SmartVault Enhances QuickBooks Online Integration

SmartVault has released enhancements to the SmartVault-QuickBooks Online integration process that are aimed at significantly improving usability. SmartVault provides SaaS online document storage and file sharing solutions for accounting professionals and businesses.

“We are committed to providing QuickBooks Online customers with a completely integrated and interactive experience for setting up the SmartVault service. We put a great deal of thought into these new enhancements, which are designed to guide users through every step of the process of downloading and integrating SmartVault for QuickBooks Online into their workflow,” said SmartVault Founder and CEO Eric Pulaski.

The new features are designed to improve entire user experience, from initial account setup to attaching documents to QBO entries. New updates include streamlining the authorization process and an interactive step-by-step setup guide. The new streamlined authorization process makes it simpler to authorize access to the SmartVault for QuickBooks browser extension. In addition, users can view on-screen instructions to guide them through the account provisioning process. The interactive guide also helps users attach document to the integrated SmartVault Toolbar.

“The service can be best-of-breed, but if it’s not easy to get up and running, users will not see the value immediately,” said Pulaski. “We also know that most users want to ‘self serve,’ so it’s important that we give them a user experience right out of the gate that reduces any friction regarding setting up the service in their environment.“

Current QBO users can download SmartVault for QuickBooks from the Intuit AppCenter. A free 30-day trial is available for new customers and subscriptions start at $9 per month. 

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