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SmartVault logo

SmartVault

Not Agent-Ready Yet
Agent-Ready SaaS Index · smartvault.com · scored 2026-05-09 · rubric v2.0
Score 15 / 100
Cloud Content Collaboration

SmartVault scores 15/100 on xpay's Agent-Ready Index v2: partial pricing visibility.

See SmartVault pricing summaryLive pricing page
Pricing
SmartVault pricing
As of 2026-05-09 · www.smartvault.com/pricing/
Business Pro
Sales
$70/user/mo
or $50/user/mo billed annually
Unlimited cloud storage
Custom branded client portal
Unlimited clients and collaborators
Accounting Pro
Sales
$75/user/mo
or $55/user/mo billed annually
Advanced security & compliance
Integrations with tax software
Bulk print organizers & returns
Unlimited
Sales
$100/user/mo
or $75/user/mo billed annually
Unlimited e‑signatures, KBAs, PDFs
Compliance vault (WISP templates)
Full feature set across all modules
Score breakdown · rubric v2.0
How SmartVault scores on the agent-ready dimensions

Public pricing visibility

15 / 15

Self-serve checkout

0 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

0 / 7

No sales call required

0 / 7

Card / wallet / x402 payment

0 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10

Total
15 / 100
Effective pricing
What it actually costs at typical scale
3 users, Business Pro, annual billing
$150/mo
· 3 users × $50 per user per month· annual billing
Confidence: high
2 users, Accounting Pro, monthly billing
$150/mo
· 2 users × $75 per user per month· monthly billing
Confidence: high
5 users, Unlimited, annual billing
$375/mo
· 5 users × $75 per user per month· annual billing
Confidence: high
Agent purchase verdict
Can an autonomous agent transact here?
Human-assisted
LLM score: 20/100

Can create account

No

Can enter payment method

No

Can upgrade plan

No

Can buy more usage

No

Can cancel online

No

Payment methods

Unknown

Human approval recommended

Yes

Pricing transparency

full

Purchase motion

sales_led

Demo required

Yes

Quote required

Yes

Annual commit required

Yes

Auto-renewal mentioned

No

Cancellation policy visible

No

Refund policy visible

No

Invoice payment available

No

Purchase orders supported

No

MSA required

No

DPA available

No

Security review required

No

Enterprise signals
Trust & compliance

Certifications

SOC2

SSO / SAML

Unknown

RBAC

Unknown

Audit logs

Unknown

Competitive intel
Positioning & ecosystem
Headline

“Plans Built for Accounting Firms That Expect More”

Buyer persona

smb
mid market
enterprise

Integrations mentioned
Intuit Lacerte
ProConnect
ProSeries
UltraTax
Drake
Agent purchase simulation
Six-step check: can an agent actually buy from SmartVault?
✓

Discover price

✓

Select a plan

✗

Pay per task

✓

Avoid a sales call

✗

API docs without auth

✗

Estimate cost upfront

Analysis
Pros and cons for AI agents
Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.
✓ For an AI agent
  • Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.
  • Every advertised tier is self-serve; no tier requires scheduling a call.
◐ Opportunities for the provider
  • No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.
  • API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.
  • No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.
One-line fix
How SmartVault could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible

true

headline_phrasing

Plans Built for Accounting Firms That Expect More — SmartRequestAI is now live! Transform your document collection and intake workflows. Check it out →

tier_count

3

lowest_paid_entry_usd

50

free_tier

false

free_tier_terms

null

per_unit_price

null

annual_required

true

self_serve_paid_tiers

0

sales_only_tiers

1

public_api_docs_url

null

api_docs_auth_walled

null

ai_pricing_json_present

false

agents_txt_present

false

anonymous_purchase_path

false

per_unit_classification

null

usage_headline_present

false

custom_tier_present

true

agent_friendly

{"ai_pricing_json":false,"agents_txt":false,"llms_txt":true,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →
Page heading: Plans Built for Accounting Firms That Expect More
CTAs (40): Skip to content · SmartRequestAI is now live! Transform your document collection and intake workfl · (866) 674-6785 · Support · Contact · Login · Product · View All Features >> · Document Management (DMS) Cloud-based storage with organized workflows built for · Client Portal Branded portal for document sharing, requests, and client collabor · Security & Compliance Trusted, audit-ready security to meet IRS, FTC, and SOC 2 · Workflow Automation & Efficiency Streamline document collection, approvals, and
Price tokens (12): $50 per user · $70 per user · $55 per user · $75 per user · $75 per user · $100 per user · $50 per user · $70 per user · $55 per user · $75 per user · $75 per user · $100 per user
Skip to content SmartRequestAI is now live! Transform your document collection and intake workflows. Check it out → (866) 674-6785 Support Contact Login Product Product View All Features >> Create productive, modern workflows with document management, client portal, and secure file sharing solutions. Document Management (DMS) Cloud-based storage with organized workflows built for accounting firms. Client Portal Branded portal for document sharing, requests, and client collaboration. Security & Compliance Trusted, audit-ready security to meet IRS, FTC, and SOC 2 Type 2 standards. Workflow Automation & Efficiency Streamline document collection, approvals, and tax prep. eSignature & Form Approvals Collect signatures on tax documents, engagement letters, and approvals. File Sharing & Access Controls Encrypted document exchange with customizable permissions. Unlimited Cloud Storage Access and manage files from any device, anytime, with built-in compliance controls. Document Collection & Requests Request, track, and receive documents in one workspace. SmartRequestAI® AI-powered document requests that ask the right questions at the right time. Integrations View All Integrations Solutions Solutions Workflows and tools designed to simplify tax prep, client collaboration, and document security for accounting firms. Workflows Software Integrations Sync instantly with Lacerte, ProSeries, ProConnect, UltraTax, Drake, and more. Client Onboarding Send engagement letters, collect documents, …
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Are you SmartVault? Something off in this listing?
Agent-Ready Spec
SmartVault
Not Agent-Ready Yet

15

/ 100 (rubric v2.0)
Category

Cloud Content Collaboration

Pricing model

Not advertised

Tier count

3

Free tier

No

Lowest paid entry

$50/mo

Self-serve / sales-only tiers

0 / 1

Public API docs

Auth-walled

Anonymous purchase path

No

Machine-readable pricing

Not published

Last refreshed

2026-05-09

Pricing intelligenceInsights extracted from www.smartvault.com/pricing/
Pricing model

Tier-based subscription

Agent-purchase verdict
Human-assisted
20/100 · v2.1
Canonical answer

SmartVault pricing starts at $55 per user per month for the Accounting Pro plan; paid plans go up to $100 per user per month. Billed monthly or annually.

Cheapest entry

Business Pro monthly ($70) · sales-led

Actions
Open live pricing page
Verdict reflects Not Agent-Ready Yet status under rubric v2.0. Source observed at https://www.smartvault.com/pricing/.
Agent-friendly features2 of 7 present
Discovery files and protocols
Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

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CompanyAgentically Inc. (d/b/a xpay✦)1875 Mission St, Ste 103San Francisco, CA 94103, United Stateslegal@xpay.sh · privacy@xpay.sh
or ask your AI app
Company
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