SmartValut for QuickBooks

Online Document Storage,
Built for QuickBooks

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  • Integrated QuickBooks Document Management

    Scan and attach source documents to any entry in QuickBooks* with the patented, award-winning SmartVault Toolbar.

  • Gain Massive Efficiencies in Your Workflow

    You and your clients can scan to an electronic Inbox, and queue documents for processing in QuickBooks.

  • Safely Store and Share Documents Online

    Get a branded portal for storing and sharing all your files (not just those attached to QB). Files are secured by AES-256 bit encryption.

  • Stay Audit-Ready and In Compliance

    With integrated source documents attached to QuickBooks, you're always audit-ready. User activity logs ensure compliance.

  • Anytime, anywhere mobile access

    Your documents go with you everywhere, with our mobile apps. Access your files anytime, anywhere, from any web-enabled mobile device.

*SmartVault is compatible with all modern versions of QuickBooks for Windows and QuickBooks Online. For a list of supported entries for attaching documents, check out our Support Article.

SmartVault vs. QuickBooks Doc Center

We know what you're thinking — how is SmartVault different from QuickBooks Doc Center? The simplest answer is that SmartVault is designed for ALL your files... not just those associated with QuickBooks. And we take security very seriously. But that's just the tip of the iceberg. Check out our latest whitepaper for the full scoop:

Free Whitepaper:

QuickBooks Document
Management... and Beyond!

Download Now »

An Ecosystem of Integrated Apps

Scan a document into your CRM app and sync that document to the same customer record inside QuickBooks! Only SmartVault gives you integration of attached documents across multiple applications, including expense management, CRM, and more. SmartVault is also partnered with leading application hosting providers.

SmartVault Ecosystem of Integrated Apps

Learn more about our Integrated Apps »

Loved by Thousands of QuickBooks Users

Our customers rate us  on Intuit Apps!

Right from the start, I could see how I could use SmartVault and its integration with QuickBooks as the foundation for transitioning my business to the cloud.
Karen Dellaripa, Principal
SmartVault is a very robust system, but it’s also user-friendly. I feel confident that SmartVault will continue to be an ideal partner, keeping us in compliance with SEC/FINRA document storage and security regulations while also helping us build a more collaborative work environment.
Sadie Millard,
Our tax prep has grown progressively year over year. I can honestly say that we’ve seen this growth because our operations are very streamlined. We are so much more efficient now that we use SmartVault.
Christa Skoupy, CPA