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

"SmartVault was the right solution all around. It provided a highly secure platform for sharing documents in the Cloud, integration with QuickBooks, and is probably one of the easiest solutions to implement and learn."
Read the case study — Darren Root, CPA.CITP, Root & Associates

"If we are using the same apps as our clients, the relationship grows stronger because we can also consult on technology and process. That's why we use SmartVault for document management—not a traditional filing solution designed only with the accounting firm in mind."
Read the case study — Jason Blumer, Managing Shareholder & Chief Innovation Officer, Blumer & Associates

"Like most firms, I resisted the Cloud because of data security fears. Then I saw SmartVault in action. The combination of superior security features and ease of use sold me immediately. I spent maybe an hour or two learning and setting up the system... then it was over... I was set and ready to go!"
Read the case study — Dawn Brolin, Managing Member, Professional Accounting Solutions

"SmartVault is very easy to use, but another big factor in the success of our implementation was the superior support we received. Support staff helped us identify a file structure and helped us set up a process for sharing files with clients. And we deal with multi-entity clients, so that was no small undertaking,"
Read the case study — Bruce Phillips, CPA & Partner, Harshman Phillips

"My business has grown rapidly since implementing SmartVault. Once clients see it in action, they are sold. It doesn't matter if an accountant is tech savvy or not. SmartVault was developed so that anyone can get up and running quickly. It's smart technology."
Read the case study — Ron Urizar, President, Genesis Business Solutions

"We are always looking for ways to work smarter with our clients. With SmartVault, we're able to work more efficiently with our clients and improve our overall service."
Read the case study — Stephen King, President & CEO, GrowthForce

"It's incredibly cost-effective to operate my firm in a Web-based environment, and it provides our clients with a comprehensive online document management system. Other than the wheel and fire, I can't imagine any greater discoveries than SmartVault and InsynQ."
Read the case study — Randal DeHart, Vice President, Business Consulting & Accounting

"The technology is so advanced that it makes managing multiple locations a snap... We are now able to follow a uniform process for entering invoices, reviewing documents, and entering data into QuickBooks because SmartVault integrates with the technologies we use"
Read the case study — Don Vinson, CFO, Double V Management Group

"I've been looking for a document management system for QuickBooks for a few years, so I was really excited when I found SmartVault. It's so easy to use and the integration into QuickBooks makes it perfect for my clients and for me to use in my practice."
Read the case study — Stacy Kildal, CPA, Owner, Kildal Services, LLC

"Since we started using SmartVault at The Sleeter Group, we don't worry about losing any paperwork. Contracts, bills, client meeting notes, and employee forms are always available online wherever we are... and the data is constantly and automatically backed up."
— Doug Sleeter, President and Founder, The Sleeter Group

"SmartVault is a great product, a great value to my clients, and a great company — the support I received from the SmartVault Affiliate team is unparalleled."
— Kathy Coffman, President, Coffman Business Solutions

"All I can say is I'm blown away. It is so good that it made me cry, almost. If you have not seen this service in action and want to see something really clever and cool then visit the site. I am going to recommend SmartVault to all my clients."
— Allan Martin, President, Allan Martin, CPA

"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

"SmartVault takes the hassle out of sharing QuickBooks database files with your clients by creating the easiest way to share the most recent copies of these files."
— Randy Johnston, Executive Vice President, K2 Enterprises