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By SmartVault Corporation

Simple and Secure Document Management for QuickBooks

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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

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.



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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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