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).
For Accounting firms
- What it costs
- US$55 per user / month, billed annually (as at September 2026)
- Founded
- 2006
- Company size
- 51-200
- Last checked
- 3 September 2026
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 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.
What it does
- 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
Open an integration to see every listed tool that plugs into the same stack.
- Intuit Lacerte
- Intuit ProConnect
- Intuit ProSeries
- TaxCalc
Built for
Accounting firms
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SmartVault, answered
- 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 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.
What changed on this listing
Dated changes to what SmartVault is: prices, integrations, features, regions. Since September 2026. All directory changes.
- 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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