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How does TaxDome compare with SmartVault?

TaxDome is the practice management software for tax, bookkeeping and accounting firms. An important part of our product offering is secure document storage. Because document storage and exchange is something that most firms start using as a super basic client portal, we are sometimes asked, “How does TaxDome compare with SmartVault?”

 This post is not your traditional feature vs. feature type of comparison (although we will get that out of the way too). Rather, the goal here is to provide insight into the philosophy behind each product.

How does TaxDome compare with SmartVault?

Comparing TaxDome and SmartVault Features

Features

Comparing TaxDome and <span>SmartVault</span> Features
Comparing TaxDome and <span>SmartVault</span> Features

Created for Tax & Accounting Industry

 
 

Client Portal with Branding

 
 

Mobile App

 
 

Unlimited E-signatures and KBA

 
 

Workflow Automation

 
 

One time and recurring invoices & payments

 
 

Virtual Drive

 
 

CRM

 
 

Unlimited Document Storage

 
 

Customizable Organizers

 
 

Custom URL

 
 

Calendar View

 
 

Document Pre-fill

 
 

Recurring Invoices

 
 

Website Builder

 
 

QBO Sync

 
 

Email Sync

 
 

Bulk Mail

 
 
Dane Janas,

I was struggling to find a one-stop solution that allowed all parts of my tax preparation process to happen within one software. SmartValut and ShareFile are simple file-sharing and client portal programs that don't offer digital organizers or billing, and TaxDome allows that to happen.

Enrolled Agent from Boundless Tax

Greg Bayramian,

We only need to log into two programs instead of five or six. TaxDome keeps our practice organized so nothing is missed, and everything is in one platform: billing, tax docs, communication with clients, and soon an appointment calendar. And they are constantly improving the software.

Enrolled Agent

Company Positioning / Philosophy of TaxDome and SmartVault

SmartVault is a cloud-based document management and storage platform. It was initially built over 10 years ago and the level of its usability remains somewhere in the 2010s (we can be biased, but their app users not).

 It claims to surround you with modern workflows, client portal, and mobile apps but you end up using a bunch of new tools because it doesn’t provide essential built-in features but supports various integrations (which you have to pay for separately). The best SmartVault application for your business is sending files back and forth.

 TaxDome was built to be the one system you use to run your practice. It includes built-in features for project management, file-sharing, e-signing documents, communicating with your clients and integrations with Zapier, QuickBooks Online and your favorite tax programs. All at one fair price.

   

Why TaxDome

TaxDome vs SmartVault Reviews

SmartVault has 115 reviews on Capterra.

 TaxDome is the highest-rated practice management platform with more than 5,200 reviews on Capterra, G2, and GetApp.

2,500<span>+</span>

2,500+

115

115

TaxDome vs SmartVault pricing

CA$720

per year, per user

for a 3-year subscription plan

TaxDome offers one pricing plan — CA$720 per year per user (for a 3-year subscription plan) with unlimited storage, clients, e-signatures, and free training.

   
TaxDome price

$80

per month

SmartVault has a number of price plans that are doubled year to year. In 2022, a special plan for accountants increased from $360 to $960 per year for 2 minimum users. Additionally, you will be limited by 500 GB of storage and pay extra for e-signatures (via DocuSign).

   
SmartVault price

TaxDome vs SmartVault Assistance & setup fees

TaxDome: free support, training, setup and 1-1 screensharing sessions included with every license.

 

SmartVault offers paying support programs only.

 

Assisted New Client Onboarding – $150:  5-step training and implementation program by a customer onboarding manager within 30 days. 1:1 training to get a SmartVault account setup and learn about workflows and integrations.

 

SmartHours – $75/hour: for all current SmartVault customers – a refresher course but not full training.

See in action

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