teams. Firms with complex permission models may need additional time to configure and maintain access controls.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Business Pro | $50 per user/month (billed annually) or $70 per user/month (billed monthly) — 3 user minimum | Unlimited cloud storage; custom branded client portal; unlimited clients/external collaborators/users; document request/collection; industry folder templates; reporting & U.S.-based phone/email/chat support. |
| Accounting Pro | $55 per user/month (billed annually) or $75 per user/month (billed monthly) — 2 user minimum | Includes Business Pro core features + integrations with accounting tech stack, advanced security & compliance, accounting-specific folder templates, bulk print organizers & returns, complementary pricing audit. |
| Accounting Unlimited | $75 per user/month (billed annually) or $100 per user/month (billed monthly) — 2 user minimum | Includes Accounting Pro features + unlimited eSignatures, unlimited KBA/ID verification, unlimited PDF form fillers, unlimited quotes & proposals, Compliance Vault (WISP templates). |
| ProConnect Docs | $65/month (billed annually) — single-user plan | Designed for solo ProConnect preparers: unlimited cloud storage, custom branded client portal, advanced security & compliance, unlimited clients & external collaborators, customized folder templates, U.S.-based phone/email/chat support. |
Seller details
SmartVault Corporation
Austin, Texas, United States
2008
Private
https://www.smartvault.com/
https://x.com/smartvault
https://www.linkedin.com/company/smartvault
