Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in […]
The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.
Small business accounting and tax company Intuit has partnered with cloud document storage and sharing firm SmartVault, which will provide integrated cloud-based document management for Intuit's two professional tax systems, Lacerte and ProSeries. The combination of these professional programs is intended to further automate tax preparation workflow, from receiving source files securely from clients to printing and sharing final tax returns with a built-in custom branded client portal.
Online file storage and sharing application now works with Nexonia and Canon scanners.
Cloud definitions, strategies, and marketing messages continue to shift. What is most important is the business problem you are trying to solve and the solutions available.
SmartVault has announced the appointment of Rick Pharr, a veteran of the software industry, as Chief Operating Officer. The company is a provider of SaaS online document storage and secure file sharing solutions.
SmartVault866-674-6785www.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 Online, and would like to view images of documents linked to transactions. Strengths Secure and stable (99.9% uptime) document storage and file sharing which scales […]
SmartVault and SpringAhead, the creator of Tallie, an expense report automation system, jointly announced a powerful three-way integration with Intuit’s QuickBooks.