SmartVault for FreshBooks

SmartVault ‘Inside’ FreshBooks

FreshBooks is cloud accounting that’s always available, and always easy to use. If FreshBooks is your accounting system of choice, now it can be at the center of your online document storage and file sharing workflow, too! SmartVault has extended its patented, award-winning Toolbar to integrate with FreshBooks, so you can instantly scan and attach documents to entries in your cloud accounting apps. Source documents are always at your fingertips, ensuring that you’re always organized and audit-ready.

Online Document Storage and Secure File Sharing that’s Built for Business

SmartVault gives you all the convenience of a cloud drive, with the security and compliance features you need for your business. Best of all, SmartVault also integrates with your favorite business apps, so you can go paperless without changing the way you work today. With SmartVault, you can:

  • Attach source documents directly to entries in FreshBooks, so you’re always audit-ready
  • Customize your folder structure for storing documents online
  • Securely share files with your own custom branded client portal
  • Access your files anywhere with SmartVault’s mobile apps (or any web browser)
  • Control and monitor user access so only the right people have access to the right files

Get Started with SmartVault for FreshBooks in 3 Easy Steps

  1. If you haven’t already, start your free trial of SmartVault… there’s no risk and no credit card required
  2. Follow the steps to Install the SmartVault Browser Extension for FreshBooks
  3. Start attaching files directly to FreshBooks entries

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