SmartVault is working with application developers and solution providers to embed SmartVault “Inside” the applications you use every day, to give you a single document management solution that lets you work the way YOU work. If there’s a product you want to see integrated with SmartVault that’s not listed below, we want to hear about it.
Scan and attach documents and notes directly to over 30 entries in QuickBooks, and securely backup, restore, and share QuickBooks company files.
SmartVault is the only solution for QuickBooks Online that lets you attach and view source documents (receipts, bills, invoices, employee records) to transactions inside of QuickBooks Online.
The only built-in document management for ProSeries. Print and securely share returns with an integrated client portal – all in one easy step.
The only built-in document management for Lacerte. Print and securely share returns with an integrated client portal – all in one click.
SmartVault now integrates with FreshBooks, so you can scan attach documents directly to entries in your favorite cloud accounting app.
SmartVault now integrates with Xero, so you can scan and attach documents directly to Xero entries… beautiful accounting just got more beautiful.
Let Outlook be at the center of your workflow when it comes to securely sharing and managing your files. You can send, receive and securely manage documents securely right from inside Outlook to work the way YOU work. The Plug-in is free for all SmartVault Users.
Upload documents directly to SmartVault and relate them to specific records in MethodCRM. Documents automatically appear in QuickBooks via the SmartVault Toolbar.
Tallie intelligently scans, categorizes, and matches receipt and credit card data, automatically generates expense reports, and syncs expense data directly to QuickBooks for seamless reporting and processing of expenses.
Scan and attach documents to ACCTivate!, the most feature-rich inventory management software designed for QuickBooks® & Intacct®.
Scan and attach documents and notes to entries Results’ seamlessly integrated CRM system and enjoy bi-directional integration with QuickBooks.
FileThis Pro offers effortless document collection for CPAs, accountants, and tax pros
Enter time and expense data into SpringAhead, attach supporting documents, and export it all to SmartVault and QuickBooks.
SmartVault integrates with the ScanSnap scanner series for one-touch scanning to QuickBooks, the Cloud, and beyond.
The Canon imageFORMULA P-215 personal document scanner is your mobile gateway to the cloud, with one-touch scanning to SmartVault.
Nexonia Expenses is a highly configurable expense reports system with a leading web interface and outstanding mobile clients that greatly simplifies the expense management process.
By connecting SmartVault to Hubdoc, backup of your key financial documents is automatic and effortless. Hubdoc centralizes your bills, receipts and statements and routes them into the correct SmartVault folder – automatically.