Approval workflow tool for purchase bills and payments, linked to Xero and QuickBooks Online
Best for Xero and QBO usersView details
SmartVault
Based in US
Client portal and document storage tool for accountants to share files securely
Practice management
- Free trialSee website
- MTD for VATNot stated
- Based inUS
- CategoryPractice management
Pricing and trial details are on the official website.
Overview
SmartVault is a US-developed document management system with a client portal. Firms store files online and share them securely with clients, who can upload or sign documents. It is used mainly by accountants and similar professional practices as a secure filing layer rather than as accounting software.
At a glance
- Software
- SmartVault
- Company
- SmartVault
- Category
- Practice management
- Based in
- US
- Last updated here
- 7 November 2026
Features
We have not listed individual features for SmartVault yet. The official website has the full list.
What to look for
- 01Check whether it matches the way you work today
- 02Look at whether it grows with you if you add staff or sales
- 03See if your accountant already uses it
Things to check
- 01Check it supports your VAT scheme
- 02Ask what is and is not included in each plan
- 03Check what happens to your data if you leave
These are questions to ask, not facts about SmartVault.
Pricing
Software companies set their own prices and change them from time to time. Compare plans on the official site, and check what each plan includes, how many users it covers and whether there is a minimum term.
See pricing on the official siteTrial or free plan
Ask the vendorConfirm trial terms on the official site.Frequently asked questions
We do not have this confirmed. Check the official site to see whether SmartVault supports Making Tax Digital for VAT.
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