Integrated QuickBooks Document Management
Scan and attach source documents to any entry in QuickBooks* with the patented, award-winning SmartVault Toolbar.
Gain Massive Efficiencies in Your Workflow
Your our your clients can scan to an electronic Inbox, and queue documents for processing in QuickBooks.
Safely Store and Share Documents Online
Get a branded portal for storing and sharing all your files (not just those attached to QB). Files are secured by AES-256 bit encryption.
Stay Audit-Ready and In Compliance
With integrated source documents attached to QuickBooks, you're always audit-ready. User activity logs ensure compliance.
Anytime, anywhere mobile access
Your documents go with you everywhere, with our mobile apps. Access your files anytime, anywhere, from any web-enabled mobile device.
SmartVault vs. QuickBooks Doc Center
We know what you're thinking — how is SmartVault different from QuickBooks Doc Center? The simplest answer is that SmartVault is designed for ALL your files... not just those associated with QuickBooks. And we take security very seriously. But that's just the tip of the iceberg. Check out our latest whitepaper for the full scoop:
Management... and Beyond!
An Ecosystem of Integrated Apps
Scan a document into your CRM app and sync that document to the same customer record inside QuickBooks! Only SmartVault gives you integration of attached documents across multiple applications, including expense management, CRM, and more. SmartVault is also partnered with leading application hosting providers.
Learn more about our Integrated Apps »
Loved by Thousands of QuickBooks Users
Our customers rate us on Intuit Apps!