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.
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.”