Product Overview – SmartVault at a Glance

SmartVault provides an intuitive, Web-based solution for users to store, view and share files securely any time and from anywhere. Quickly organize and view all your files online and enjoy secure offsite backup and recovery of your data. Enhance your brand and overall professionalism by custom branding the SmartVault document portal with your company logo, custom colors and links.

SmartVault also offers a unique plug-in for QuickBooks® creating a seamless user experience for scanning, attaching, and finding documents within a familiar application. In addition to using the SmartVault document portal users can also leverage the award-winning SmartVault Desktop software, which includes the SmartVault Toolbar plug-in for QuickBooks, SmartVault Inbox, and the SmartVault Drive for easily uploading, accessing, and viewing files.

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 (2006-2012*)
• Canadian QuickBooks (2008-2010)
• UK QuickBooks (2008)

For a complete list of system requirements, see the Requirements List.

*For more information on QuickBooks 2012, visit SmartVault Support.