SmartVault
AutomatedDocument management system and client portal for accounting and tax firms with eSignatures, workflow automation, and integrations.
Active plans
3
Total changes
1
Last change
Sep 9, 2026
Price trend
no history
What we know about SmartVault’s pricing
StableChanges in 12 months
1
Cadence
Only change tracked, 1mo ago
Direction
Last move: -87.1%
Category position
Pricier than 70% of Automation & Integrations tools (345 compared)
Current pricing
Business Pro
monthly$75/mo
- yearly$600/yr($50/user/mo (annual))
- monthly$55/mo($55/mo, billed annually)
- Unlimited cloud storage
- Custom branded client portal
- Unlimited clients & collaborators
- Document collection
- Industry folder templates
- Reporting & activity logs
- U.S. based support
Accounting Pro
monthly$85/mo
- yearly$660/yr($55/user/mo (annual))
- Includes all Core Features
- Integrations with your accounting tech stack
- Advanced security & compliance
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary pricing audit
- Works with SmartRequestAI®
- SmartProposal included, price and propose with confidence
Accounting Unlimited
monthly$110/mo
- yearly$900/yr($75/user/mo (annual))
- monthly$85/mo($85/mo, billed annually)
- Includes all Accounting Pro Features
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
- Works with SmartRequestAI®
- SmartProposal included, price and propose with confidence
Price history
Last 1 changes
$660→$85.00(-87.1%)
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Sep 9, 2026 | Accounting Pro | decrease | $660 | $85 | -87.1% |
Similar to SmartVault.
No confirmed competitors yet. These are Automation & Integrations products at a similar price, matched automatically — not verified alternatives.