Document management
SmartVault
Document management software built for accountants
For Accounting firms
Straight answers
- What is SmartVault?
-
SmartVault is document management software for accounting and bookkeeping firms. SmartVault is a document management system that provides secure file sharing and client collaboration. It integrates with Intuit Lacerte, Intuit ProConnect, Intuit ProSeries, TaxCalc. Pricing: US$55 per user / month, billed annually (as at September 2026).
- Who is it for?
-
SmartVault is for accounting and bookkeeping firms, and the vendor names accounting firms.
- What does it cost?
-
Pricing: US$55 per user / month, billed annually (as at September 2026).
- What's the catch?
-
SmartVault has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Overview
SmartVault is a document management system designed specifically for accounting firms. It offers cloud-based storage with organized workflows, enabling firms to manage client documents securely and efficiently. The platform includes features such as a client portal for document sharing, automated workflows for tax preparation, and compliance tracking.
SmartVault integrates with various accounting software, allowing for document handling and collaboration. It is built to meet security standards, ensuring that sensitive client data is protected.
Compiled by The Firm from the vendor's website, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Document management
- Price
- US$55 per user / month, billed annually (as at September 2026)
- Works with
- Intuit Lacerte, Intuit ProConnect, Intuit ProSeries, TaxCalc
- Available in
- Sold everywhere; no region stated
- Who runs it
- Accounting firms
- Founded
- 2006
- Company size
- 51-200
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)
What it does
From the vendor's own site- Unlimited cloud-based storage
- Custom branded client portal
- Request, track, and collect client documents
- Integrations with accounting software
- Audit logs and access controls
Works with
4 integrations mapped- Intuit Lacerte
- Intuit ProConnect
- Intuit ProSeries
- TaxCalc
0/5
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SmartVault, answered
The questions firms search for before they trial it- What is SmartVault?
- SmartVault is document management software for accounting and bookkeeping firms. SmartVault is a document management system that provides secure file sharing and client collaboration. It integrates with Intuit Lacerte, Intuit ProConnect, Intuit ProSeries, TaxCalc. Pricing: US$55 per user / month, billed annually (as at September 2026).
- Does SmartVault integrate with TaxCalc?
- Yes. SmartVault lists TaxCalc as an integration, alongside Intuit Lacerte, Intuit ProConnect, Intuit ProSeries. The Firm's directory can be filtered by TaxCalc to see the other tools that plug into the same stack.
- What does SmartVault integrate with?
- SmartVault lists 4 integrations: Intuit Lacerte, Intuit ProConnect, Intuit ProSeries, TaxCalc. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- What does SmartVault cost?
- US$55 per user / month, billed annually (as at September 2026). That is the vendor's published pricing at the time The Firm checked it; confirm current plans on the vendor's pricing page before deciding.
- Who is SmartVault for?
- SmartVault is built for Accounting firms. It is document management software, listed on The Firm's practice shelf.
- Who makes SmartVault?
- SmartVault is made by a company founded in 2006, with 51-200 staff, as stated on the vendor's own site (checked 3 September 2026).
- Can a firm see SmartVault before buying?
- Yes. SmartVault offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this SmartVault listing?
- The Firm compiled this listing from the vendor's own website (checked 3 September 2026); SmartVault has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between document management tools?
- The Firm's guide to choosing document management software, on the Document management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every document management tool; listing is not a ranking.
- Is there a free trial? Vendor
- SmartVault offers a free trial with guided setup by a product specialist. Interested users can request a trial through the website.
- What support channels are available? Vendor
- SmartVault provides U.S.-based support through phone, email, and chat. They also offer expert-led training and on-demand learning resources.
- Where is the data hosted? Vendor
- SmartVault uses Amazon Web Services (AWS) to host data, ensuring high security and scalability.
- What security certifications does SmartVault have? Vendor
- SmartVault is SOC 2 Type 2 compliant and also meets IRS 4557 and FTC Safeguards requirements. It is certified for ISO 27001 and ISO 22301.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on SmartVault's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 faq updated. Checked by The Firm
- Sept 2026 added integration: TaxCalc. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
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