RequestLoops vs SmartVault
Quick answer
SmartVault is a document management and portal for tax firms on Lacerte/ProSeries/Drake. RequestLoops is a document-collection-first tool with SMS reminders, AI form building, recurring runs, at flat per-org pricing from $11/month versus $35/user/month.
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.
Feature-by-feature comparison
| Feature | RequestLoops | SmartVault |
|---|---|---|
| Document collection requests | Yes (core) | Limited |
| Document management storage | Limited (sync out to Drive/OneDrive) | Yes (core) |
| Lacerte/ProSeries/Drake integrations | No | Yes |
| SMS reminders | Every plan | Limited |
| Recurring runs | Yes | No |
| Pricing | Per-org $11/$22/$57 | Per-user $35–$55/mo |
Pricing comparison
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 |
|---|---|
| Accounting Pro | $35 |
| Accounting Unlimited | $55 |
SmartVault Accounting Pro starts at $35/user/month billed annually; Accounting Unlimited at $55/user/month.
Pricing accurate as of 2026-05-08; 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
- Does RequestLoops store documents long-term?
- Yes — submissions are stored in RequestLoops and also synced to Google Drive or OneDrive for long-term archival under your existing IT controls.
- Can RequestLoops sync into a folder structure?
- Yes. Files land in folders organised by request and recipient — no manual filing.
- Does SmartVault have SMS reminders?
- SMS is limited or add-on at SmartVault. RequestLoops includes SMS on every plan.
- Is RequestLoops a DMS?
- No. RequestLoops is a document-collection tool. For DMS, pair it with Drive, OneDrive or your existing tool.
- How much does RequestLoops cost for a 6-person tax firm?
- RequestLoops Pro is $22/month flat for 10 team members. SmartVault at $35/user/month for six users is $210/month at the entry tier.
Try RequestLoops free for 7 days
Start collecting documents with smart reminders, AI validation and Drive/OneDrive sync — from $11/month per organisation.