SmartVault vs TaxDome (2026): which should you pick?

SmartVault

• Tax and accounting firms exchanging many documents with clients
• Firms using Lacerte, ProConnect, ProSeries, UltraTax or Drake
• Firms that want e-signatures and proposals in the same system

TaxDome

• Tax and accounting firms that want one system for clients and work
• Firms that exchange documents and signatures with clients online
• Firms that bill clients in QuickBooks Online

SmartVault

• Every plan has a user minimum: 3 on Business Pro and 2 on the Accounting plans.
• Unlimited e-signatures, ID verification and file retention need Accounting Unlimited at $85 per user / month.
• SmartRequestAI bundles are sold separately from the plans.
• There is no published free plan, and plans are booked through a demo or trial request.

TaxDome

• Pricing could not be read: the vendor's site answered with a bot check, so no plans or prices are listed here.
• Clients need their accountant to sign up for TaxDome before they can use the client portal app.
• The mobile apps listed here are for iPhone and iPad; no Android listing was read.

SmartVault

Document management

Cloud storage with file versioning, full-text search, email capture, activity logs and user permissions, plus a connected desktop app.

Branded client portal

Clients exchange password-protected files and respond to document requests through a portal carrying the firm's branding.

Tax software integrations

Lists direct integration with Lacerte, ProConnect and ProSeries, and configurable links to UltraTax CS, Drake and CCH.

E-signatures and ID checks

Accounting Unlimited includes unlimited e-signature requests and knowledge-based authentication for ID verification.

Proposals

SmartProposal is included on the Accounting plans for pricing and sending proposals; Accounting Unlimited allows unlimited quotes and proposals.

Compliance tools

Compliance Vault with WISP templates and scheduled deletion of old client files are part of Accounting Unlimited.

TaxDome

Client portal

A custom-branded website and client portal for secure messages, client tasks, document exchange and payments.

Workflow automation

Project management and automation designed for tax and accounting work, with team @mentions and notifications.

CRM and messaging

A CRM synced with the firm's email, with contact and account records, notes and one-tap text, call or email from the mobile app.

E-signatures and engagement letters

The listing says e-signatures, contracts and engagement letters are unlimited, so no separate signing service is needed.

Invoicing and organizers

Invoices can be paid by ACH or credit card and sync with QuickBooks Online; customizable organizers replace generic PDF forms.

SmartVault

• Business Pro$65

  per user / month, billed annually ($85 billed monthly)

  Unlimited storage, clients and collaborators, branded portal and document requests. 3-user minimum.

• Accounting Pro$65

  per user / month, billed annually ($85 billed monthly)

  Adds accounting and tax integrations, advanced security, tax folder templates and SmartProposal. 2-user minimum.

• Accounting Unlimited$85

  per user / month, billed annually ($110 billed monthly)

  Adds unlimited e-signatures, ID verification, PDF form fillers, quotes and proposals, and file retention. 2-user minimum.

TaxDome

Pricing could not be confirmed. See taxdome.com.