Built from the ground-up for accounting professionals and QuickBooks users,
SmartVault is the leading choice of ProAdvisors for online document storage and secure client portals. Speed up and simplify your accounting workflow with:
Enjoy exclusive discounts on SmartVault,
just for QuickBooks ProAdvisors!
(billed annually or $50 billed monthly)
Save an extra 15% when you enter
Referral Code QBPROADVISOR
Scan and attach documents directly to associated entries in QuickBooks, so you have a built-in audit trail for all your source documents. Find the file you need, when you need it, and enjoy peace-of-mind in the event of an audit.
SmartVault provides industry standard security measures such as bank-level encryption, two-factor authentication, access controls and auditing to support compliance with GLBA, FINRA, HIPAA and SEC requirements.
Branded portals enhance your professional image, and help you collaborate with your staff and clients securely and easily. Give your clients a higher level of service, with anytime, anywhere access to their files.
Accounting App Integration
Audit Logs / Reporting
Full Text Search
MS Outlook Plug-In
Custom Folder Templates
Mail Merge and Email Templates
PDF Print Driver
Auto Check-in / Check-out of Files
Auto Import Client Data
“SmartVault is the industry standard. There is no other product like it… I can’t imagine having an efficient and profitable bookkeeping practice without it! ”
“Working within an online system has helped me streamline workflow and boost efficiency ... I was able to transition from hourly billing to fixed fees.”
“I absolutely love that I’ve lost the paper and everything is digital now. When I travel to meet with clients, or when my husband and I take a vacation, I can take my entire office with me.”