About
SmartVault is the best way to store and share sensitive documents online. With the convenient platform, businesses can store all documents online, securely share files with anyone, send and receive eSignatures instantly, automate their document workflow, and many more. Give your clients a secure, easy, and professional way to collaborate with you in the cloud. Send documents for signatures, approvals, and payment, and route them back to SmartVault automatically.
Pricing
Starter
USD28/User/Month
- Unlimited Storage
- Unlimited External Collaborators
- Secure Client Portal
- Custom Branding
- Digital Signature
- Mapped Drive
- Connected Desktop
- Advanced Security & Compliance
- Unlimited Storage
- Unlimited External Collaborators
- Secure Client Portal
- Custom Branding
- Digital Signature
- Mapped Drive
- Connected Desktop
- Advanced Security & Compliance
Business Pro
USD56/User/Month
- Includes features of Standard plan
- plus
- Document Request List
- Customized Folder Templates
- Assign Employee to Clients
- Archive Clients
- Email Templates
- Includes features of Standard plan
- plus
- Document Request List
- Customized Folder Templates
- Assign Employee to Clients
- Archive Clients
- Email Templates
Accounting Pro
USD56/User/Month
- Includes features of Standard plan
- plus
- Document Request List
- Customized Folder Templates
- Assign Employee to Clients
- Archive Clients
- Email Templates
- Tax Season Licenses
- Includes features of Standard plan
- plus
- Document Request List
- Customized Folder Templates
- Assign Employee to Clients
- Archive Clients
- Email Templates
- Tax Season Licenses
Enterprise
USD0
- Includes features of Accounting Pro plan
- Includes features of Accounting Pro plan
User Reviews
+ Write a Review
GF
Gabrielle Fontaine
Core tool in my virtual bookkeeping business
I've been using SmartVault as my core document management system in my virtual bookkeeping business since 2009 and it has been as important as the accounting software I use with my clients. I love how secure and simple it is to use, and my clients love it t...
Frequently Asked Questions
How much does SmartVault cost?
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SmartVault offers 4 pricing plan(s):
- Starter — USD28.00 /User/Month
- Business Pro — USD56.00 /User/Month
- Accounting Pro — USD56.00 /User/Month
- Enterprise — USD0.00
Does SmartVault offer a free trial?
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Yes, SmartVault offers a 0-day free trial.
What support does SmartVault provide?
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SmartVault provides Online (Ticket) support.
Is SmartVault cloud-based or on-premise?
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SmartVault is Cloud Hosted software.
What training resources does SmartVault offer?
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SmartVault provides Help Guides,Blogs,Video Guides for training.