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

The Ultimate Paperless Office for Your Firm and Your Clients

With SmartVault, you can easily and securely store, access, and share all your documents online. Streamline workflow between you and your clients with SmartVault's Portal and unique integration with QuickBooks®, and make paperless a reality. Whether your focus is on write-up services, client bookkeeping, or a little of both, you will save time and increase your productivity with SmartVault. Using SmartVault in Your Practice Guide >>

The Benefits of SmartVault in Your Practice

Secure online document storage: Single solution to securely store and manage all your firms' documents and clients' documents and communications. Quickly and logically organize all your documents online, and enjoy secure offsite back up and recovery of your data and documents.
Easily access and share files: Access and share documents any time and from anywhere via the Web or Internet-enabled mobile device. Exchange individual files or share entire folders internally and with clients. Eliminate time-consuming, manual filing and exchange of data via email, fax, FTP, USB, or CD.
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 2010.
Streamline workflow and increase productivity: Manage and organize client workflow and convert documents into digital files quickly with the SmartVault Inbox. Simple invitation model allows you to invite clients to access and share files easily via the Web Portal.
Ensure security of data and files in the cloud: Storing your data and documents in a secure offsite data center gives you protection against loss in the event of a disaster. Files are stored in a secure, fully redundant SAS 70 Type II compliant data center backed by proven procedures to ensure that your files are safe.
Enjoy fast, easy scanning: Go paperless in minutes (not days)! Built-in wizards integrate with many popular scanners so you and your clients can turn documents into digital files in one click. Learn more about SmartVault integration with ScanSnap series.