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
Why SmartVault?
You have lots of options when choosing a solution for document management. Here are a few ways SmartVault stands apart from the competition:
- Intuitive and easy to use:
From wizards that make scanning a breeze to our patent-pending Toolbar integration with popular applications like QuickBooks®, we are passionate about providing the easiest and most intuitive paperless solution. We know that if it's not simple, you won't use it.
- Convenience of the cloud:
With SmartVault's Web-based solution, there is no software to buy, hardware to install or configure, and no costly IT consulting needed. Forget long-term contracts or large upfront costs. You can pay monthly and cancel at any time.
- Relentless drive towards innovation:
Our team is passionate about innovation — from being one of the first Software-as-a-Service (SaaS) paperless solutions to developing our patent-pending, integrated Toolbar. We understand how to leverage today's technology to solve tomorrow's problems.
- Deep roots in security:
SmartVault's senior management team has spent more than 20 years in network security, so it's part of our DNA. Our customers benefit from strict adherence and best practices to ensure the security of their data and documents. Learn more about SmartVault Security.
- New features released frequently:
As a leading SaaS solution, our customers benefit from frequent updates to the service, which provide enhanced features and functionality every few months. Traditional, on-premise software applications just can't match this. See What's New in SmartVault.
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