Managing documents is better with SmartVault

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Get the automation advantage.

A fully integrated, cloud-based document management and client portal that securely streamlines tax prep—from intake to archiving—all with anytime, anywhere access.

SmartVault pricing options

NEW

SmartVault ProConnect Docs

Only available for ProConnect Tax

Integrates directly with ProConnect, QuickBooks, and Microsoft Outlook
Branded client portal for secure file sharing and client collaboration
Unlimited document storage and external collaborators

$65per user/month billed annually(1 user only)

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SmartVault Accounting Pro

Available for ProConnect, Lacerte, ProSeries

Everything in ProConnect Docs, plus:

Built-in PDF form filler and proposal tools to streamline client communication
Workflow dashboard to track status of requests and documents
Built-in DocuSign eSignatures and KBAs for secure digital signing (limits apply)

$55per user/month billed annually(2-user minimum)

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SmartVault Accounting Unlimited

Available for ProConnect, Lacerte, ProSeries

Everything in Accounting Pro, plus:

Unlimited DocuSign eSignatures and KBA
Unlimited PDF form fillers, quotes, and proposals
Dedicated account manager and priority onboarding
Free security (WISP) templates tocomply with FTC and IRS rules

$75per user/month billed annually(2-user minimum)

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ProConnect users, save 10% on your first year of SmartVault. Offer ends 11/30/2025.*

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Enhance your business operations with these smart features.

Streamlined workflow and collaboration

Save documents directly to SmartVault. Import your clients, print their tax returns, and have them automatically routed to the right client folder by tax year.

Online document management

File management simplified. Access, share, and collaborate on files from any device with full-text search capabilities.

Unlimited storage and unlimited clients

Never worry about running out of space. Store all your files with infinite storage capabilities, and get file versions recovery with no time limit.

Security and compliance

SmartVault is SOC 2 Type 2 compliant—we provide you audit trails, alerts, and real-time activity reporting to help you comply with FTC Safeguards and IRS 4457 mandates.

Intuit and SmartVault—the intelligent choice for document managment

Schedule a demo

- Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice. Third party terms apply.
- 10% off your first year with SmartVault:
  Offer valid for ProConnect Tax users only, who purchase a ProConnect Docs, Accounting Pro or Accounting Unlimited plan by November 30, 2025. Eligible customers receive 10% off a new SmartVault subscription for one (1) year. Discount applies to the first year only; standard rates apply thereafter. Offer is non-transferable, cannot be combined with other promotions, and may be modified or discontinued at any time.