# SmartVault Pricing 2026 | Capterra > Learn more about SmartVault pricing plans including starting price, free versions and trials. Source: https://www.capterra.com/p/82811/SmartVault/pricing --- # Pricing for SmartVault [4.3 (137)](https://www.capterra.com/p/82811/SmartVault/reviews/) Write a Review! ## [SmartVault](https://www.capterra.com/p/82811/SmartVault/) has **3** pricing plans - Yes, has free trial - No free version **Credit Card Required:** No ### Business Pro $70 **Pricing Model:** Per User **Payment Frequency:** Per Month Business Pro plan includes: - Unlimited Storage - Unlimited Clients - Unlimited Users - Branded Client Portal - Client Document Management ### Accounting Pro $75 **Pricing Model:** Per User **Payment Frequency:** Per Month Accounting Pro plan includes: - Email Capture - Full Text Search - Activity Log - User Permission - Centralized Document Repository ### Accounting Unlimited $100 **Pricing Model:** Per User **Payment Frequency:** Per Month Accounting Unlimited plan includes: - Send Quotes & Estimates - Customizable Folder Templates - PDF Editing - Audit Logs - Access Control ## Popular alternatives to [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Looking to learn more about File Sharing software similar to SmartVault? Check out these popular alternatives that are closest in terms of key features, functionality, and benefits. [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) by Google [4.7 (29055)](https://www.capterra.com/p/160756/Google-Docs/reviews/) Starting Price:$6/month [LEARN MORE](https://www.capterra.com/p/160756/Google-Docs/) [Google Drive](https://www.capterra.com/p/161425/Drive/) by Google [4.8 (28542)](https://www.capterra.com/p/161425/Drive/reviews/) Starting Price:$7/month [LEARN MORE](https://www.capterra.com/p/161425/Drive/) [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) by Google [4.7 (17618)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting Price:$7/month [LEARN MORE](https://www.capterra.com/p/247901/Google-Workspace/) [OneDrive](https://www.capterra.com/p/161304/OneDrive/) by Microsoft [4.5 (12768)](https://www.capterra.com/p/161304/OneDrive/reviews/) Starting Price:$1.99/month [LEARN MORE](https://www.capterra.com/p/161304/OneDrive/) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) by Microsoft [4.6 (14116)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) Starting Price:$6/month [LEARN MORE](https://www.capterra.com/p/227157/Microsoft-365/) [View all alternatives](https://www.capterra.com/p/82811/SmartVault/alternatives/) ## What do others say about [SmartVault](https://www.capterra.com/p/82811/SmartVault/) pricing? Value For Money[4.0(137)](https://www.capterra.com/p/82811/SmartVault/reviews/) Pros Cons [Read All 137 Reviews](https://www.capterra.com/p/82811/SmartVault/reviews/) Read Full Reviews Below Verified Reviewer Accountant Accounting, 11-50 employees Used the software for: 1-2 years ** Overall Rating 4.0 ** Ease of Use 4.0 Customer Service 4.0 Features 4.0 Value for Money 4.0 Likelihood to Recommend 70% 7/10 Reviewer Source Source: Capterra January 26, 2026 "All in one place" **Overall:** Overall, I would say that smartvault was helpful in being able to keep everything I needed for information and organization all in one place. **Pros:** SmartVault allowed everything to be in one place and had a desktop app as well that made it convenient to open. **Cons:** Sometimes it was a little cumbersome and a little slow, I think the flow of smartvault could've been a little more user friendly. Robert R. CPA Accounting, Self-employed Used the software for: 6-12 months ** Overall Rating 2.0 ** Ease of Use 2.0 Customer Service 3.0 Features 2.0 Value for Money 2.0 Reviewer Source Source: SoftwareAdvice March 11, 2025 "Do your homework before you subscribe to SmartVault" **Overall:** I attended a seminar with well-know tax attorney. I've attended many of his CPE seminars and I decided to give it a try because that's what I have been looking for. I'm a one-man CPA practice, specializing in tax matters. I figure that this system could save me time and facilitate several functions with my clients, just as they advertised using the testimony of the attorney. The problem is the implementation of the software. The onboarding training for me was horrible. The coach assigned to me for 6 or 7 1-hour sessions of training was clueless. At times, he would spend the entire hour figuring out how to do things in the software and calling other people. They don't give you some kind of a user manual for quick reference. Instead, they have a knowledge-based library on their website to answer questions, but it's not organized in an intuitive manner. After I went through the entire 7 sessions, I was lost. I'm a CPA, but I've always loved computers. I built my own computers. I sought more assistance, but it was like a piecemeal approach and I had a list of significant issues that had not been resolved. That's when I had to reevaluate the value of having such software. I asked myself these couple of questions: Is the software really going to save me time in my practice? Are my clients going to be able to learn how to access their vault and be able to learn DocuSign and other features of the software? The answer to both was "NO." In order to make this software operational, each firm would have to have a person dedicated to handling the software and interacting with clients on a full-time basis. The cost is also a bit ridiculous because I only needed one license, but they make you buy two licenses. They lure new clients with their presentation, which is impressive, and use well-known tax professionals to advertise the software, but it is a big disappointment when you dive into it. I was able to achieve the same results by using the software I had been using for years to manage documents (Filecenter) and Google Workspace, at a fraction of the cost of SmartVault. Another problem they have is the amazing turnover of employees. I had to go through 2 or 3 people who were going to be my onboarding coach before finally ending up with the one that was clueless and a waste of time and money. I should have read some reviews about the software before getting into it. Also, when I called them to let them know I was not going to renew this software, they practically didn't care that much or even ask me what had happened. **Pros:** The platform looks promising and the concept is great. The fact that you can have everything secured in the cloud and accessible from everywhere is attractive. **Cons:** The onboarding training is extremely deficient. They don't provide a user guide that you could use for a quick reference. The onboarding person (coach) gives you about 6 or 7 1-hour sessions. The software can be a little bit difficult to navigate. You will have 3 icons on your desktop. At times, it's rather confusing which one to use. The settings could be quite hidden. Functionality is not as they advertise. **Switched From:** [FileCenter](https://www.capterra.com/p/125404/FileCenter/) **Reasons for Switching to SmartVault:** Because of the cloud-based feature and automation. [Read All 137 Reviews](https://www.capterra.com/p/82811/SmartVault/reviews/) ## How should I be thinking about software pricing? [ Be an Informed Buyer: Understanding the True Cost of Business Software It's not just you-budgeting for business software is complicated. We're here to break it down. ](https://www.capterra.com/resources/business-software-cost/)