Video: The SmartVault Connected Desktop (Sneak Peek!)

Get a Sneak Peek at SmartVault’s New Connected Desktop

The SmartVault Connected Desktop delivers workflow efficiencies by putting all of your client information right at your fingertips, in a simple, easy to use desktop interface. With the Connected Desktop, you can:

  • Search, sort and find files quickly – by client name or ID
  • Scan and save source files directly into a client folder
  • Expand and collapse folders by tax year
  • Drag and drop files or entire folder structures directly to SmartVault
  • Open, annotate, edit and save files to SmartVault – just as you would to your desktop or network server
  • Easily view files you’ve just printed – right from the desktop