Freedom251 › Legal Document Management Software
SmartVault
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Accounting Unlimited | per user / month, billed monthly; 2 user minimum · 2 user minimum · SmartRequestAI bundles sold separately | $110 a month |
| SmartRequestAI bundle | $12.50 / return; bundles of 50 SmartRequests cost $625 per bundle · 50 SmartRequests per bundle · requests never expire · no long-term contract | $12.50, paid once |
| Accounting Pro | per user / month, billed monthly; 2 user minimum · 2 user minimum · SmartRequestAI bundles sold separately | $85 a month |
| Business Pro | per user / month, billed monthly; 3 user minimum · 3 user minimum · unlimited cloud storage · unlimited clients and external collaborators | $85 a month |
As smartvault.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Facts from SmartVault's own pages
- AI intake
- SmartRequestAI can use prior-year returns to generate personalized document request lists and automate follow-ups and routing; it is an add-on for annual Accounting Pro and Accounting Unlimited plans. · smartvault.com, 11 Oct 2026
- Company history
- The company says its mission has been in place since 2008. · smartvault.com, 11 Oct 2026
- Desktop app
- Connected Desktop lets users view, upload, scan, edit, and organize SmartVault files from a desktop interface, with changes syncing to SmartVault. · smartvault.com, 11 Oct 2026
- Encryption
- The security page says data is encrypted in transit and at rest using AES-256 and that multi-factor authentication is enforced platform-wide. · smartvault.com, 11 Oct 2026
- Founded
- 2008 · smartvault.com, 28 Sept 2026
- Headquarters
- SmartVault lists Houston, USA, and Cambridge, UK, as its locations. · smartvault.com, 11 Oct 2026
- Integrations
- Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign. · smartvault.com, 11 Oct 2026
- Intended users
- SmartVault describes its plans and product as designed for accounting and tax firms, while also listing financial services, legal practices, and healthcare providers as industries served. · smartvault.com, 11 Oct 2026
- Product
- SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents. · smartvault.com, 11 Oct 2026
- Security
- SmartVault says it is SOC 2 Type 2 compliant and holds ISO 27001 and ISO 22301 certifications; it also describes IRS Publication 4557 and FTC Safeguards Rule support. · smartvault.com, 11 Oct 2026
- Storage
- SmartVault advertises unlimited cloud storage, clients, and external collaborators. · smartvault.com, 11 Oct 2026
- Support
- The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal. · smartvault.com, 11 Oct 2026
- Workflow
- The product supports document requests, status tracking, automated routing, activity logs, and folder templates. · smartvault.com, 11 Oct 2026
Where SmartVault stands on Freedom251
- Legal Document Management Software#8 of 33
- Client Portal Software#10 of 17
- Cloud Content Collaboration Software#25 of 30