SmartVault provides the easiest way for businesses and accounting firms to store, access and share documents online. From built-in wizards that interface with your scanner to integration with popular business applications like QuickBooks® — you can immediately transition to a highly efficient paperless environment and streamline how you work and communicate with your accountant, business service providers, and customers. With SmartVault, you get:
• Secure online document storage: Single solution to securely store and manage all your documents. Create and organize folders based on your business needs, map existing folders or Windows drives directly to SmartVault, and enjoy peace of mind with offsite back up and recovery of your data and documents.
• Ability to easily access and share files: Access and share documents any time and from anywhere via the Web or Internet-enabled mobile device. Simple invitation model allows you to share files with one person or multiple people.
• Fast, easy scanning: Go paperless in minutes (not days)! Built-in wizards integrate with many popular scanners so you can turn documents into digital files in one click.
• Unique integration with QuickBooks: SmartVault transforms QuickBooks into a paperless system that is simple and intuitive. Attach to and view documents from over 30 QuickBooks transactions using the integrated SmartVault Toolbar. Also enjoy built-in organization of your files and source documents.
• Enhanced workflow and collaboration: Everyone is looking for a productivity boost. Having the ability to share files and collaborate on work helps your business gain efficiencies. With SmartVault, you can easily exchange documents internally as well as with your accountant, bookkeeper, or other business service provider to keep work moving along efficiently.
THE SMARTVAULT WEB PORTAL: SECURE DOCUMENT STORAGE AND FILE SHARING
The SmartVault Document Portal is where you can access and manage all your files and documents. Quickly and easily share documents or folders with one or more people and custom brand the Document Portal to extend your own company's brand. You can access the Portal securely from a Web browser or Internet-enabled mobile device. With the SmartVault Web Portal you can:
• Use the new Files and Folders view to quickly share and view specific files
• Create and manage your folder hierarchy
• Manage authorized users and access rights
• Upload documents to the SmartVault Inbox or a folder you've created
• Get an at-a-glance view of tasks, including notes and your items waiting in your Inbox
• Update and manage your account preferences
THE SMARTVAULT TOOLBAR: UNIQUE PLUG-IN FOR QUICKBOOKS
With its seamless integration with QuickBooks, the award-winning SmartVault Toolbar plug-in has virtually no learning curve. Users can intuitively attach documents and notes directly to 30 different entries in QuickBooks, offering built-in organization for files and source documents. Access documents directly from QuickBooks or any time and from anywhere via the SmartVault Web Portal or SmartVault Drive. With the SmartVault Toolbar, you can:
• Attach documents: Use the SmartVault Toolbar to scan paper documents directly to SmartVault, browse your local hard drive, or select a file from the SmartVault Inbox.
• View documents: The folder icon tells you how many documents are associated with each QuickBooks entry, and allows you to view, print, and edit documents with a single click.
• Add notes: Create memos for QuickBooks entries to keep records of important details.
THE SMARTVAULT DRIVE: MAP A NETWORK DRIVE TO SMARTVAULT
Use the SmartVault Drive to create folders and browse, upload, and download documents in a familiar Windows Explorer-type interface. SmartVault users can now create folders and build a hierarchy based on their business needs. If you already have a folder hierarchy, just use the mapping functionality to map multiple folders or an entire drive to SmartVault. With the click of a mouse, you can copy your files to SmartVault. It's easier than ever to back up your files for secure online file storage and document sharing. With the SmartVault Drive, you can:
• Browse, search, upload, download documents via a familiar Windows Explorer-type interface
• Create, rename, or delete files and folders quickly and easily
• Map a Windows drive directly to SmartVault — just drag and drop files and directories from Windows Explorer
• Save To feature allows you to save documents from any Windows-based application directly to SmartVault
• Sync local folders directly to SmartVault using GoodSync. Learn more about GoodSync >>
• Drag and drop emails or email attachments from Outlook directly to the SmartVault Drive, Inbox, or Web Portal