SmartVault Client User Bundles for Accountants and Professional Service Providers

Store Documents, Share Files, and Collaborate with Clients using QuickBooks

If you are an accountant, bookkeeper, or service provider managing multiple clients, you'll gain efficiencies in your workflow and get more out of going paperless when you invite your clients to scan or upload documents (receipts, bills, invoices, etc.), share files and collaborate with SmartVault. Imagine the productivity gains if:

• Your clients could scan and upload receipts, bills and invoices directly to you for processing - no more waiting for snail-mail or driving to clients' offices
• You always had access to the latest copy of the QuickBooks company file for generating reports, journal entries, and other accounting tasks
• Source documents were at your fingertips in the event of an audit

It's all possible with SmartVault's Client User Bundles.

Our Client User Bundles give you the ability to purchase the SmartVault Desktop software plus additional web storage for use with your QuickBooks clients, so clients can use the SmartVault Toolbar plug-in for QuickBooks, the SmartVault Inbox and the SmartVault Drive. This allows you and your clients to access and share the data and files you need to work smarter and more efficiently.

With our Client User Bundles, your clients can:

• Access the SmartVault integrated Toolbar plug-in for QuickBooks - for uploading, attaching, and viewing documents directly from QuickBooks. Learn more >>
• Leverage the SmartVault Inbox - and convert paper files into digital format in just one click. Think of the Inbox as an electronic holding repository—files remain there until you are ready to process them. If you use QuickBooks in a hosted environment, you will love the Inbox, as your clients can scan directly to the Inbox, and you can instantly process and attach them to QuickBooks. Learn more >>
• Use SmartVault to backup and restore QuickBooks company files - so you always have the latest copy. See a demo >>
• Scan smarter with built-in scanning wizards - for intuitive, one-click scanning. Learn more >>
• Map a network drive to SmartVault - giving clients the ability to browse, upload and download files in a familiar Windows-Explorer type interface and use SmartVault just like any other network share or local hard drive. Learn more>>

Pick the bundle that's right for you. We'll also provide the training you need for your firm and your clients—absolutely free.

Starter Bundle Ideal for smaller shops — start with 5 clients, add more at anytime: 1 Full Access (Firm) User 5 Client Users 15 GB of Web Storage Free Training $584/year*

Team Bundle Start with 10 clients, and add more users and clients at any time: 3 Full Access (Firm) Users 10 Client Users 35 GB of Web Storage Free Training $1,178/year*

Power Bundle Get more firm users, more clients, unlimited Guests and mega Web storage: 5 Full Access Users 25 Client Users 80 GB of Web Storage Free Training $2,420/year*

*Monthly billing is available. You can easily update your account to change your billing preference after your account is created. A monthly billing plan will reflect a 10% price increase.

Note: All client bundles include custom branded portals, drive mapping, and access to the SmartVault Toolbar Plug-in for QuickBooks.

Customize Your SmartVault Bundle

Don't see what you're looking for here? Our plans are completely customizable to meet the needs of your business. You can select the number of full access (firm) users and client user licenses that work for you. You can also add more storage space to any bundle for just $2 per GB. To build a custom bundle for your firm, visit our Sign Up Page and select the base plan that's right for you. You'll be able to add more users and the Client User Pack of your choice, in Step 2.

Need help? Our sales representatives can help you choose the perfect plan for your business or customize a quote to meet your specific needs. Call us at (866) 674-6785 or email sales@smartvault.com for more information.