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Celebrating the Day. Getting Ready for Tomorrow.

Reflecting on the end of a successful tax season we have a lot to celebrate (and we did!). This was the first full tax season that SmartVault delivered integrated document management and a secure file sharing portal to Intuit® Lacerte® and ProSeries® customers, after launching the integration in the summer of 2014. Through our partnership …

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SmartVault Lands $4.5 Million in Series B Funding Round

Additional capital secured to expand development efforts and scale operations for the fast-growing vendor HOUSTON, TX – December 4, 2014 – SmartVault, a leading provider of Software as a Service (SaaS) online document storage and secure file sharing solutions, today announced that it has closed a $4.5M round of funding, backed by a group of …

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CPA Practice Advisor: “How Client Portals Make Firms More Productive”

The CPA Practice Advisor just ran their November publication featuring how client portals can make your firm more productive. We were ecstatic to see SmartVault highlighted on page 18! In the edition, CPA Practice Advisor applauds our easy-to-use secure file sharing, customizable client portals, and tight integrations. Want to see how SmartVault client portals can go …

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FileThis Document Fetching Platform Announces Integration with SmartVault to Improve Tax Preparation Workflow

Cloud-Based Document Fetching Platform for Accountants, CPAs, and Bookkeepers Automatically Fetches and Delivers Relevant Client Documents – Including Bank Statements, Payroll Information, W2s, 1099s – to SmartVault  MILL VALLEY, Calif. – November 10, 2014 – Chasing clients for documents is passé. FileThis, the digital document fetching and filing service, today announced their integration with SmartVault, …

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CPA Practice Advisor: SmartVault Document Storage Review 2014

CPA Practice Advisor: SmartVault Document Storage Review 2014

  Each year, the technology gurus at CPA Practice Advisor run over 100 software programs through a fine-tooth comb with accountants and their practices in mind. This year, SmartVault is pleased to announce our CPA Practice Advisor rating of 4.5 out of 5!  Brian Tankersley, CPA. CITP, and Technology Editor with CPA Practice Advisor, sang …

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Give a Warm Welcome to Our Newest Customer Care Heroes!

We’re ecstatic to welcome Cheri, John, Joshua and Narinder to the SmartVault team! As we speak, they are in our top secret lab learning everything there is to know about SmartVault. Their mission? To provide you with the best support and customer service superhumanly possible. So the next time you call, chat, or email us, …

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UPDATE: Intermittent Problems with Upload RESOLVED

****UPDATE**** We have restored upload capability across our service. Our engineering team continues to closely monitor this issue to ensure continued service performance. If you experience any issues, please immediately contact customer support. **************** Some customers have reported problems with uploading files to SmartVault this afternoon. The issue appears to be isolated to ‘upload’, meaning …

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To Host or Not to Host? 4 Reasons to Consider QuickBooks Hosting for You or Your Clients

As a “Customer Care Hero” at SmartVault, I work with dozens of CPAs and accounting firms every week, all with unique methods and tools for working with their QuickBooks clients. Some use SmartVault’s QuickBooks backup feature to share their QuickBooks file, a few are still driving to their clients’ offices, some are using remote access …

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SmartVault Announces Big Usability Enhancements to QuickBooks® Online Integration

SmartVault commits to providing QuickBooks Online users with a rich, interactive experience for integrating SmartVault into the QuickBooks Online workflow HOUSTON, TX – April 11, 2013 – SmartVault, a leading provider of SaaS online document storage and secure file sharing solutions, announced today that newly launched enhancements to the SmartVault-QuickBooks Online integration process focuses entirely …

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Five QuickBooks Add-On Apps Your Small Business Can’t Live Without

The Power of Connected QuickBooks Add-On Services One of the biggest trends in business technology right now is the concept of “connected services”. By handpicking your own integrated suite of tools, you can leverage the power of total integration, so that everyone in your company has access to the files, reports, and data that they …

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