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SmartVault
Document management and branded client portal for tax and accounting firms, with request lists, e-signatures and an AI client-questionnaire add-on.
| What the AI does | SmartRequestAI generates each client's questionnaire and document request list from prior-year returns and compiles uploads into a formatted workpaper |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | $65/user/mo (annual billing; 2-user minimum) |
| Pricing model | Per user/month |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | Client Communication, Portals & AI Receptionists |
| Works with | Lacerte, ProSeries, ProConnect, UltraTax, Drake, CCH Axcess, QuickBooks, DocuSign, Xero, Outlook |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
SmartVault is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Client Communication, Portals & AI Receptionists category.
What it costs
SmartVault starts at $65/user/mo (annual billing; 2-user minimum), per user/month. There is a free trial.
Good to know
SmartVault is document management plus a branded client portal with request lists and e-signatures, built around tax and accounting workflows and integrated with Lacerte, ProSeries, ProConnect, UltraTax, Drake and CCH Axcess. Accounting Pro is $65/user/mo on annual billing ($85 monthly) with a two-user minimum; Accounting Unlimited adds unlimited e-signatures and ID verification at $85. SmartRequestAI, which builds each client's questionnaire and request list from the prior-year return, is sold per return — $15 from November 1 or $625 for a bundle of 50. SOC 2 Type 2 is posted.
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