SmartVault Pricing 2026
Plans, hidden costs, and alternatives compared
Cite this data: Toolradar, SmartVault pricing verified Oct 2026, toolradar.com/tools/smartvault/pricing
SmartVault starts at $12.50/month on the SmartRequestAI Bundles plan.
Verified Oct 2026 from the official pricing page.
Is SmartVault worth the price?
SmartVault's pricing is reasonable for the feature set, with the Accounting Unlimited tier at $85/user/month (annual) offering strong value due to unlimited eSignatures, KBAs, and PDFs.
However, the $20-$25/user/month penalty for monthly billing is steep, and the lack of a free tier or trial makes it less accessible for small firms. Best for mid-sized accounting firms that need robust document management and client collaboration.
Pricing Plans
Business Pro (billed annually)
$55 / user / month
- Secure storage
- Client collaboration
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients and external collaborators
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & activity logs
- U.S. based phone/email/chat support
Business Pro (billed monthly)
$75 / user / month
- Secure storage
- Client collaboration
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients and external collaborators
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & activity logs
- U.S. based phone/email/chat support
Accounting Pro (billed annually)
$65 / user / month
- Advanced security & compliance
- Advanced integrations
- Workflow automation
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients and external collaborators
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & activity logs
- U.S. based phone/email/chat support
- Integrations with your accounting tech stack
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary pricing audit
- Works with SmartRequestAI®
- SmartProposal included
Accounting Pro (billed monthly)
$85 / user / month
- Advanced security & compliance
- Advanced integrations
- Workflow automation
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients and external collaborators
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & activity logs
- U.S. based phone/email/chat support
- Integrations with your accounting tech stack
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary pricing audit
- Works with SmartRequestAI®
- SmartProposal included
Accounting Unlimited (billed annually)
$85 / user / month
- Unlimited eSignatures
- Unlimited KBAs
- Unlimited PDFs
- Unlimited quotes and proposals
- All Accounting Pro features
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients and external collaborators
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & activity logs
- U.S. based phone/email/chat support
- Integrations with your accounting tech stack
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary pricing audit
- Works with SmartRequestAI®
- SmartProposal included
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
Accounting Unlimited (billed monthly)
$110 / user / month
- Unlimited eSignatures
- Unlimited KBAs
- Unlimited PDFs
- Unlimited quotes and proposals
- All Accounting Pro features
- Unlimited cloud-based storage
- Custom branded client portal
- Unlimited clients and external collaborators
- Request, track, and collect client documents
- Customized industry folder templates
- Reporting & activity logs
- U.S. based phone/email/chat support
- Integrations with your accounting tech stack
- Customized accounting & tax specific folder templates
- Bulk print organizers & returns
- Complimentary pricing audit
- Works with SmartRequestAI®
- SmartProposal included
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
SmartRequestAI Bundles
$12.50 / return
- Simple per-return pricing
- Bundles of 50 SmartRequests
- Volume discounts available
- No long-term contract
- Requests never expire
Hidden Costs & Gotchas
$20/user/month premium for monthly billing on Business Pro
$20/user/month premium for monthly billing on Accounting Pro
$25/user/month premium for monthly billing on Accounting Unlimited
SmartRequestAI bundled at $12.50 per return
How SmartVault compares
1 of 3 direct competitors offers a free plan.
| Tool | Starting price | Free plan |
|---|---|---|
| SmartVault | $12.50/month, billing unit not specified | No |
| Box | $5/user/month | Yes |
| Google Workspace | $6/user/month | No |
| NetDocuments | No public price | No |
SmartVault Pricing FAQ
How much does SmartVault cost?
SmartVault starts at $12.50/month on the SmartRequestAI Bundles plan. It offers 7 paid tiers ranging from $12.50/month to $110/user/month.
Does SmartVault have a free plan?
SmartVault does not offer a permanent free plan. Paid plans are required from day one.
What is the cheapest SmartVault paid plan?
The cheapest paid plan for SmartVault is "SmartRequestAI Bundles" at $12.50/month. Key features include: Simple per-return pricing, Bundles of 50 SmartRequests, Volume discounts available.
What are alternatives to SmartVault?
Alternatives to SmartVault include Box, Google Workspace, NetDocuments. Box starts at $5/user/month; Google Workspace starts at $6/user/month.
SmartVault alternatives
Direct competitors. Starting prices match the table above.
Sources
- Official SmartVault pricing: www.smartvault.com/pricing (verified Oct 2026)
- Cite this data: Toolradar, SmartVault pricing verified Oct 2026, toolradar.com/tools/smartvault/pricing
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