SmartVault
by SmartVault
Cloud document management and client portal for accounting firms and small to mid-sized businesses.
About
Cloud document management and client portal for accounting firms and small to mid-sized businesses.
SmartVault provides cloud document storage with a branded client portal, document requests and folder templates. Accounting tiers add integrations, e-signatures, ID verification and proposals.
Key features
Industries served
Product details
Vendor
SmartVault
Category
Document Management
Pricing model
subscription
Starting price
From $65 per user/month billed annually ($85 monthly)
Free trial
Yes
Deployment
Cloud
Company size
Small to medium businesses
Industries
Accounting and tax firms; small to mid-sized businesses
Pricing
Pricing model: subscription
Plans
- Business Pro $65/user/mo annual, $85 monthly (min 3 users); Accounting Pro $65 annual, $85 monthly (min 2); Accounting Unlimited $85 annual, $110 monthly (min 2)
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