Powered by SmartVault

With SmartVault, you get a single solution for managing your documents and a document portal to easily and securely share files online. New IRC updates have stricter requirements regarding the sharing of sensitive data, and firms are looking for technology solutions to help them stay in compliance. With SmartVault, you can create a secure, custom branded client portal to safely share and exchange files. To streamline client bookkeeping, you can leverage the SmartVault Toolbar plug-in for QuickBooks and enjoy a seamless user experience for scanning, attaching and finding documents within a familiar application.

Whether your focus is on tax, write up services, or client bookkeeping, you will save time, remain in compliance and increase your productivity with Smartvault. With SmartVault, you get:

• A single solution for document management
• Easy and secure file sharing
• Custom branded document portal
• Seamless plug-in for QuickBooks
• Built-in wizards for one-click scan & upload
• Free training!

Store Documents, Share Files, and Collaborate with Clients using QuickBooks

If you are an accountant, bookkeeper, or service provider managing multiple clients, you'll gain efficiencies in your workflow and get more out of going paperless when you invite your clients to scan or upload documents (receipts, bills, invoices, etc.), share files and collaborate with SmartVault. Imagine the productivity gains if:

Your clients could scan and upload receipts, bills and invoices directly to you for processing - no more waiting for snail-mail or driving to clients' offices
You always had access to the latest copy of the QuickBooks company file for generating reports, journal entries, and other accounting tasks
Source documents were at your fingertips in the event of an audit

SmartVault Client User Bundles give you the ability to purchase the SmartVault Desktop software for use with your QuickBooks clients, so clients can use the SmartVault Toolbar plug-in for QuickBooks, the SmartVault Inbox and the SmartVault Drive. This allows you and your clients to access and share the data and files you need to work smarter and more efficiently.

Save an additional 10% when you select annual billing

Click here to take a video tour and find out more about using SmartVault in your accounting firm.