Learn how to instantly scan and attach documents directly to transactions in QuickBooks. Just click the paperclip icon, click Scan, and scan in your document. You'll be able to preview and name the document,right inside of QuickBooks.
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See how easy it is to drag documents from your local hard drive, or Outlook, onto your SmartVault toolbar.  Simply drop the documents into your SmartVault toolbar and view them later by clicking on the Folder icon. 
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The SmartVault toolbar makes it simple to scan documents for later processing—with or without QuickBooks. Discover how easy it is to add documents from files already on your hard drive or scan a new document to your Inbox. 
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Use SmartVault’s Notes feature to attach important reminders and other text directly to your QuickBooks entries. You can even mark your Note as urgent and watch the indicator on the SmartVault toolbar turn red to denote its status. 
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Leverage your SmartVault Portal to manage your account setting, as well as to view documents and invite other users into your vault. For ease of use, the Portal organizes your QuickBooks files by transaction type – just select the vault, company name, and file to view your documents. 
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Secure off-site backup of your QuickBooks files is just a couple of clicks away. Begin by simply right clicking the system tray and follow the prompt to back up your company files to your vault. 
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Managing clients on SmartVault has never been easier. With SmartVault Accountant Edition, accountants can create a separate vault for each client, and manage them from an easy-to-use client dashboard. Learn how to get started with your first client vault now. nbsp;
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See how easy it is to set up your entire accounting firm on SmartVault. Add other members of your firm at no additional charge. View this chapter to learn how to invite your firm users.  
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Accounting firms using SmartVault Accountant Edition can invite clients to view and upload documents to their vaults. Learn how to invite your client in just a few clicks.  
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Collaborate and share QuickBooks documents with other users via the SmartVault Portal. Simply click the “invite a user ” link and enter their e-mail address. You can then determine whether to grant full or limited access to your Portal, Inbox, and documents.
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