SmartVault

How to keep sensitive client data out of the hands of identity thieves.

Under the agreement, SmartVault will continue operating as a separate business unit with the same brand, employee base and Houston offices, and will retain its U.S. management team, led by founder Eric Pulaski. Financial details of the acquisition were...

While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal

Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...

On the Books is a monthly roundup of news briefs and events that have an impact on accounting firms.

SmartVault, a provider of online document management and secure client portal solutions, has launched the newest version of SmartVault for Accountants. This new release addresses several common challenges that accounting professionals face daily—from ...

SmartVault offers users both document management capabilities, as well as a portal for sharing files. What makes SmartVault different from similar products is the built-in interface to QuickBooks, QuickBooks Online, and Microsoft Outlook.

Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...