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document management, client portal, e-signature
Document management and client portal for accounting and tax firms: branded portal, document requests, e-signature and integrations with tax software such as Lacerte, ProSeries, UltraTax and Drake.
Visit SmartVault$65 a month to start
Accounting Pro $65 a user a month billed annually, $85 monthly, 2 users minimum, e-signature as an add-on. Accounting Unlimited $85 a user a month billed annually, $110 monthly, 2 users minimum, with unlimited e-signature. SmartRequestAI is extra at $12.50 a return.
Price checked on SmartVault's own site on . Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices
Tax Preparers
Finished returns go to a branded client portal and clients sign online instead of printing, mailing and scanning. From $170£128€152A$245C$240 a month for 2 users.