FAQ: SmartVault Acquires SmartPath

For Current SmartPath Customers

Who is SmartVault?
SmartVault is a document management and client portal platform built for accounting professionals. SmartVault supports over 3 million users, securely stores over 500 million documents, and has facilitated hundreds of thousands of e-signatures. With over 15 years of dedicated service to the accounting industry, SmartVault understands accounting professionals’ unique workflow and compliance requirements.

Will there be any changes to the SmartPath product or support channels?
For now, there will be no changes to the SmartPath product, pricing, or how you receive support. SmartPath will operate independently and maintain current business operations, continuing to invest in features and capabilities that add value to our customers and their overall experience. For an updated list of features currently in development, visit coming features page.

Will there be changes to pricing or billing?
Your price will not change, and you’ll continue to be invoiced as normal during your contracted term. SmartPath will notify you in advance of any changes in invoicing or payment processes.

I currently receive implementation support from the SmartPath team. Will this continue?
Yes, if you have implementation support as part of your SmartPath subscription, you will continue to receive these services from the SmartPath team through the duration of your current subscription term.

Will my data be shared with SmartVault?
Yes, since SmartPath was acquired by SmartVault, customer data including profiles and billing data is now owned by SmartVault. Please refer to SmartVault’s privacy policy for details on how they handle customer data.

Are there any planned integrations between SmartPath and SmartVault in the future?
While the SmartPath and SmartVault applications currently operate independently, the product teams are collaborating to explore opportunities for integrations that can enhance customer workflows.

What are the key benefits of using SmartVault and SmartPath together?
By using SmartVault for document management and SmartPath for pricing intelligence and advisory services optimization, accounting firms can streamline workflows, grow profits through accurate pricing, and deliver a wider range of high-value advisory services to clients.

For Current SmartVault Customers

Why did SmartVault acquire SmartPath?
The acquisition of SmartPath provides an opportunity for SmartVault to accelerate its support for a meaningful Client Advisory Services offering to the market, as well as a proven way for firms to collect revenue for services that often go unbilled. This partnership gives SmartPath access to SmartVault’s channel of thousands of accounting firms that are looking to increase their overall profitability while also transitioning their firm into Advisory services. There is a real need in the market for a solution that gives tax and accounting professionals the tools they need to offer, and be fairly paid, for their services. Clients have an increasing appetite for strategic advice, and firms need to grow profits. SmartPath is uniquely positioned to solve both of these issues, helping firms optimize pricing while also transitioning into a wider range of Advisory services.Read the press release.

How can I evaluate SmartPath to see if it’s right for my business?
Ready to optimize your pricing model and expand your Advisory service offerings? Current SmartVault customers interested in SmartPath can visit www.smartpath.co to schedule a demo or start a trial. To learn more, you can also email smartpath@smartvault.com.

Are there plans for SmartPath to integrate with SmartVault?
While the SmartPath and SmartVault applications currently operate independently, the product teams are collaborating to explore opportunities for integrations that can enhance customer workflows.

I currently use Quoters. How is SmartPath different from Quoters?
SmartPath was built specifically for the accounting industry. It leverages best practices from over 1,500 firms to help you accurately price your services, maximize revenue, and increase client satisfaction across 89 different accounting services. SmartPath goes beyond quoting with consultative sessions to better understand your firm’s goals.

Can I purchase SmartPath through my SmartVault billing portal?
Not at this time. To purchase SmartPath, you must complete a separate subscription process through www.smartpath.co or by contacting smartpath@smartvault.com.

What are the key benefits of using SmartVault and SmartPath together?
By using SmartVault for document management and SmartPath for pricing intelligence and advisory services optimization, accounting firms can streamline workflows, grow profits through accurate pricing, and deliver a wider range of high-value advisory services to clients.

For Prospects Interested in Either Solution

What are the main advantages of the combined SmartVault and SmartPath offering?
The combined offering provides a powerful solution for accounting firms looking to enhance productivity, profitability, and client services. SmartVault streamlines document management, while SmartPath optimizes pricing and enables firms to scale advisory services effectively.

Are there any special introductory offers or bundles available for new customers interested in both solutions?
We are currently exploring potential bundle offers for customers interested in adopting both SmartVault and SmartPath together. Please contact our sales team (smartpath@smartvault.com) for the latest information on any available promotions.

How can SmartVault and SmartPath help accounting firms optimize pricing and profitability?
SmartPath’s pricing engine leverages data from over 1,500 firms to help you accurately price your services and maximize revenue. Combined with SmartVault’s efficiency gains, this can significantly boost profitability for accounting firms.

What kind of advisory services can firms offer to clients using these platforms?
With SmartPath, firms can scale their delivery of higher-margin advisory services such as tax planning, business consulting, financial analysis, and more. SmartVault provides a secure, efficient way to manage client documents and collaborate on these services.

We will continue updating this FAQ as more information becomes available. If you have any other questions, reach out to smartpath@smartvault.com for more information.