US – English
Canada – English
Australia – English
Danmark – Dansk
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
How does TaxDome compare to SmartVault?
TaxDome goes beyond document management and file sharing features, offering an end-to-end operating system for your practice with specific workflows for tax, bookkeeping and full-service accounting firms. Let’s compare TaxDome and SmartVault so that you can choose the best fit for your firm.
Our client experience speaks for itself
Comparing TaxDome and SmartVault features
| TaxDome | SmartVault | |
|---|---|---|
| Client management | ||
|
Unlimited e-signatures and KBA, QES, AdES Collect legally binding electronic signatures, including advanced and qualified e-signatures (AdES and QES), without limits. |
Limited | |
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CRM with unlimited contacts Store and manage unlimited client records in one secure, organized CRM. |
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Organizers and intake forms Create customizable questionnaires to gather all necessary information from clients. |
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Client chats Secure, real-time messaging with your clients – fully integrated into your workflow. |
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Two-way SMS Send and receive text messages directly from your TaxDome account. |
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Synced email Automatically sync your email with TaxDome to track all client communications in one place. |
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|
Document approvals Ensure client satisfaction and accuracy by requesting document approvals before finalization. |
Limited | |
| Firm management | ||
|
Advanced workflow automation Automate repetitive tasks with powerful, customizable workflows. |
Limited | |
|
Team chats Keep discussions and project updates organized with TaxDome’s built-in Slack-like chat. |
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|
Built-in PDF editor Edit, annotate, and manage PDFs directly within TaxDome — no external software needed. |
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AI-powered reporting Use AI-powered search to uncover insights, generate reports on your firm’s performance, and visualize data with templates or custom reports. |
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Wiki pages (SOPs) Create an internal knowledge base to document processes and best practices. |
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Desktop app Access your TaxDome account with a dedicated desktop application and interact with client documents directly from your computer. |
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Firm mobile app Manage your firm on the go with a dedicated mobile app for practitioners. |
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| Client experience | ||
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Ease-of-use and usability User-friendly, modern, and intuitive interface. |
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Client portal Offer clients a secure, user-friendly portal for document sharing and communication. |
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Mobile app A mobile app for your firm's clients for iOS and Android. |
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Client experience AI Automatically organize and label incoming client documents with TaxDome AI. |
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Client requests Streamline client communication with organized, trackable requests for information. |
Limited | |
|
Website and branding Customize your firm’s client-facing portal with branded design and personalized web pages. |
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Global communication Let your clients easily connect with your firm and centralize all communications with an all-in-one inbox for SMS, chats, and emails. |
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Bookkeeping hub Connect client GL and manage uncategorized transactions. |
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| Revenue operations | ||
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Payments Accept secure online payments directly through TaxDome via integrated payment processors. |
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Invoices Create and send professional invoices, lock documents to invoices, and track payment status effortlessly. |
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Proposals and engagement letters Send customizable proposals and engagement letters for faster client approvals. |
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Time and billing Track billable hours and generate invoices automatically for accurate client billing. |
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| Integrations | ||
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QuickBooks Online Automatically sync all payments and invoices created in your client portal with your QuickBooks Online account. |
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Zapier Connect your client portal to 2,000+ tools with Zapier. |
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Tax programs Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more. |
Limited | |
|
Payment providers Stripe, PayPal, Venmo, GooglePay, ApplePay. |
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Schedulers Calendly, Schedulista, Squarespace, Youcanbook.me. |
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SMS TaxDome has an integration with Twilio to provide two-way SMS messaging features. |
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Companies House Link your account and watch as all information about your UK-based clients is filled in automatically in your client portal. |
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DATEV Send documents to DATEV Unternehmen Online from your client portal. |
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| Security | ||
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SOC 2 Type II Compliance Built to meet the highest industry standards for data security, availability, and confidentiality. |
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Firm-wide activity feed and security audit trails Track every action across your firm in one place for complete visibility and peace of mind. |
Limited | |
|
2FA security policies for staff Enforce two-factor authentication across your team to keep sensitive client data secure. |
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TaxDome and SmartVault pricing
Most popular
TaxDome
$
1000
/per year, per user
TaxDome offers three pricing plans, starting at $1000 per user annually (with a 3-year plan).
Each plan provides firms of all sizes with a comprehensive platform for running a practice — without hidden costs or necessary add-ons.
SmartVault
$
840
/per year, per user
SmartVault also offers three pricing plans, starting at $840 per user annually, but only if you pay for a minimum of 3 users.
With their basic plan, you will get unlimited cloud-based storage, client portal, reporting and activity logs, and other document management features.
Which is the right tool for you? TaxDome vs SmartVault
According to Capterra reviews, users prefer TaxDome over SmartVault for the following reasons:
Comprehensive practice management solution with end-to-end workflows for tax and bookkeeping firms – document management included
Easy to use, unified client experience, including tailored features for clients with multiple entities
A constantly evolving platform with new features based on customer feedback
Clients love TaxDome’s intuitive platform and top-rated mobile apps
Switch to TaxDome from SmartVault today
Feel the TaxDome effect – streamline your practice management, improve your client experience, and foolproof your growth.
Thank you!
Your submission was successful. We’ll reach out to you to build a comprehensive migration plan for your firm.
Move to TaxDome now, and we’ll help cover the remaining cost of your contract — with a credit of up to 6 months free of TaxDome.
Why TaxDome is the best choice for you
-
$26,100
saved by firms that use TaxDome per employee yearly
-
4.9 /5
client app rating from 40,000+ reviews. Rated by the people your firm serves, not by accountants.
-
40 hours
saved by firms that use TaxDome per employee monthly
-
15,000+ firms
accounting, tax, and bookkeeping firms that chose TaxDome and haven't needed to shop for software since.
-
2 M+
jobs completed
-
$2 B+
invoices paid
Frequently asked questions
What are the key differences between TaxDome and SmartVault?
TaxDome is a comprehensive practice management solution with workflow automation, billing, CRM, client communication tools, and team collaboration — all under one subscription.
By unifying the firm and client experience, firms are able to offer their clients a true one login experience for every interaction with their firm.
SmartVault focuses on secure document storage and e-signatures, but lacks the broader management features necessary to run an entire practice, resulting in a disjointed client experience that requires logging into multiple apps to interact with their tax, bookkeeping, and accounting firms.
How does the pricing structure compare between TaxDome and SmartVault?
TaxDome offers transparent pricing with all core features included, starting at $1000 per user annually (with a 3-year plan).
SmartVault follows a similar pricing model with three pricing plans, but only offers features such as e-signatures, advanced storage, and document requests, which may not be sufficient for running an entire practice on one platform. Additionally, SmartVault requires a minimum of 3 users, while TaxDome doesn’t.
Do TaxDome or SmartVault offer tools specific for bookkeepers?
TaxDome includes a built-in Bookkeeping Hub that integrates directly with clients’ general ledgers, all with no per-client fees.
SmartVault focuses on secure document storage and does not offer tools specifically designed to streamline bookkeeping workflows.
How do TaxDome and SmartVault compare in terms of e-signature capabilities?
TaxDome also offers advanced and qualified e-signatures (AdES and QES), enabling global compliance and a broader range of signature use cases.
Which platform offers better tools for client and team communication?
TaxDome provides built-in chat, SMS, and automated document approval features, plus internal team chat and wiki pages for collaboration.
SmartVault does not include client chat, SMS, or team collaboration tools, making communication and the client experience more fragmented.
Are there major differences in automation and integration capabilities between TaxDome and SmartVault?
TaxDome features advanced workflow automation, AI-powered reporting, and integrations with tools like QuickBooks, tax software, schedulers, and Companies House and DATEV.
SmartVault lacks workflow automation and does not support direct integrations with tax software or practice-wide schedulers, limiting scalability and customization.
Can I bring my firm from SmartVault to TaxDome?
Of course! If you have an existing account with SmartVault, we have multiple import tools that allow you to bring your firm over to TaxDome quickly and easily. To support your transition, we offer a discount of up to 6 months’ worth of TaxDome free.
“I switched from SmartVault to TaxDome because SmartVault is only a portal software and costs the same as TaxDome with less features.”