Using SmartVault in Your Practice

SmartVault is easy and intuitive to use, and it complements the processes you currently have in your practice. SmartVault adapts to the current workflow you have established with your clients, and offers a robust set of features in a best-in-class user experience, so you are on your way to a paperless environment in no time. You can upload files to your vault in multiple ways, share those files based on permissions for each user, and use the workflow that works best for you and your clients. The following information is designed to help you start putting SmartVault to work in your practice.

1. Setup

2. Store & Access

3. Collaborate & Share

4. Common Uses

 

Putting SmartVault to Work

SmartVault is designed to enhance the workflow you have established in your practice. Whether your focus is write-up, bookkeeping or a little of both, you'll create massive efficiencies by adopting a paperless workflow and a secure solution for storing and exchanging data and documents. Here are a few examples of how customers have put SmartVault to work.

Share Data with Clients

Use SmartVault to upload and securely share reports with your clients. Create a folder and invite your Guest (your client) to access it. You can control your client's level of access, from read-only to create and delete permissions.

Streamline Client Bookkeeping

Save time processing bills with SmartVault. Documents can be scanned directly into the SmartVault Inbox by you or your client*. When you create the transaction in QuickBooks, you can attach the source document to the transaction. Then, you can intuitively access the documents via QuickBooks or the SmartVault Web Portal.

*Note:  You will need a Client User license to give your client access to the SmartVault Inbox for scanning and uploading documents for you to process in QuickBooks.