SmartVault Alternative
Built to collect documents.
Not just store them.
SmartVault is a document management vault — great for storage. But the hard part of tax season isn’t storing files, it’s getting them in. idutax is built for the request-and-chase side: checklists, a no-login portal, and automatic reminders.
Free up to 5 clients · No demo required
Many firms pair a storage tool like SmartVault with endless email to actually gather the files. idutax replaces that chase: build a request from a tax checklist, send one link, and watch documents arrive against each item in real time — see the features. You can still keep your vault; idutax just makes sure it fills up without the follow-ups.
Based on publicly available information as of October 2026. Features and pricing change, so please confirm details on SmartVault's website. SmartVault is a broader tool if you also need billing, workflows and team time tracking in one suite; idutax focuses on collecting documents. idutax is not affiliated with SmartVault.