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Paid plans start at $65/mo.
SmartVault starts at $65 per user per month with annual billing, or $85 per user per month on monthly billing, according to the pricing page checked November 6, 2026. Business Pro requires three users; Accounting Pro and Accounting Unlimited require two. Accounting Unlimited costs $110 per user monthly or $85 annually. There is no free plan. A trial is offered, but its length and terms are not published. SmartRequestAI costs extra, and other add-on prices are not listed.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| Business Pro | $65 | $85 | Small to medium-sized businesses |
| Accounting Pro | $65 | $85 | Tax and accounting firms needing integrations |
| Accounting Unlimited | $85 | $110 | Tax firms needing unlimited e-signatures |
Add-ons and overages
- SmartRequestAI is available to Accounting Pro and Accounting Unlimited annual plans: $15 per return, sold in 50-request bundles for $750; volume discounts are available for larger purchases.
- Minimum seats: 3 for Business Pro and 2 for Accounting Pro and Accounting Unlimited.
- Other features marked as add-ons do not have prices published.
What a team pays per month
| Plan | 1 seat | 5 seats | 10 seats | 25 seats |
|---|---|---|---|---|
| Business Pro (min. 3) | $195 | $325 | $650 | $1,625 |
| Accounting Pro (min. 2) | $130 | $325 | $650 | $1,625 |
| Accounting Unlimited (min. 2) | $170 | $425 | $850 | $2,125 |
02What the plan grid doesn't tell you
Minimum seats
Business Pro requires three users. Accounting Pro and Accounting Unlimited each require two, so the per-user rate is not the full minimum bill.
Annual billing rate
The listed annual rate is lower than monthly billing: $65 versus $85 on the first two plans, and $85 versus $110 on Accounting Unlimited.
SmartRequestAI bundles
Available on annual Accounting Pro and Accounting Unlimited plans, it costs $15 per return in 50-request bundles for $750. Volume discounts are available.
Unpriced add-ons
The pricing information marks other features as add-ons but does not publish their prices. Ask SmartVault for a quote before budgeting for them.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Small to medium-sized businesses | Business Pro | Includes unlimited storage, clients and external collaborators, plus a branded portal and document request tracking. |
| Tax firms needing integrations | Accounting Pro | Adds accounting software integrations, advanced security and compliance, and bulk printing of organizers and returns. |
| Tax firms needing e-signatures | Accounting Unlimited | Adds unlimited e-signatures and KBAs, PDF form fillers, quotes, and proposals. |
04Is SmartVault worth the money?
SmartVault's pricing makes most sense when a firm will use its tax workflow, client portal, document collection, and accounting integrations. At $65-$110 per user per month with annual billing, seat minimums raise the real starting bill; monthly billing costs more. For basic file storage, the price is harder to justify: the value is in tax workflows and integrations, not storage alone. There is no free plan, and some add-on prices are unpublished.
SmartVault pricing FAQ
Does SmartVault have an app?
The information we reviewed does not say whether SmartVault has a native mobile app. It describes a secure client portal and document workflows, but does not specify app availability or mobile features. Check SmartVault's current product documentation if mobile access is a buying requirement.
What are some good client portals for tax preparers?
SmartVault is one option to consider: its plans include a custom-branded client portal, document requests and tracking, and secure document delivery. Accounting Pro and Accounting Unlimited also list accounting integrations. The available information does not compare SmartVault with other portal vendors.
Who owns SmartVault?
The product and pricing information available to us does not identify SmartVault's owner or parent company. We can't verify ownership from these sources, so check SmartVault's current company information or official filings before relying on an answer.
What is the pricing for ATO SmartDocs?
We don't have verified pricing for ATO SmartDocs in the published information. SmartVault's listed prices apply to SmartVault plans and should not be treated as ATO SmartDocs pricing. Check the relevant vendor's current pricing page for its plans and fees.