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Secure document management and client portal
SmartVault is document management for accountants software offering a cloud document management and client portal for accounting and tax firms. Founded in 2008 and based in Houston, Texas, USA, SmartVault helps accounting and tax professionals work more efficiently and achieve better outcomes.
SmartVault is built for accounting and tax professionals. It suits teams that want secure document storage without spreadsheets and disconnected tools.
Compared with alternatives like Liscio, SmartVault differentiates on secure document storage. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core SmartVault for growing teams. Contact for a quote.
Advanced SmartVault for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| secure document storage | , | |
| client portal | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| e-signatures | , | |
| tax software integrations | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
