Solutions Overview

SmartVault provides an intuitive, Web-based solution for users to store, view and share files securely any time and from anywhere. Quickly organize and view all your files online and enjoy secure offsite backup and recovery of your data. Enhance your brand and overall professional image by custom branding the SmartVault document portal with your company logo, custom colors and links. SmartVault also offers a unique plug-in for QuickBooks® creating a seamless user experience for scanning, attaching, and finding documents within a familiar application. SmartVault's Software-as-a-Service solution means that you can access documents any time and from anywhere via a Web browser or Internet-enabled mobile device and there is no new hardware to install or configure.

Solutions for Businesses

For today's fast-moving business environment, the easier the better when it comes to technology. At SmartVault, we know this, which is why we designed the easiest way for businesses to store, view, and share documents. With smart technology for fast, high-performance scanning, secure online document storage, custom branded document portals, and easy workflow and collaboration, you can immediately transition to a highly efficient paperless environment and streamline how you work and communicate with your accountant, business service providers, and customers. With SmartVault, you can:

Go paperless in minutes
Work within a familiar environment — no learning curve
Securely store, view, and share documents remotely
Extend your company brand to SmartVault's document portal
Enjoy automatic offsite back up of all your data and documents

Learn more about why SmartVault is the smartest paperless solution for your business.

Solutions for Accounting Professionals

With SmartVault, you get a single solution for managing your documents and an easy to use client portal for securely sharing files online. New IRC updates have stricter requirements regarding the transfer of sensitive data, and firms are looking for technology solutions to help them stay in compliance.

With SmartVault, you can create a secure, custom branded client portal to safely share and exchange files. 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. Whether your focus is on tax, write up services, or client bookkeeping, you will save time, stay in compliance and increase your productivity with SmartVault. With SmartVault, you get: