SmartVault integrates with QuickBooks® to let you enjoy the benefits of going paperless in minutes. Attach documents, e-mails, and notes directly to entries in QuickBooks with our unique toolbar. Your documents are stored in a secure, off-site vault that can be accessed any time, anywhere from QuickBooks or a Web browser.
Go paperless without changing the way you work.
SmartVault instantly transforms QuickBooks into a simple document management system-- without the expense and hassle of learning a more complicated tool. You’ll save time and money by processing documents as they arrive, making them instantly available.
Be more prepared for audits.
By storing backup documentation directly with your accounting records, it is easier to provide appropriate materials in the event you are audited, reducing business downtime.
Reduce fraud by strengthening internal controls.
Store original images for bank records, checks, payroll, invoices, and other key documents directly in QuickBooks where they can be attached to relevant transactions. By conducting regular reviews of transactions and the actual source documents, you can more readily identify and reduce fraud.
Enjoy peace of mind for your business.
With SmartVault, your documents are stored in a secure, fully redundant SAS/70 certified datacenter. We can even backup your QuickBooks company files for an extra layer of protection.
Encourage collaboration.
Invite your accountant for free to share documents and company files over the Internet instead of using snail mail, faxes, or insecure e-mail. Leveraging SmartVault’s Inbox, you can easily scan documents, with or without QuickBooks. Simply, drag-and-drop e-mails to the SmartVault Inbox for later processing by you or your accountant– without ever opening QuickBooks!
Take the next step toward a paperless environment. See for yourself how we can help you work smarter. Try SmartVault risk-free for 30 days… then enjoy affordable pricing from $19 per month.