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SmartVault



SmartVault product page

SmartVault works seamlessly with QuickBooks to let you enjoy the benefits of going paperless in minutes. Attach documents, e-mails, and notes directly to entries in QuickBooks with a unique toolbar. Your documents are stored in a secure, off-site vault that can be accessed any time and anywhere from QuickBooks or through a web browser.

SmartVault  is a simple answer to help streamline document management and communication between businesses and their clients.  You can scan and attach correspondence directly to your QuickBooks transactions.  It is a key to have documents readily available in case of an audit.  You become paperless without having to change the way you work in QuickBooks.  Anyone using QuickBooks can easily find the backed up information without having to rummage through files on top of files.  It helps respond to clients’ needs for better service.

-Access files anytime and from any device. SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Get a secure online document for all your files.

Securely share files with clients, staff and partners. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, audit reporting, and a robust view in browser capability.

-Securely share files with clients, staff, and partners. With the SmartVault Toolbar, you can attach, view, and manage documents right from apps like QuickBooks, QuickBooks Online, Zero and FreshBooks. Stay audit ready and say goodbye to document silos —  with SmartVault, you have one solution to store and share all your files.