Comparing TaxDome and SmartVault features
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
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
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+
115
TaxDome vs SmartVault pricing
$700
per year, per user
for a 3-year subscription plan
TaxDome offers one pricing plan — $700 per year per user (for a 3-year subscription plan) with unlimited storage, clients, e-signatures, and free training.
$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).
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.
