SmartVault Announces Big Usability Enhancements with New Connected Desktop

The SmartVault Connected Desktop offers bridge from desktop to cloud—delivering all the benefits of cloud storage with the speed and performance of a desktop app

Connected DesktopHOUSTON, TX – October 30, 2014SmartVault, a leading provider of Software as a Service (SaaS) online document storage and secure file sharing solutions, today announced the release of its new SmartVault Connected Desktop. Connecting users to their data in a simple, easy-to-use interface designed and optimized for the desktop, the SmartVault Connected Desktop delivers massive efficiency gains in the day-to-day document workflow of accounting professionals.

“We have a customer-driven roadmap, and the Connected Desktop is evidence of that. What we heard from accounting professionals was that they needed a streamlined and faster interface to scan, upload, access, manage, and annotate their documents. We were able to quickly understand the need and work to deliver an integrated solution to solve this problem. Everyone who has seen a preview of this new feature has been incredibly enthusiastic, so I think we’ve hit the mark,” stated SmartVault founder and CEO, Eric Pulaski. “This also supports SmartVault’s vision to enable customers to ‘work the way they want to work,’ with features that deliver an optimized experience for managing their documents at the desktop or from inside the web portal.”

The SmartVault Connected Desktop is currently optimized for tax workflow, so users can:

  • Search, sort, and find files quickly by client name or ID
  • Scan and save source files directly into a client folder
  • Send clients a secure link to a document
  • Search for and filter documents by keyword or phrase
  • Expand and collapse folders by tax year
  • Export and sync clients’ documents to a local or removable disk drive
  • Drag and drop files or entire folder structures directly to (or from) SmartVault
  • Open, annotate, edit, and save files to SmartVault—just as you would to your desktop or network server

Earlier this year, SmartVault teamed up with tax and accounting software giant Intuit® to deliver an integrated document management solution for it’s large base of tax customers, automating tax preparation workflow—from receiving source files from clients to printing and sharing final tax returns with a built-in custom branded client portal. SmartVault is the recommended replacement for Intuit’s current document management system (DMS) and has been working closely with thousands of existing DMS customers as they transition from DMS to SmartVault. The Connected Desktop was conceived directly from customer feedback.

“As a former Lacerte DMS customer who recently transitioned to SmartVault, I had the chance to preview the new Connected Desktop,” said Tracy Varshawsky of Mark S. Varshawsky & Associates. “If anyone is still using DMS after [seeing] this, they are wasting their time.”

Currently, the SmartVault Connected Desktop is available for customers who are on the company’s tax plans—SmartVault for Intuit Lacerte® or Intuit ProSeries®. The Connected Desktop will be available to customers on all accounting plans in early 2015.