SmartVault Corporation

SmartVault Corporation

Company Details:
5151 San Felipe, Suite 1850
Houston, TX 77056

Phone: 713-479-5400
Toll Free: 866-674-6785
Fax: 713-479-5450

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.

New Integration Options Available for SmartVault Users

November 4, 2013

SmartVault appoints COO, focuses on customer satisfaction

August 27, 2013

2013 Review of SmartVault

Small business cloud tech companies create end-to-end expense report workflow

June 26, 2013

SmartVault for QuickBooks Online receives 2013 Innovation Award

June 4, 2013

Improving Document Management: What Your Firm Can Do

SmartVault Enhances QuickBooks Online Integration

April 12, 2013

2013 Review of SmartVault

Nominees for the 2013 Tax & Accounting Technology Innovation Awards

March 9, 2013

SmartVault Now Available in Intuit AppCenter

February 28, 2013

2013 Readers Choice Awards: The Votes are In

SmartVault Integrates with QuickBooks Online—Fantastic!

Document Management Solutions for QuickBooks Users

Awesome QuickBooks Add-ons for 2011

Three Ways to Help Your Small Business Clients

8 Notable Trends in the Changing Accounting Software Landscape

SmartVault announces integration with QuickBooks Online

October 22, 2012

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