SmartVault

With SmartVault, you get a single solution for document management, a secure online portal for accessing and sharing files, and a unique plug-in for scanning and attaching documents in QuickBooks.

Pricing Range:
Free plan available for up to 25 MB of Web Storage!
 

Developer: SmartVault Corporation

Free Trial

How does SmartVault integrate with QuickBooks?
Using the SmartVault toolbar, QuickBooks users can scan and attach documents directly to specific QuickBooks transactions. Documents and QuickBooks company files can be accessed anytime, anywhere over the Internet, enabling collaboration and document sharing between accounting professionals and their clients. As a Software-as-a Service solution, there is no IT staff or costly consulting required. More information can be found at www.smartvault.com

Why is SmartVault an ideal solution for accounting firms?
With SmartVault, you can easily and securely store, view, and share all of your firm and clients' documents. New IRC regulations have stricter requirements for sharing sensitive documents with clients, so SmartVault's custom branded client portal solution gives you the ability to securely and easily share files with clients and stay in compliance.

What resources are available for learning more about SmartVault?
Visit our website at www.smartvault.com to explore our online product tours, learn more about the features available in SmartVault, and see pricing details. You can also sign up for a free trial of SmartVault at www.smartvault.com/signup. All plans include a free 30-day trial, and can be cancelled at anytime.

Why SmartVault?
SmartVault was built with one goal — to provide the easiest solution for storing and sharing documents online. Join the thousands of SmartVault customers who are saving time and gaining workflow improvements in a paperless environment. This solution lets you focus on growing your business, and not being buried in paper.