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SPECIFICTION
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SmartVault

smartvault.com

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Spec score 7.8 #13 of 33 in Legal Document Management Software

Spec sheet

Product
SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents.Read 11 Oct 2026 · smartvault.com
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.Read 11 Oct 2026 · smartvault.com
Integrations
Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign.Read 11 Oct 2026 · smartvault.com
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.Read 11 Oct 2026 · smartvault.com
Support
The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal.Read 11 Oct 2026 · smartvault.com
Headquarters
SmartVault lists Houston, USA, and Cambridge, UK, as its locations.Read 11 Oct 2026 · smartvault.com
Founded
2008Read 28 Sep 2026 · smartvault.com
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.Read 11 Oct 2026 · smartvault.com
Company history
The company says its mission has been in place since 2008.Read 11 Oct 2026 · smartvault.com
Desktop app
Connected Desktop lets users view, upload, scan, edit, and organize SmartVault files from a desktop interface, with changes syncing to SmartVault.Read 11 Oct 2026 · smartvault.com
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.Read 11 Oct 2026 · smartvault.com
Storage
SmartVault advertises unlimited cloud storage, clients, and external collaborators.Read 11 Oct 2026 · smartvault.com
Workflow
The product supports document requests, status tracking, automated routing, activity logs, and folder templates.Read 11 Oct 2026 · smartvault.com

Plans and prices

SmartRequestAI bundle $12.50, paid once $12.50 / return; bundles of 50 SmartRequests cost $625 per bundle 50 SmartRequests per bundle · requests never expire · no long-term contract Read 11 Oct 2026 · smartvault.com
Accounting Pro $85 a month per user / month, billed monthly; 2 user minimum 2 user minimum · SmartRequestAI bundles sold separately Read 11 Oct 2026 · smartvault.com
Business Pro $85 a month per user / month, billed monthly; 3 user minimum 3 user minimum · unlimited cloud storage · unlimited clients and external collaborators Read 11 Oct 2026 · smartvault.com
Accounting Unlimited $110 a month per user / month, billed monthly; 2 user minimum 2 user minimum · SmartRequestAI bundles sold separately Read 11 Oct 2026 · smartvault.com

Every SmartVault plan and price →

Where Specifiction places it

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