SmartVault Features

SmartVault is the safe and easy way to store and share your files online.

Start your risk-free trial today, and see why thousands of businesses pick SmartVault to move their files into the cloud and work more effectively.

Online Document Storage that’s Secure and Easy to Use

With SmartVault, you get more than just a cloud drive – you get a secure and easy-to-use online document storage solution for going paperless and working in the cloud. You’ll enjoy the ease and convenience of anytime/anywhere access to your documents, with the security and compliance features that you need for your business.  That includes:

  • Drive mapping on any device, so you can move to the cloud in minutes
  • Scanning wizards to make the dream of the paperless office a reality
  • Client portals for securely sharing files with people outside your business
  • Mobile apps so your files are always at your fingertips
  • Folder templates make it easy to set up a consistent folder structure for all your customers

Secure File Sharing – Protect Your Files and Stay in Compliance

If you’re still using email or an unsecure cloud drive to share sensitive files, it’s time to protect your data, and ensure compliance with SmartVault’s secure file sharing solution. With SmartVault, you can send secure links to your documents, and rest assured that only the right people have access to the right documents.  SmartVault gives you:

  • Secure client portals, branded to match your website – easy to setup and get started
  • Data Security with authenticated login and encrypted using industry standard encryption, both in transit and at rest.
  • Granular user controls so you can manage who has access to what files and assign permissions that restrict what a user can do (i.e., Read, Write, Create, or Delete a file or folder)
  • View in browser functionality lets you view files without having to download first
  • Set email alerts so you’re notified when a new file is uploaded or downloaded
  • Generate audit and compliance reports so you know who accessed what file and when

Award-Winning Integration with QuickBooks, Microsoft Outlook, and More!

SmartVault’s secret sauce is our focus on delivering integrated document management – right inside applications you are already using. Our patented, award-winning Toolbar integration with QuickBooks and QuickBooks Online makes it the #1 choice of QuickBooks users for online document storage and secure file sharing. We’ve extended our integrations to Microsoft Outlook, Fujitsu ScanSnap scanners, and a variety of other popular QuickBooks Add-Ons. No other service delivers this type of seamless integration with your apps.

  • Attach to and view files from specific records inside an application
  • Access files stored in SmartVault from other apps in the SmartVault ecosystem, or right from the SmartVault client portal
  • Ensure the right people have access to the right files…always
  • Take a peek at the growing list of integrated business applications!

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