SmartVault Integration Center
Power up your workflow

How it Works with SmartVault

• Save any document directly from TaxCalc to SmartVault
• Automatically route files to the right folder for the right clients
• Import your TaxCalc clients into SmartVault
• Use SmartVault to back up your TaxCalc files
• Learn more

How it Works with SmartVault

• Import clients from Lacerte to SmartVault
• Batch send client organizers and tax returns using built in workflow rules
• Use built-in templates to add new clients, new tax years, or new engagements
• Print and automatically route files from Lacerte to the correct folder in SmartVault
• Learn more

How it Works with SmartVault

• Import clients from ProSeries to SmartVault
• Batch send client organizers and tax returns using built in workflow rules
• Automatically route documents to the correct client folder in SmartVault
• Give clients secure access to upload/download documents anytime, anywhere

How it Works with SmartVault

• Print and automatically route files from Drake to the correct folder in SmartVault
• Use built-in templates to add new clients, new tax years, or new engagements
• Give clients secure access to upload/download documents anytime, anywhere

How it Works with SmartVault

• Print and automatically route files from CCH Axcess, CCH ProSystemfx, ATX, or TaxWise to the correct folder in SmartVault
• Use built-in templates to add new clients, new tax years, or new engagements
• Give clients secure access to upload/download documents anytime, anywhere

How it Works with SmartVault

• Print and automatically route files from UltraTax to the correct folder in SmartVault
• Use built-in templates to add new clients, new tax years, or new engagements
• Give clients secure access to upload/download documents anytime, anywhere

How it Works with SmartVault

• Scan and attach documents directly to entries in QuickBooks
• Access your files anytime, anywhere
• Easily find the files you need inside of QuickBooks, and stay audit-ready
• Back up and share your QuickBooks company file securely and easily

How it Works with SmartVault

• Attach source documents directly to entries in FreshBooks, so you’re always audit-ready
• Access your files anywhere with SmartVault’s mobile apps (or any web browser)

How it Works with SmartVault

• Install a SmartVault toolbar plug-in built for Xero
• Seamlessly scan, attach, and access documents right from inside the Xero web app
• Associate source documents with Xero entries
• Always find the file you need, when you need it

How it Works with SmartVault

• Attach documents directly to records in Salesforce
• Access documents from SmartVault, Salesforce, or your mobile device
• Streamline user management by using employee or customer data to automatically provision user accounts in SmartVault

How it Works with SmartVault

• Relate your documents to CRM entries and QuickBooks transactions
• Relate your documents to leads and Method will automatically make the documents appear in the SmartVault toolbar
• Upload documents from within the SmartVault QuickBooks toolbar and have them appear in Method’s document library

How it Works with SmartVault

• Attach & view documents at the company or record-levels
• Access documents from within Results or from SmartVault
• Access documents at anytime from anywhere via Web Portal
• After a Results QBI Sync, the documents will continue to be available in both systems, without duplicating storage, regardless of what system they were added

SmartVault + Results Success Stories

• James Easley, Truly Noble Services 
• Syd Highley, Daily Balance 

How it Works with SmartVault

• Complete cloud accounting and document management solution for accountants and small businesses
• Access attached documents from the hosted storage drive or directly from SmartVault’s custom-branded client portal

How it Works with SmartVault

• QuickBooks hosting and custom virtual server creation
• State of the art SAS70 Type II Data Center
• Uninterrupted power supply and so separate charges for storage, IT or maintenance

How it Works with SmartVault

• Anywhere, anytime access to your applications and data
• Enterprise-class reliability on a end-to-end, highly-available infrastructure
• SAS-70 Type-II approved data centers
• Nightly-backups retained for 90 days
• Automatic application upgrades

How it Works with SmartVault

• Secure, anywhere, anytime access to apps
• More apps ready to deploy than any other provider
• Use local printers to easily print from your Virtual Desktop
• Data is backed up and virus protected at a secure SAS70 data center
• Pricing and platform is scalable and predictable

How it Works with SmartVault

• Send documents for eSignature right from SmartVault
• Your clients can e-sign from anywhere, including their desktop or a mobile device
• You’re notified when all parties have signed the document and it’s automatically routed back to SmartVault

How it Works with SmartVault

• Push all checks, deposit slips, and transactions to SmartVault
• Organized and structured folder system of bank feed data
• No need to log in to Ledgersync – data is automatically synced every night

How it Works with SmartVault

• Seamlessly create transactions in your accounting programs with key data inputted and source documents attached
• Automatically route your bills, receipts, and financial documents into the correct SmartVault folder
• Effortlessly and automatically backup your key financial documents

How it Works with SmartVault

• Automatically deliver your client documents directly to your client vaults in SmartVault
• Instantly collect up to three years worth of documents – and every new document that becomes available in the future
• Store bills, statements, and other files as searchable PDF files
• Automatically name client documents by institution, account number, and date

How it Works with SmartVault

• Expense reports generated and approved in Nexonia will automatically be available in SmartVault
• Link your vendor bills in Quickbooks and Xero – no need for manual data transfers
• Access your data via mobile apps for any device you use: iOS, Android, Blackberry

How it Works with SmartVault

• One central repository for all financial data and all related source files
  
• Business assurance that you are always ‘audit-ready’
• Fully integrated document management solution for storing all your files online, not just those associated with Tallie or QuickBooks

How it Works with SmartVault

• Enter time and expense data into SpringAhead
• Attach supporting documents
• Export all of your data to SmartVault and QuickBooks

How it Works with SmartVault

• Seamless, one-touch scanning to the cloud via the imageFORMULA scanners
• Digitize your documents and securely store them online with a single step

Use code CANONSMARTVAULT20 when you purchase to receive a 25% discount!

How it Works with SmartVault

• Simplified setup with profiles that connect your ScanSnap scanner directly to SmartVault
• Time and money savings with one-click scanning to SmartVault
• Secure and easy-to-use gateway to the Cloud
• Automatic file naming for easy identification
• Streamlined workflow with intuitive QuickBooks integration

How it Works with SmartVault

• Attach documents, such as receipts, images, invoices or vendor agreements, directly within Acctivate
• Access the document either from Acctivate or from any web browser or mobile device via SmartVault
• Sync data to QuickBooks® and have those same files available from the QuickBooks application via the integrated SmartVault Toolbar
• Store a document once, and access it anytime, anywhere, and from inside your favorite apps

How it Works with SmartVault

• Upload email attachments to SmartVault and create new SmartVault folders from within Outlook
• Send secure links to files and folders in SmartVault – it’s just as easy as attaching files to an email and infinitely more secure
• Request files from a client or colleague – give them a secure path to upload the document to SmartVault, and be automatically notified when the file is ready to view
• Instantly upload and convert email attachments to secure links in SmartVault
• Invite and manage users without ever leaving Outlook