Trust
Security & compliance
SOC 2ISO 27001GDPRHIPAA
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Document management and client portal for accounting firms with secure file sharing and workflow automation.
Pricing
Starts at $20/user/mo
Founded
2008
Team size
51-200 employees
Headquarters
Austin, TX
At a glance
Pricing model
Per seat
Try before you buy
Free trial
Integrates with
LacerteProSeriesProConnectUltraTax CSDrake+2
Security
SOC 2ISO 27001GDPRHIPAA
About SmartVault
Document management and client portal for accounting firms with secure file sharing and workflow automation.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Per seat
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
SmartVault
SmartVault doesn’t have a live offer on Cubbie yet — but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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