SmartVault is a well-established document management and client portal platform built for accounting and tax firms, with deep compliance features and AI-assisted document requests. ClientBrief takes a narrower, simpler approach — send a checklist, get uploads, skip the setup.
SmartVault is priced per user, from $25/month on the Standard plan up to $65-75/month per user on the Accounting Unlimited plan, with 2-3 user minimums on several tiers and the best rates requiring annual billing. That's built for firms that need full document management, e-signatures, and compliance tooling — if you just need clients to upload files against a checklist, it's more system than most solo practitioners or small firms need.