SmartVault SmartRouting Feature Optimizes Document Organization for UltraTax CS Users
This integration enables users to print and automatically route documents like tax returns from UltraTax CS directly to the correct folder in SmartVault.
document storage
2016 Review of Document Management and Storage Systems
How many hours have you spent searching for document that is nowhere to be found? According to the Wall Street Journal, the average executive wastes six weeks every year searching for documents that are lost or misplaced. It’s been estimated that one ...
SmartVault for Accountants Offers Productivity-Boosting Tools for Professionals
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 ...
2015 Review of Doc.It Suite
Cloud-enabled, Doc.It offers a comprehensive suite of features designed to manage data, documents, projects and workflow. The product offers three different versions, including On-Premise Cloud, designed for those with a dedicated IT staff.