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DocNag vs SmartVault

SmartVault is a full client portal and document vault for firms, priced per user from $65 per month with a two or three user minimum. Its automated follow-ups and status tracking sit in SmartRequestAI, an add-on at $15 per return. DocNag only collects documents: a checklist, a private link and automatic reminders, from $0 to $39 per month, so it fits a solo practitioner who does not need a vault.

Pricing and features checked October 2026 from each product's public pages. They change, so confirm on SmartVault's site before deciding. We are the maker of DocNag, so weigh this accordingly; we've tried to be fair.

SmartVaultDocNag
Built forClient portal and document storage for accounting and business firmsDocument collection only: checklist, private link, automatic reminders
PricingPer user per month, billed annually: Business Pro $65 (3 user minimum), Accounting Pro $65 (2 user minimum), Accounting Unlimited $85 (2 user minimum); monthly billing costs $85 to $110 (checked on smartvault.com, November 2026)Free for 3 active requests, $19/month for 25, $39/month for 100; month to month
Automated follow-upsListed under SmartRequestAI, an add-on for the annual Accounting plans at $15 per return or $750 for 50 requests; the base plans do not state itAutomatic on every plan, every 3 days, firmer tone on the third
StorageUnlimited cloud storage listedFiles are held temporarily, then deleted (7 days after download, 60 after upload)
Client login requiredClient portal; check the current setup with SmartVaultNo login; private link
Free optionNone listed on the pricing pagePermanent free plan for 3 active requests, no card

Choose SmartVault if…

You want a permanent document vault and client portal for a team of two or more, with long-term storage in one place, and budget per user.

Choose DocNag if…

You are a solo practitioner or tiny firm that only needs to collect missing documents and stop chasing by hand, and prefer a flat price under $40 per month with a free tier.

Try DocNag free

3 active requests free, no card needed. Set up your first request in two minutes.

Start free

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