Accountant Solutions

"SmartVault has been an awesome solution for our firm's document management and client portal needs. It couldn't be easier. Being a virtual firm means we have specific needs as to our processes—they all have to be in the clouds, and they have to be secure. SmartVault delivers these things in the area of document management. Their support has been great on setting up our local web drives on our Macs, PCs and smart phones. Our documents and client portals are securely available to us everywhere we are!"

— Jason Blumer, CPA.CITP, CFE

Overview

Why SmartVault?

Client Bookkeeping

Testimonials

 

Streamline Client Bookkeeping with the SmartVault Desktop Software

In addition to using the SmartVault Web Portal for secure file storage and file-sharing capabilities, your clients can also leverage the SmartVault Desktop software to streamline your bookkeeping workflow and save countless hours by eliminating manual, paper-based tasks. The software, which includes the SmartVault Toolbar plug-in for QuickBooks, SmartVault Inbox, and SmartVault Drive, delivers multiple options, integrated seamlessly into your business process, for easily uploading, accessing, and viewing files.

We've bundled the SmartVault Desktop Software with additional web storage to create the SmartVault Client User Packs. These packs can be added on to a SmartVault Individual, Team or Professional plan. Check out our special Client User Pack Bundles for Accounting Professionals and take advantage of our discounted pricing.

Your clients can use one or all three of the software components, along with the SmartVault Web Portal, with the purchase of a Client User Pack.

The SmartVault Desktop software includes:

• SmartVault Toolbar Plug-in for QuickBooks— enables you to scan and attach documents and notes to more than 30 different entries in QuickBooks, offering built-in organization for files and source documents. Learn more >>
• SmartVault Inbox— allows users to scan or upload documents into an electronic holding repository, and retrieve them for later processing. Remember the "old school" Inbox that still sits on many desks and is part of the daily workflow? The SmartVault Inbox lets you lose the paper tray, allowing one person or multiple people to quickly scan and upload documents and convert paper documents to digital format. Learn more >>
• SmartVault Drive— you can map a network drive directly to SmartVault, and access your files through Windows Explorer, Mac Finder, your mobile device, or any WebDAV client. By creating folders, you can browse, upload, and download documents in a familiar Windows-Explorer type interface, and use SmartVault just like any other network share or local hard drive. You'll also be able to drag-and-drop, edit, and save documents directly to SmartVault from any application. Learn more >>

SmartVault Client User Packs offer your clients use of the SmartVault Desktop Software + Additional Web Storage

Accountants and bookkeepers who perform client bookkeeping tasks using QuickBooks® can now offer their clients use of the SmartVault Desktop Software. You can add Client User Packs to the Individual, Team, or Professional Plans during the Sign Up process, or you can check out our Client User Pack Bundles for Accounting Professionals for discounted pricing.

Client Users	Web Storage	Price
5	10 GB	$25/month
10	20 GB	$50/month
25	50 GB	$125/month
50	100 GB	$250/month
75	150 GB	$375/month
150	300 GB	$750/month

*If your clients do not need the SmartVault Desktop software, you can still use the SmartVault Web Portal to share and exchange files securely. You can invite your clients in as Guest users. Guest users are free, and only have access to the Web Portal. Each SmartVault plan comes with a fixed number of Guest user licenses. The SmartVault Professional Plan includes unlimited guests.