SmartValut for QuickBooks

Online Document Storage,
Built for QuickBooks

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  • 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

    You and 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 is compatible with all modern versions of QuickBooks for Windows and QuickBooks Online. For a list of supported entries for attaching documents, check out our Support Article.

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:

Free Whitepaper:

QuickBooks Document
Management... and Beyond!

Download Now »

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.

SmartVault Ecosystem of Integrated Apps

Learn more about our Integrated Apps »

Loved by Thousands of QuickBooks Users

Our customers rate us  on Intuit Apps!

Penniwise Tax & Accounting Services
SmartVault came out as the clear winner... I found the system to be very easy to use, but more importantly, it was easy for my clients. I found that the majority of clients were up and running almost immediately.
Penni Echols, Owner
Marsha Gibb
SmartVault has been integral in helping us standardize client services. We were able to create our own unique, uniform filing structure within the system, so now all we have to do is duplicate the file structure for each new client. It makes the onboarding process much easier.
Marsha Gibb, Onboarding Manager
Latoya Photo
I love that I can set up and organize my files, my way... and the QuickBooks integration is fantastic! SmartVault and QuickBooks are like great friends that work very well together.
Latoya Jablonski, Partner