
SmartVault Integration Center
Power up your workflow
Strong integrations between your apps is the most powerful way to create a streamlined workflow for your business. SmartVault integrates with the apps below to help you speed up and simplify your workflow.

Accounting & TaxExpand All
QuickBooks
By Intuit
Accounting
Lacerte
By Intuit
Tax Prep
ProSeries
By Intuit
Tax Prep
Drake
By Drake Software
Tax Prep
Accounting
QuickBooks
By Intuit
Scan and attach source documents to any entry in QuickBooks …
Accounting
FreshBooks
By FreshBooks
FreshBooks is cloud accounting that's always available, and always easy …
Accounting
Xero
By Xero
SmartVault offers a unique Toolbar plug-in for Xero, so you …
Accounting
Tax Prep Expand All
Lacerte
By Intuit
The only built-in document management for Lacerte. Print and securely …
Tax Prep
ProSeries
By Intuit
The only built-in document management for ProSeries. Print and securely …
Tax Prep
Drake
By Drake Software
Print files from Drake into SmartVault for easy, one-step document …
Tax Prep
Wolters Kluwer
By Wolters Kluwer
Print files from your tax app into SmartVault for easy, …
Tax Prep
CRM
Salesforce
By Salesforce
Companies Trust the #1 Business App
CRM
Method CRM
By Method
Upload documents directly to SmartVault and relate them to specific …
CRM
Results CRM
By AbacusNext
Scan and attach documents and notes to entries Results' seamlessly …
CRM
Hosting Providers Expand All
Skyline
By Skyline Cloud Services
Skyline/Blue Diamond Cloud Services is a founding member of the …
Hosting Providers
Swizznet
By Swizznet
Swizznet QuickBooks hosting with SmartVault integration provides accountants and small …
Hosting Providers
Cloud9 Real Time
By Cloud9 Real Time
Cloud9 Real Time provides a privately labeled virtual office solution …
Hosting Providers
Right Networks
By Right Networks
Right Networks is a leading provider of hosting of the …
Hosting Providers