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!

Virtual Bookkeeping
SmartVault is the industry standard. There is no other product like it… I can’t imagine having an efficient and profitable bookkeeping practice without it!
Gabrielle Fontaine, Professional Bookkeeper
I absolutely love that I’ve lost the paper and everything is digital now. When I travel to meet with clients, or when my husband and I take a vacation, I can take my entire office with me.
Eva Harvey, Owner
We use the SmartVault client portal to communicate with clients and deliver files. It’s so efficient, and it’s the level of digital service that the majority of our clients expect.
Gary Kreitz, CPA