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 Toolbar

Unique plug-in for QuickBooks lets you work in a familiar application

With its seamless integration with QuickBooks®, the award-winning and patent-pending SmartVault Toolbar plug-in has virtually no learning curve. Users can intuitively attach documents and notes directly to 30 different entries in QuickBooks, offering built-in organization for files and source documents. Access documents directly from QuickBooks or any time and from anywhere via the SmartVault Web Portal or SmartVault Drive.

   Demo: Scan and Attach Documents to QuickBooks Entries

With the SmartVault Toolbar, you can:

• Attach documents: Use the SmartVault Toolbar to scan paper documents directly to SmartVault, browse your local hard drive, or select a file from the SmartVault Inbox.
• View documents: The folder icon tells you how many documents are associated with each QuickBooks entry, and allows you to view, print, and edit documents with a single click.
• Add notes: Create memos for QuickBooks entries to keep records of important details.