Simple and Secure Document Management for QuickBooks

By SmartVault Corporation

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Free 30 Day Trial. No credit card required. Pricing starts at $29/month for 2 users.

Pricing details

About this app

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.

Attach source files directly to entries in QuickBooks

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.



SmartVault 4.8 5 27 27
Does what it says.. Brilliant, simple and very effective. Only had a couple of queries and support responded within 3 minutes. Highly recommend. August 13, 2014
Support is Substandard Of the 5 Clients I have given access to a SmartVault portal file, 3 have had problems with uploading. The only error message is Failed. I searched on this message on the website and the answer was to delete the cookies. That didn't work, so I called the support line. Support line offered to set up a case. Well, gee, I can do that online. So I did. That was Tuesday. Today is Thursday and no answer. There is no way this level of service is compatible with Lacerte, a program I have stuck with in large part because their support by phone and email is exceptional. Unfortunately since Lacerte will not be supporting DMS, and this system is what they have chosen to partner with I feel stuck. July 31, 2014
SmartVault Gives Me and My Personal Documents Peace of Mind SmartVault is the cloud storage dream -- well designed, smart, secure, and wonderful support when you need. The integrations with QBD, QBO, and other key financial apps we use are seamless. My most confidential and sensitive documents live in SmartVault and will continue to for many years to come. July 3, 2014
Easy! We use SmartVault as a way to attach receipts to Bills and Checks in QuickBooks and it's easy to navigate between vaults and assign access to specific information. July 2, 2014
Super easy to use! This app has done wonders for our company. It is a secure network where we can save and store everything pertaining to accounting and finance. I have control over who sees certain documents and folders, which is nice. I've also used it for our outside clients to review invoices and receipts monthly. I would recommend this app to anyone. May 15, 2014
Great for bookkeepers! I use SmartVault not only to store all important information that clients send me, as well as integration with Quickbooks. I *love* that I can attach docs to my clients through QB and it's a great feature for bookkeepers. :) February 18, 2014
Well designed, easy to use! I just recently went to QB online but I still wanted to attach documents to customers. Smartvault is enabling me to do that. On my desktop and on my I-phone. I think I had it loaded and working in 30 min or less. It enables me to be more paperless and view documents when I am on the go. February 3, 2014
SmartVault---Very Smart I have been looking for the right fit for Document management. Need a desktop drive, with cloud/mobile access and great client portal, security, all for the right price. SmartVault so far is making it happen and now I can link those same documents to Intuit QBO. I could ask for more......and I think SmartVault listens to their user base. Thank you! January 24, 2014
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Support & FAQ

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
(866) 674-6785


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