Accountant Solutions

"SmartVault is going to change the way I do business. I love being able to attach documents to transactions, and I'm really looking forward to using it to collaborate with my clients."

— Nancy Engst, CPA, QB Accounting

Overview

Why SmartVault?

How It Works

Client Bookkeeping

Testimonials

Streamline Client Bookkeeping

The unique SmartVault Toolbar integrates with QuickBooks and allows you to scan and attach documents directly to more than 30 entries in QuickBooks. Documents can be accessed via QuickBooks or anytime, anywhere from a Web browser, which enables collaboration between accounting professionals and their clients. The unique integration with QuickBooks enables you to work within a familiar interface, which eliminates the time and cost associated with training.

You can also configure SmartVault to back up the QuickBooks company file so you always have the latest copy — eliminating costly clean up time and reducing the risk of errors.

SmartVault makes easy work of organizing client documents, including invoices, reports, contracts, emails, bills, receipts, and more. Enhance your bookkeeping workflow and save countless hours by eliminating manual, paper-based tasks.

Check out our Using SmartVault in Your Practice Guide for best practices on implementing SmartVault in your firm.

SmartVault Client User Packs

Accountants and bookkeepers who perform client bookkeeping tasks using QuickBooks® can manage multiple clients from a single SmartVault account with SmartVault Client User Packs. You can add Client User Packs to the Individual, Team, and Professional plans.

With the Client User Packs, your clients will have the ability to:

Use the SmartVault Toolbar to scan, attach, and access documents directly from within QuickBooks
Use the SmartVault Inbox to scan and upload documents for later processing by you or your team
Upload, search, and share files over the Web

And you will benefit from:

Premium technical support
Additional 5 free hours of orientation and training for your firm or your clients

Client User Pack Pricing

You can purchase Client User Packs as an optional add-on to the Individual, Team, or Professional plan. They are not a stand-alone plan. View plans and pricing.