The Freelance Bookkeeper: Why SmartVault is the Tool of Choice for Virtual Bookkeeping

The following is a guest post from Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor Gabrielle Fontaine. For more of Gabrielle’s awesome advice on virtual bookkeeping, visit

With cloud technology in the accounting world growing by leaps and bounds, the way freelance bookkeepers work with their clients is changing dramatically. The most exciting change by far is the move to virtual services via the cloud. With so many new tools to choose from, one stands head and shoulders above the rest: SmartVault. More than ever, SmartVault is now the must-have tool for virtual bookkeepers. Here’s why:

It works with the most popular bookkeeping programs.

Even though SmartVault started as a QuickBooks add-on, it has now grown to be so much more! Over the past few years many more small businesses are opting for web-based accounting software programs. That presents a big challenge for freelance bookkeepers (and accountants). Working with just one bookkeeping program is quickly becoming a thing of the past. Honestly, QuickBooks desktop software is no longer the only game in town. SmartVault has kept pace and makes it a breeze for bookkeepers to provide clients with audit-tight bookkeeping records not only in QuickBooks for Windows and QuickBooks Online, but also Xero and FreshBooks.

It’s the secure and affordable tool that grows with you.

Many of the professional level tools in the accounting space can be cost prohibitive for the solo freelance bookkeeper, especially when first starting out. This causes some bookkeepers to take on unwise risk that can hurt both them and their clients. They opt for inexpensive but marginally secure tools for handling clients’ sensitive financial documents. That’s a scary thing to do when we all know how rampant identity theft and fraud are online. Enter SmartVault.

SmartVault is a breath of fresh air on that score. With the new SmartVault for Accountants and SmartVault for ProAdvisors pricing, even a new business start-up bookkeeper can provide the truly professional and secure services needed, starting with their first client! It makes virtual workflow efficient and easy, no matter what type of clients are being served. Small business clients are not necessarily early adopters when it comes to new technology. Others love to be on the bleeding edge. The challenge for the virtual bookkeeper is working with a wide range of clients. SmartVault gets this. It helps by providing an easy way to both convert paper documents to electronic (and easily sharable) format, as well as secure 2-way communication. This is a god-send for bookkeepers!

The problem of creating a workflow that is easy for the client and efficient for the bookkeeper is solved with the flexible tools built right into SmartVault, such as the Inbox, the SmartVault Drive and the client portal (which can even be built into your website!) These tools all fit together to create an effective yet flexible way to fit client needs and get the bookkeeping done quickly and accurately.

SmartVault is definitely the tool that the frontline virtual bookkeepers are adopting and they find it a key tool in their business growth. But workflow methods for many new and established freelance bookkeepers is still somewhat of a mystery, especially when it comes to moving services to the cloud. If that’s your situation, great news! SmartVault provides lots of training resources on the SmartVault website (

Free Live Training for Virtual Bookkeepers This Thursday!

Others who are big fans of SmartVault also host training webinars and programs from time to time. This coming Thursday, October 17th one of those LIVE trainings is coming up! Gabrielle Fontaine, PB (me) and Eric Pulaski, the founder and CEO of SmartVault, are doing a free LIVE webinar training especially for freelance bookkeepers. You can join us and get all the details at

If you’re a freelance bookkeeper or a solo accountant providing write-up services and want to work virtually and securely with your clients, you owe it to yourself to add SmartVault to your toolbox and keep up on the latest innovations they’ve added to make our life more efficient and profitable.

About the Author

Gabrielle Fontaine, PB

Gabrielle Fontaine, PB
Gabrielle Fontaine, PB is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor who assists micro-businesses and self-employed professionals get their books under control for business growth and maximize profits on a virtual basis. She is also a nationally published author, and publishes the popular blog, The Freelance Bookkeeper, which is especially for freelance and virtual bookkeeping professionals. Learn more and subscribe to Gabrielle’s post at