March 13, 2013

SmartVault Debuts in Intuit AppCenter

SmartVault is the first to offer integrated online document management for QuickBooks Online customers, which is now available in the Intuit AppCenter.

Darren Root, CPA, CITP, CGMA

From Darren’s “My Perspective” blog.

SmartVault is the first to offer integrated online document management for QuickBooks Online customers, which is now available in the Intuit AppCenter.

The integration allows QuickBooks Online users to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online—supporting a completely digital and collaborative accounting workflow.

SmartVault shared with us a few key features of the integration, including the ability to:

  • Attach and view files directly to entries in QuickBooks Online
  • Increase efficiencies in workflow with a built-in electronic Inbox
  • View files instantly in a browser without having to download files initially
  • Access files easily and securely from a mobile device (smartphone or tablet)

Accounting firms can learn more about the integration my visiting the SmartVault for QuickBooks Online page on the SmartVault website.

This is just one more example of how today’s leading cloud vendors are helping firms work the way they want to work!

 

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Darren Root, CPA, CITP, CGMA

Darren Root, CPA, CITP, CGMA

Growth Strategist

Darren Root, CPA, CITP, CGMA, is Growth Strategist for Rightworks, where he delivers value to accounting firms every day via current, relevant thought leadership. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren’s real-world experience and innovative ideas incite both clarity and excitement among our customers as they work to build their own modern, highly profitable and technologically savvy firms. Over the years, Darren has earned numerous awards as an influencer and continues to add to the profession’s broad knowledge base via books and podcasts: Top 100 Most Influential People award Top 25 Thought Leader award Author of The Intentional Accountant Co-author of The E-Myth Accountant