Archives

Video Demo: SmartVault for Lacerte and ProSeries

SmartVault is the only integrated DMS for Lacerte and ProSeries. In this short video, you’ll see how SmartVault gives you a document management solution and a client portal, built right into Intuit tax apps.

CONTINUE

Demo: SmartVault for Small Business

About this Video Discover how you can use SmartVault to securely store and share your files online… plus get an introduction to our integrations with QuickBooks and other popular small business apps. In this session, we’ll cover using SmartVault for: Online document storage Secure file sharing QuickBooks integration 0:00 Intro Hi, this is Eric and …

CONTINUE

Video: The SmartVault Connected Desktop (Sneak Peek!)

Get a Sneak Peek at SmartVault’s New Connected Desktop The SmartVault Connected Desktop delivers workflow efficiencies by putting all of your client information right at your fingertips, in a simple, easy to use desktop interface. With the Connected Desktop, you can: Search, sort and find files quickly – by client name or ID Scan and …

CONTINUE

Live from Scaling New Heights: Accountants Tell Us Why They Love SmartVault

Live from the show floor at the 2013 Scaling New Heights Conference, hear why these bean counters love SmartVault for online document storage, secure client portals, and integrated QuickBooks document management. Accountants Talk SmartVault at Scaling New Heights “Piles of paper are gone. I’m able to collaborate with the clients; I don’t have to have …

CONTINUE

Video: SmartVault Explainer – What SmartVault Can Do For Your Business

This is the comprehensive animated video… it’s the story of what we can do for your business, in less than 2 minutes! Documents. Did you know that if you stack all the documents in the world on top of each other, they would be as tall as four zillion basketball players? If you run a …

CONTINUE

SmartVault Client Portal Enhancements

Check out the new ‘View in Browser’ feature in the SmartVault client portal. This new client portal functionality transforms the user experience and provides an instant, effortless experience for viewing and sharing files online.

CONTINUE

New! SmartVault Integrates with QuickBooks Online

SmartVault introduces new integration with QuickBooks Online. Attach and view source documents with integrated document management for QuickBooks Online. For users of QuickBooks Online, we’ve taken SmartVault’s award-winning patented Toolbar and brought it into your web browser so you can attach documents right inside QuickBooks Online. Here’s how it works: when you go to a …

CONTINUE

The SmartVault Plug-in for Microsoft Outlook

SmartVault CEO Eric Pulaski demonstrates how you can securely share and manage files with the new SmartVault Plug-in for Microsoft Outlook.

CONTINUE

The SmartVault Solution for Businesses

SmartVault gives businesses a secure and easy-to-use solution for storing and sharing documents, and accessing them anytime and from anywhere.

CONTINUE

The SmartVault Solution for Accounting Firms

SmartVault provides a single solution for online document storage and secure file sharing. Custom branded client portals ensure you stay in compliance, and an easy-to-use interface enables a smooth transition for your clients. Leverage the seamlessly integrated Toolbar plug-in for QuickBooks and benefit from easy document scanning, uploading, and viewing from within a familiar application.

CONTINUE