Pricing for SmartAdvisors

Free for Practicing Accountants

If you work for or own an accounting or bookkeeping firm, or are a QuickBooks ProAdvisor, you are qualified for our SmartAdvisor Program and can enjoy SmartVault FREE for your own use.

The FREE SmartAdvisor Package includes 2GB of disk space, and use of SmartVault with your firm’s QuickBooks companies or for your own personal use. If you want to use SmartVault with your clients’ QuickBooks companies as part of a client bookkeeping practice, please see pricing for our Client Bonus Packs, below..To start using SmartVault, sign up free now:

Bonus Packs for Client Bookkeeping

If you do the bookkeeping and data entry for your clients, you may use SmartVault with your clients’ QuickBooks company files by purchasing a Client Bonus Pack.

Why Client Bonus Packs? For your clients who have QuickBooks themselves, we encourage you to recommend SmartVault so that they will sign up as SmartVault customers and invite you into their SmartVault account; this gives your client full control of their data and has no cost to you. Client Bonus Packs were created for the scenario in which your client does not use QuickBooks and you do all their bookkeeping and data entry.

Basic Client Bonus Pack
$99/month

Ideal for 10-30 clients

10GB for documents and backups

Premium Client
Bonus Pack
$299/month

Recommended for 30 or more clients

40GB for documents and backups

Discounted Service for Your Clients

You can begin offering 10% off the regular monthly billing plans to your clients by simply asking them to invite you into their account as their SmartAdvisor. To view the billing plans for clients, click here.

For more information about the SmartAdvisor program, check our SmartAdvisor FAQ's, or click here to be contacted by a SmartAdvisor Account Manager.