Founded in 2008, SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money.


SmartVault started with a vision of turning traditional online document storage on its ear. Eric, our fearless leader, looked at what was available to the small-to-medium sized businesses, and saw a pretty saturated market of DMX applications − the last thing he wanted to do was enter the space with yet another clunky enterprise workflow system. Instead, Eric discovered a missing piece of the puzzle when it came to the document management and file sharing apps that were currently on the market –integration.

Eric knew that small businesses were already getting bogged down by the dozens of apps that they need to run their business – accounting software, CRM systems, workflow tools, etc. Instead of building another stand-alone DMX tool that would just create more document silos, Eric’s vision was to document management-enable the apps and devices that small businesses are already using − providing a central online document storage system for all business-related documents that was accessible right from popular business productivity applications. Now we had the what… cloud technology became the how. After assembling a team of developers that had deep DNA in Internet security, SmartVault was born.


In any business, the accounting system serves as the system of record for all business transactions. So we decided to start by integrating with QuickBooks, the most popular accounting system for small businesses. In the summer of 2008, the first release of the SmartVault service was available to customers – a secure and easy to use online document storage system that integrated seamlessly with QuickBooks, and provided anytime, anywhere access to documents through a client portal.

Today, our customers can store all of their business documents online and securely share those files with the right people. And with our growing ecosystem of integrated applications – our customers can access and manage their documents from lots of  popular business applications, over the web, or from their mobile or tablet.


We’re trying to build a company that we would want to do business with ourselves. So the two main values we feel set us apart are customer care and usability of the SmartVault service. Learn more about the people behind SmartVault.

Our customer care team spends every day working with customers to ensure their success. From quick product demos to set-up and custom training for your colleagues or clients – our number one priority is making sure that your business gets immediate value from SmartVault. In addition to our team of humans, we have a great online learning center for you DIY-ers out there. Because we believe that learning should be on your terms – not ours.

And every day, every week, every month, we spend dedicated hours rolling out enhancements to the usability and features in our service. Some are small, you may not notice, some are big – and we shout those out pretty loudly. One of our developers actually holds the title of Customer Hero – that tells you how serious we are. If you have some thoughts to share, email Eric directly, eric@smartvault.com  (he truly loves chatting with customers).