SmartVault
The facts below are what the maker publishes about SmartVault, checked and dated. Our editors have not written about it yet.
Plans and prices
From SmartVault's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| SmartRequestAI bundle | $12.50, paid once | 50 SmartRequests per bundle · requests never expire · no long-term contract · $12.50 / return; bundles of 50 SmartRequests cost $625 per bundle |
| Accounting Pro | $85 a month | 2 user minimum · SmartRequestAI bundles sold separately · per user / month, billed monthly; 2 user minimum |
| Business Pro | $85 a month | 3 user minimum · unlimited cloud storage · unlimited clients and external collaborators · per user / month, billed monthly; 3 user minimum |
| Accounting Unlimited | $110 a month | 2 user minimum · SmartRequestAI bundles sold separately · per user / month, billed monthly; 2 user minimum |
The facts
Each one read from SmartVault's own pages, with the date it was checked.
What it does
- AI intake
- SmartRequestAI can use prior-year returns to generate personalized document request lists and automate follow-ups and routing; it is an add-on for annual Accounting Pro and Accounting Unlimited plans.checked 11 Oct 2026
- Encryption
- The security page says data is encrypted in transit and at rest using AES-256 and that multi-factor authentication is enforced platform-wide.checked 11 Oct 2026
- Integrations
- Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign.checked 11 Oct 2026
- Intended users
- SmartVault describes its plans and product as designed for accounting and tax firms, while also listing financial services, legal practices, and healthcare providers as industries served.checked 11 Oct 2026
- Product
- SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents.checked 11 Oct 2026
- Security
- SmartVault says it is SOC 2 Type 2 compliant and holds ISO 27001 and ISO 22301 certifications; it also describes IRS Publication 4557 and FTC Safeguards Rule support.checked 11 Oct 2026
- Storage
- SmartVault advertises unlimited cloud storage, clients, and external collaborators.checked 11 Oct 2026
- Support
- The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal.checked 11 Oct 2026
- Workflow
- The product supports document requests, status tracking, automated routing, activity logs, and folder templates.checked 11 Oct 2026
The company
- Company history
- The company says its mission has been in place since 2008.checked 11 Oct 2026
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- SmartVault lists Houston, USA, and Cambridge, UK, as its locations.checked 11 Oct 2026
Where it runs
- Desktop app
- Connected Desktop lets users view, upload, scan, edit, and organize SmartVault files from a desktop interface, with changes syncing to SmartVault.checked 11 Oct 2026
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