- Home
- Legal Document Management Software
- SmartVault
On the recordRead 11 Oct 202613 facts
SmartVault
SmartVault lists Houston, USA, and Cambridge, UK, as its locations.
Plans and prices
SmartRequestAI bundle
$12.50one-time
50 SmartRequests per bundle · requests never expire · no long-term contract
Read 11 Oct 2026 · smartvault.com
Accounting Pro
$85a month
2 user minimum · SmartRequestAI bundles sold separately
Read 11 Oct 2026 · smartvault.com
Business Pro
$85a month
3 user minimum · unlimited cloud storage · unlimited clients and external collaborators
Read 11 Oct 2026 · smartvault.com
Accounting Unlimited
$110a month
2 user minimum · SmartRequestAI bundles sold separately
Read 11 Oct 2026 · smartvault.com
On the record
- 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.smartvault.com · read 11 Oct 2026
- Company history
- The company says its mission has been in place since 2008.smartvault.com · read 11 Oct 2026
- Desktop app
- Connected Desktop lets users view, upload, scan, edit, and organize SmartVault files from a desktop interface, with changes syncing to SmartVault.smartvault.com · read 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.smartvault.com · read 11 Oct 2026
- Integrations
- Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign.smartvault.com · read 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.smartvault.com · read 11 Oct 2026
- Product
- SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents.smartvault.com · read 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.smartvault.com · read 11 Oct 2026
- Storage
- SmartVault advertises unlimited cloud storage, clients, and external collaborators.smartvault.com · read 11 Oct 2026
- Support
- The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal.smartvault.com · read 11 Oct 2026
- Workflow
- The product supports document requests, status tracking, automated routing, activity logs, and folder templates.smartvault.com · read 11 Oct 2026
