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.

4.7/5 across 7,600+ reviews

Our client experience speaks for itself

"I switched from SmartVault to TaxDome because SmartVault is only a portal software and costs the same as TaxDome with less features."

Our client experience speaks for itself

"For my purposes, TaxDome's been fantastic. SmartVault seemed to be difficult for my clients. They hated having to upload things. It also seemed clunky and didn't keep up with the times."

Our client experience speaks for itself

"We switched from SmartVault because the cost of TaxDome and the significantly highly number of features when compared to the similarly priced product we were using made the switch a cost effective change."

Our client experience speaks for itself

"We switched from SmartVault to TaxDome because we needed something that was just more than secure upload/downloads of docs."

Readers Choice

Winner Comprehensive Firm Workflow Solution

TaxDome – Momentum Leader, G2 Winter 2024
TaxDome – Small Business Leader, G2 Winter 2024
TaxDome – Accounting Practice Management Leader, G2 Winter 2024
TaxDome – Users Love Us, G2 Award
TaxDome – High Performer Americas, G2 Winter 2024
TaxDome – Small Business Leader Americas, G2 Winter 2024

Comparing TaxDome and SmartVault features

Unlimited e-signatures and KBA, QES, AdES

Collect legally binding electronic signatures, including advanced and qualified e-signatures (AdES and QES), without limits.

Limited

CRM with unlimited contacts

Store and manage unlimited client records in one secure, organized CRM.

Organizers and intake forms

Create customizable questionnaires to gather all necessary information from clients.

Client chats

Secure, real-time messaging with your clients – fully integrated into your workflow.

Two-way SMS

Send and receive text messages directly from your TaxDome account.

Synced email

Automatically sync your email with TaxDome to track all client communications in one place.

Document approvals

Ensure client satisfaction and accuracy by requesting document approvals before finalization.

Limited

Intake and delivery

End-to-end intake, preparation, and delivery tax process, powered by Juno integration.

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.

Built-in PDF editor

Edit, annotate, and manage PDFs directly within TaxDome — no external software needed.

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.

Wiki pages (SOPs)

Create an internal knowledge base to document processes and best practices.

Desktop app

Access your TaxDome account with a dedicated desktop application and interact with client documents directly from your computer.

Firm mobile app

Manage your firm on the go with a dedicated mobile app for practitioners.

Ease-of-use and usability

User-friendly, modern, and intuitive interface.

Client portal

Offer clients a secure, user-friendly portal for document sharing and communication.

Mobile app

A mobile app for your firm's clients for iOS and Android.

Client experience AI

Automatically organize and label incoming client documents with TaxDome AI.

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.

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.

Bookkeeping hub

Connect client GL and manage uncategorized transactions.

Client Care

Firms can delegate platform-related client support to TaxDome’s support team.

White-labeled client app

A fully branded white-labeled mobile app, developed and maintained by TaxDome.

Payments

Accept secure online payments directly through TaxDome via integrated payment processors.

Invoices

Create and send professional invoices, lock documents to invoices, and track payment status effortlessly.

Proposals and engagement letters

Send customizable proposals and engagement letters for faster client approvals.

Time and billing

Track billable hours and generate invoices automatically for accurate client billing.

Packages in proposals

Add tiered service lists to proposals for the client to choose from.

IRS

Get transcripts directly from the IRS in your client portal. Request, view, and manage transcripts for each client, whether individuals or business.

QuickBooks Online

Automatically sync all payments and invoices created in your client portal with your QuickBooks Online account.

Zapier

Connect your client portal to 2,000+ tools with Zapier.

Tax programs

Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more.

Limited

Payment providers

Stripe, CPACharge, PayPal, Venmo, GooglePay, ApplePay.

Schedulers

Calendly, Schedulista, Squarespace, Youcanbook.me.

SMS

TaxDome has an integration with Twilio to provide two-way SMS messaging features.

Companies House

Link your account and watch as all information about your UK-based clients is filled in automatically in your client portal.

DATEV

Send documents to DATEV Unternehmen Online from your client portal.

Juno

Smart intake, automated data entry into tax software, and delivery.

SOC 2 Type II Compliance

Built to meet the highest industry standards for data security, availability, and confidentiality.

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.

SmartVault, $480 per user/year

Ignition, $828 mixed (base per firm + limits per client/user + add-ons)

Keeper, $96–120 per client/year

SafeSend, $13–17 per return ($15/delivery), approx. $1,500 for 100 returns

Liscio, $720 per user/year

Karbon, $1,068 per user/per year

Practice CS, $600 per user/year

Canopy, $1,704 per user/per year

Atom, $1999 per firm/year, unlimited users

ShareFile, $300 per user/year

Jetpack Workflow, $360 per user/year

DocuSign, $300 per user/year

Adobe Sign, $239 per user/year

GetNetSet, $1188 per firm/year

Asana, $299.88 per user/year

Dropbox, $180 per user/year

Slack, $150 per user/year

Typeform, $996 per user/year

ClickUp, $144 per user/year

Monday, $258 per user/year

Financial Cents, $828 per user/year

Cognito Forms, $94 per user/year

UnCat, $108 per client/year, $10,800 for 100 clients

Mango, $660 per user/year

Soraban, $3,000 ($20/return, min. 150)

Stanford Tax, approx. $10 per return, $1,000 for 100 returns

SecureFile Pro, $299.95 per firm/year

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<strong>Chris Farris</strong>,
<br> COO of Foundation Group (50+ staff)

Chris Farris,

COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

TaxDome and SmartVault pricing

Most popular

TaxDome

From

$

700

/per year, per user

TaxDome offers three pricing plans, starting at $700 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.

Request demo

SmartVault

From

$

600

/per year, per user

SmartVault also offers three pricing plans, starting at $600 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.

Request migration

1 Fill in the form
2 Get a setup plan
3 Migrate with ease
By requesting migration, you agree to TaxDome’s terms of service and privacy policy
If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

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

TaxDome is built to help tax and accounting firms grow efficiently, without complexity or added costs.

$18,600

saved by firms that use TaxDome per employee yearly

4.9/5

in App Store and Google Play

40 hours

saved by firms that use TaxDome per employee monthly

10,000+

firms trust TaxDome

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 $700 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?

Both platforms support IRS-compliant KBA signatures.

However, 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.

See TaxDome in action with a free demo
If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.
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