The Ultimate Paperless Office for Your Firm and Your Clients
With SmartVault, you can easily and securely store, access, and share all your documents online. Streamline workflow between you and your clients with SmartVault's Portal and unique integration with QuickBooks®, and make paperless a reality. Whether your focus is on write-up services, client bookkeeping, or a little of both, you will save time and increase your productivity with SmartVault
Secure online document storage: Single solution to securely store and manage all your firms' documents and clients' documents and communications. Quickly and logically organize all your documents online, and enjoy secure offsite back up and recovery of your data and documents.
Easily access and share files: Access and share documents any time and from anywhere via the Web or Internet-enabled mobile device. Exchange individual files or share entire folders internally and with clients. Eliminate time-consuming, manual filing and exchange of data via email, fax, FTP, USB, or CD.
Unique integration with QuickBooks: SmartVault transforms QuickBooks into a paperless system that is simple and intuitive. Attach to and view documents from over 30 QuickBooks transactions using the integrated SmartVault toolbar. Also enjoy built-in organization of your files and source documents. Learn more about SmartVault and QuickBooks 2010.
Streamline workflow and increase productivity: Manage and organize client workflow and convert documents into digital files quickly with the SmartVault Inbox. Simple invitation model allows you to invite clients to access and share files easily via the Web Portal.
Ensure security of data and files in the cloud: Storing your data and documents in a secure offsite data center gives you protection against loss in the event of a disaster. Files are stored in a secure, fully redundant SAS 70 Type II compliant data center backed by proven procedures to ensure that your files are safe.
Enjoy fast, easy scanning: Go paperless in minutes (not days)! Built-in wizards integrate with many popular scanners so you and your clients can turn documents into digital files in one click.
SmartVault 866-674-6785 www.SmartVault.com
From the July 2013 Review of Document Storage systems.
Best Firm Fit: Accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks...
SmartVault 866-674-6785 www.smartvault.com
From the April 2013 review of client portal systems.
Best Fit: While SmartVault is a good fit for any firm that needs a secure client portal, SmartVault is a best fit for accounting...
From the January 2013 issue.
Technology has changed rather dramatically since we started the Readers Choice Awards seven years ago, and certainly since this publication was initially started in 1991. Perhaps not as dramatic as the invention of the...
The awaited SmartVault integration with QuickBooks is now available—allowing QuickBooks Online users to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online.
Many accounting firms have begun to use paperless document management systems to streamline their office, and many are now realizing that there is a big opportunity in helping clients benefit from these systems. If your clients are ready to tackle the...
At The Sleeter Group, as part of our ongoing efforts to help accountants and consultants provide technology recommendations to their clients, we continually study the marketplace of add-on software and services that enhance the systems and...
SmartVault was originally designed as a document storage system for QuickBooks, but has moved towards a generic platform to store and share files, whether or not they are related to QB...