How does SmartVault transform QuickBooks into a simple document management system?
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
How do I know which SmartVault edition is right for me?
SmartVault Business Edition - If you are managing a QuickBooks company file for your own business, you'll want to sign up for Business Edition. Plans start at $19/month with your first month free.
SmartVault Accountant Edition - If you are an accountant or bookkeeper managing multiple clients on QuickBooks, you'll want to sign up for Accountant Edition. You'll get a free vault for your won QuickBooks company file, and client vaults start at only $17.10/month.
Can I see a demo?
You can always view our recorded Product Tours at www.smartvault.com/home/Take-The-Tour.cfm or sign up for our SmartVault in Action webinar series at: http://www.smartvault.com/about-us/events/SmartVault-in-Action-Get-to-Know-SmartVault
How does SmartVault improve collaboration between accountants and their clients?
Getting documents to your accountant or bookkeeper via faxes, unsecure e-mail, shoeboxes and snail mail can be time consuming and highly inefficient. With SmartVault, you can either scan or simply drag and drop documents from your desktop or e-mail directly into the SmartVault Inbox—from there, your accountant can process the documents directly into QuickBooks. With all of that time saved, you can focus on growing your business – instead of being buried in paper.