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

 

A Single Solution for Accounting Firms

Online Document Management and Secure, Compliant File Sharing

With SmartVault, you can easily and securely store, view, and share all of your firm and clients' documents. Quickly organize your files and access documents any time and from anywhere, and stay in compliance when sharing files containing sensitive or confidential information.

New Internal Revenue Code updates have stricter requirements regarding the sharing of sensitive data and firms are looking at technology solutions to help them stay in compliance. SmartVault allows you to create a custom branded client portal to securely share and exchange files. Clients can easily upload files or browse, open, and download folders they have been authorized to access - all within a very easy to use, "no training required" interface. Send links to files from the portal or directly from Outlook depending on your workflow. Read more about how to safely use email to send files in The Insecurities of Email (pdf) >>

You can also leverage the SmartVault Toolbar plug-in for popular business applications like QuickBooks® to create a seamless user experience for scanning, attaching and finding documents within a familiar application. Learn more about the SmartVault Toolbar plug-in for QuickBooks.

Whether your focus is on tax, write-up services, or client bookkeeping, you will save time, remain in compliance and increase your productivity with SmartVault. Get started with a SmartVault Professional Plan and enjoy a 30-day free trial. OnDemand Webinar: Putting SmartVault into Practice at Your Firm >>

The Benefits of SmartVault in Your Practice

• Secure, compliant file sharing. Access and share files any time and from anywhere. With new IRS regulations, sending sensitive business documents as attachments via email is a compliance risk. Encrypting with passwords has its own management complexity and risk. With SmartVault, you can send a link to a file via email or directly from the portal - your client see's only the documents and folders you've given them access to.
• Ease of use for firm and clients. Save a file directly to a folder in SmartVault, and set up notifications so that an email is sent to your client or colleague letting them know a new file has been uploaded. The productivity gains are massive with this type of workflow. Setup is easy for your staff with customizable folder templates for easy replication. Our built-in wizards integrate with most popular scanners so you and your clients can turn documents into digital files in one click. Need a scanner? Check out our specially priced ScanSnap Bundles >>
• Custom branded client portals. Give your clients a secure portal for accessing and uploading files, branded with your firm's logo and color scheme. You can even create a custom URL and link to SmartVault right from your company website. Video Tutorial >>
• Unique integration with QuickBooks. SmartVault transforms QuickBooks into a paperless system that is simple and intuitive. Attach to and view documents from over 30 QuickBooks transactions using the integrated SmartVault Toolbar. Also enjoy built-in organization of your files and source documents. Learn more about SmartVault and QuickBooks >>
• Secure, encrypted data transmission. SmartVault ensures you stay in compliance with legal regulations regarding the privacy and security of confidential information. All interactions with SmartVault occur over an encrypted channel. We employ AES-256 SSL to protect your documents while in transit. SmartVault uses the Payment Card Industry (PCI) Data Security Standard (DSS) as a framework to provide robust security processes that incorporate prevention, detection, and appropriate response to security incidents. You can set permissions granularly by folder and monitor who accesses files and when with our User Activity Logs. Learn more about SmartVault Security and Privacy >>

Be sure to visit our Accounting Firm Resource Center, designed to help accounting professionals introduce SmartVault to their clients and get the most out of the SmartVault solution.

SmartVault Team Plan 3+ Users 3 Full Access Users 15 GB Web Storage Up to 100 Guests (Portal-only access) Ideal for smaller firms, the Team Plan includes: Custom Branded Portals Drive Mapping QuickBooks Integration Email Notifications $59/month*

SmartVault Professional Plan 5+ Users 5 Full Access Users 30 GB Web Storage Unlimited Guests (Portal-only access) The Professional Plan includes all Team Plan features, PLUS: Full-Text Search User Activity Logs Premium Technical Support Free Training $99/month*

*Annual billing option available. Save an extra 10% when you pay annually!

Streamline Client Bookkeeping with QuickBooks Plug-In

If you offer client bookkeeping services in your practice, then you'll want to check out our Client User Packs. These give you the ability to purchase the SmartVault Desktop software, plus additional Web storage for use with your QuickBooks clients, so clients can use the SmartVault Toolbar plug-in for QuickBooks, the SmartVault Inbox, and the SmartVault Drive. Learn more >>

SmartVault in a Hosted Application Environment

We recognize that thousands of accountants and their clients enjoy the benefits of a managed desktop. SmartVault has partnered with the industry's leading Application Service Providers (ASP) to deliver its solution to customers in a hosted environment. Learn more about the benefits of SmartVault in a hosted environment and get a list of our hosting partners.