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The Insecurities of Email… and the Rise of Client Portals

Why Secure File Sharing is Critical to Maintaining the Privacy and Security of Your Clients’ Data Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses—convenient, easy, and mature—and has all but replaced time-consuming faxing and manual delivery […]

SmartVault Announces Integration with QuickBooks Online

New integration tags SmartVault as the first to market with integrated document management capabilities for QuickBooks Online users ANAHEIM, CA – October 22, 2012 – SmartVault, a leading provider of online document storage solutions, announced today an integration with QuickBooks Online. SmartVault’s patented Toolbar technology for QuickBooks has now been extended to support QuickBooks Online, […]

A Beginner’s Guide to Document Management Systems for Small Businesses

You may have heard the term “document management system” (DMS) mentioned about by business gurus and wondered if it’s a good idea for your business, but you aren’t sure how it would help—or maybe you just know that your business documents are spiraling out of control and you can’t find what you need when you […]

SmartVault Expands Service with Branded Portal Capabilities

Powerful new features and an updated user interface to the SmartVault Document Portal enable accounting professionals and businesses to easily and securely exchange files LAS VEGAS, NV – November 8, 2010 – At the Sleeter Group’s 2010 Accounting Solutions Conference, SmartVault, a leading provider of Software as a Service (SaaS) document storage and sharing solutions, […]