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

Web Drive

Toolbar

Inbox

Requirements

 

SmartVault Toolbar

Unique integration with QuickBooks lets you work in a familiar application

With its unique integration with QuickBooks®, the award-winning and patent-pending SmartVault Toolbar 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 Web 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.