Product Overview – SmartVault at a Glance

SmartVault provides an intuitive, Web-based solution for users to store, access, and share all their documents easily and securely. With features that simplify going paperless — from wizards that interface with your scanner to unique integrations with popular business applications like QuickBooks® — you'll be up and running in minutes. SmartVault's Software-as-a-Service (SaaS) solution allows you to access documents any time and from anywhere via a Web browser or Internet-enabled mobile device. There is no new hardware to install or configure.

SmartVault is composed of four independent but integrated components described on the following tabs. To learn more about how SmartVault works, check out our online library of product tours, or visit our comprehensive Features page.

Portal

SV Drive

Toolbar

Inbox

Requirements

 

SmartVault System Requirements

For your computer, you will need:

• Microsoft Windows XP, Windows Vista, or Windows 7
• An Internet connection
• A Web browser (Internet Explorer 7.0+ or Mozilla Firefox 3.0+ are recommended)

SmartVault supports the following versions of QuickBooks®:

• US QuickBooks (2006-2010)
• Canadian QuickBooks (2008-2010)
• UK QuickBooks (2008)

You should have the latest updates for QuickBooks 2010 (R5) for SmartVault Toolbar to work properly. For a complete list of system requirements, see the Requirements List.