The SmartVault alternative: chase documents, not seats
SmartVault is a document management and portal for tax firms on Lacerte/ProSeries/Drake. RequestLoops is a document-collection-first SmartVault alternative with SMS reminders, AI form building, recurring runs, at flat per-org pricing from $11/month versus SmartVault Accounting Pro at $65/user/month.
| Compare features | RequestLoops | SmartVault |
|---|---|---|
| RequestLoops vs SmartVault | ||
| Document collection requests | Yes (core) | Limited |
| Document management storage | Limited (sync out to Drive/OneDrive) | Yes (core) |
| Lacerte/ProSeries/Drake integrations | ||
| SMS reminders | Every plan | Limited |
| Recurring runs | ||
| Pricing | Per-org $11/$22/$57 | Per-user $35–$55/mo |
| RequestLoops vs SmartVault | |
|---|---|
| Document collection requests | Yes (core) |
| Document management storage | Limited (sync out to Drive/OneDrive) |
| Lacerte/ProSeries/Drake integrations | |
| SMS reminders | Every plan |
| Recurring runs | |
| Pricing | Per-org $11/$22/$57 |
| RequestLoops vs SmartVault | |
|---|---|
| Document collection requests | Limited |
| Document management storage | Yes (core) |
| Lacerte/ProSeries/Drake integrations | |
| SMS reminders | Limited |
| Recurring runs | |
| Pricing | Per-user $35–$55/mo |
Everything you need to collect documents, signatures, and data
From simple file uploads to complex multi-step forms. RequestLoops handles it all.
Smart Reminders
Automated email and SMS reminders that adapt to recipient behavior.
AI Form Builder
Describe what you need and let AI create your form in seconds.
Pricing comparison
SmartVault is built for tax firms that already live in Lacerte, ProSeries or Drake — its DMS and portal hook into those tools tightly.
RequestLoops focuses on getting documents in from clients with a structured workflow: branded portal, SMS reminders, AI validation, recurring runs, Drive/OneDrive sync. It is software-agnostic and prices per organisation.
RequestLoops
| Plan | Monthly | Yearly |
|---|---|---|
| Starter | $11/mo | $110/yr ($9.17/mo) |
| Pro | $22/mo | $220/yr ($18.33/mo) |
| Business | $57/mo | $570/yr ($47.50/mo) |
Yearly billing saves about 22%.
SmartVault
| Plan | Starting price |
|---|---|
| Business Pro | $55 |
| Accounting Pro | $65 |
| Accounting Unlimited | $85 |
SmartVault Accounting Pro is $65/user/month billed annually (2-user minimum); Business Pro is $55/user/month and Accounting Unlimited $85/user/month.
Pricing accurate as of 2026-08-24; verify on the vendor site before contracting. For the latest pricing, see SmartVault.
When to choose RequestLoops
- • Your priority is getting client documents in, fast.
- • You want flat per-org pricing.
- • You can use Drive or OneDrive as your document store.
When to choose SmartVault
- • You depend on tight Lacerte/ProSeries/Drake DMS integrations.
- • Your DMS replaces a network share you cannot move off.
FAQ
Everything firms ask before switching from SmartVault.
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