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 |
문서, 서명, 데이터 수집에 필요한 모든 것
간단한 파일 업로드부터 복잡한 다단계 양식까지. RequestLoops가 모든 것을 처리합니다.
스마트 리마인더
수신자 행동에 맞춰 조정되는 자동 이메일 및 SMS 리마인더.
AI 양식 빌더
필요한 것을 설명하면 AI가 몇 초 만에 양식을 만듭니다.
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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