With SmartVault document management, you get a cloud drive to store and access files online, a secure client portal to share documents, and seamless integration with QuickBooks to attach source files to entries in QuickBooks or QuickBooks Online.
Go paperless and stay audit ready by attaching source files to entries in QuickBooks and QuickBooks Online, including: bills, invoices, vendors, customer records – even transactions and list items! Scan, browse or just drag and drop files into the SmartVault Toolbar. Once stored in SmartVault, files are available from QuickBooks or right from your browser or mobile device.
Increase efficiency by giving your office staff a secure, easy-to-use Inbox for queuing documents for later processing - just upload or drag and drop files in! Also great for clients to securely send files to their accountant or bookkeeper.
Share files securely with employees or people outside your business with a secure document portal. Get custom branding, email notifications, version history, full text search and audit reporting. Great view in browser lets you view files instantly without having to download first.
Securely access the file you need, when you need it from any Web browser or mobile device. Quickly and easily share documents with users inside and outside of your company.
Upload email attachments to SmartVault and send secure links to files and folders stored in SmartVault without ever leaving Outlook. With the SmartVault plug-in, Outlook can be at the center of your workflow when it comes to securely sharing and managing your files.
Check out our growing ecosystem of apps that are integrated with SmartVault. Attach a file inside your CRM app and access that same file from QuickBooks or directly from a browser or your mobile. That’s the power of central document storage. That’s the power of SmartVault!
SmartVault is dedicated to ensuring you have a great experience with our service. Take advantage of our 24/7 online Learning Center full of videos, getting started guides, best practices and tutorials.
Contact us by phone, email, or by visiting www.smartvault.com/support.
Free 30 Day Trial. No credit card required. Pricing starts at $29/month for 2 users.
|SmartVault||29||2||QuickBooks / QuickBooks Online integration plus full document management capabilities. Additional employee users $10/mo Additional QB/QBO company files $9/mo. All plans include unlimited guest users|