Reviews

SmartVault for QuickBooks Online Wins Technology Innovation Award

Innovative integration with QuickBooks® Online earns SmartVault coveted CPA Practice Advisor Technology Innovation Award  HOUSTON, TX – June 4, 2013 – SmartVault, a leading provider of SaaS online document storage and secure file sharing solutions, announced today that it was recognized for a 2013 Technology Innovation Award. SmartVault took its patented Toolbar technology for QuickBooks …

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A Side-by-Side View of SmartVault and Bill.com from ‘QuickBooks & Beyond’

We hear from lots of customers who use Bill.com for online bill pay, and are interested in understanding how SmartVault and Bill.com stack up against each other. Certified QuickBooks ProAdvisor Tim Hughes just posted an awesome side-by-side comparison of each solution on the QuickBooks and Beyond blog, with great recommendations for using both apps together. …

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CPA Practice Advisor – 2012 Review of SmartVault Corporation

By: CPA Practice Advisor SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes direct integration with QuickBooks as …

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The Sleeter Group Blog: Review of SmartVault for QuickBooks Document Management and Beyond

By: Charlie Russell Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving …

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CPA Practice Advisor: July 2011 Review of Document Storage Systems

Best Firm Fit: The nature of the SmartVault model positions it as a solution that can be utilized in any organization. The existing integration with QuickBooks increases its value in firms that use QuickBooks. Core Product Functions/Features:  SmartVault is designed and delivered as a 100% SaaS solution accessed through a user’s browser. The nature of …

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The CPA Tech Advisor: Review of Document Storage Systems

From the July 2010 Review of Document Storage Systems. SmartVault was originally designed as a doc-ument storage system for QuickBooks, but has moved towards a generic platform to store and share files, whether or not they are related to QB. CORE FUNCTIONALITY: SmartVault is a “cloud computing” solution provided in a web-hosted environment. The primary …

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The CPA Tech Advisor: Document Management Isn’t Just for Accountants

In his column, “The QuickBooks Advisor,” Doug Sleeter reviews the top paperless document management solutions for QuickBooks users. Here’s what he had to say about SmartVault: SmartVault is an online service, complemented by the SmartVault “Toolbar” that runs on the side of QuickBooks. This toolbar is the key differentiation that SmartVault’s product gives to the user. …

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Practical QuickBooks Review: SmartVault Documentation Management for QuickBooks

Charlie Russell, the founder of CCRSoftware and Computer Consulting Resources, offers his take on SmartVault’s document management solution for QuickBooks.

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SmartVault Earns 4 Stars in Document Management Review

From the June 2009 Review of Document Storage Systems by The CPA Technology Advisor.

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The Sleeter Group Notes Unique Integration with QuickBooks

Houston, TX – November 11, 2008 – SmartVault Corporation, the first web-based solution to enable QuickBooks users to securely store and share documents, today announced that SmartVault has been named one of The Sleeter Group’s Awesome QuickBooks Add-ons for 2009. The Sleeter Group, founded by Doug Sleeter, is one of the world’s most highly regarded …

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