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

 

Putting SmartVault to Work in Your Firm

With SmartVault, you can streamline workflow and increase productivity in your firm. Whether you provide write up services, client bookkeeping, or both, SmartVault provides a single solution for storing and exchanging documents easily and securely. Check out our Using SmartVault in Your Practice Guide for step-by-step instructions for implementing SmartVault in your firm.

Here are some ways you can put SmartVault to work in your firm today:

• Create and Share Reports with Your Clients
• Record Month-End Journal Entries
• Streamline Client Bookkeeping

Create and Share Reports with Your Clients

Use SmartVault to upload and securely share reports with your clients. Create a folder and invite your client to access it. You can control your client's level of access, from View only to Upload.

If this scenario is what you need:

• Purchase a SmartVault plan based on the number of users in your firm.
• Each plan supports a number of Guests. You can invite Guests to the Web Portal to share and exchange documents.

Record Month-End Journal Entries

Your clients can use SmartVault to store source documents attached to a specific QuickBooks transaction. With SmartVault, your client can also back up the QuickBooks company file, so you always have access to the latest copy to record adjustments and journal entries.

If this scenario is what you need:

• Purchase a SmartVault plan based on the number of users in your firm.
• Add Client User Packs to give your clients access to the SmartVault Toolbar in QuickBooks. You can add Client User Packs to all but the Lite SmartVault plan.

Streamline Client Bookkeeping

Save time processing bills with SmartVault. Documents can be scanned directly into the SmartVault Inbox by you or by your client. When you create the transaction in QuickBooks, you can attach the source document to the transaction. Then, you can intuitively access the documents via QuickBooks or the SmartVault Web Portal.

If this scenario is what you need:

• Purchase a SmartVault plan based on the number of users in your firm.
• Each plan includes a number of Guest users. You can invite Guests to the Web Portal to share and exchange documents.
• Add Client User Packs to give your clients access to the SmartVault Inbox to easily scan documents for you to process.