[Recording] QuickBooks Document Management… And Beyond!

A QuickBooks Expert’s View on QuickBooks Doc Center vs. SmartVault

Recording No Longer Available

The document management feature in QuickBooks has taken many forms over the past several years. With QuickBooks 2012 and the introduction of the Doc Center, local storage of documents is free. Free is good! But is local storage the best, most secure option for your business? Whether you’re a one-man show or part of a larger organization that has more complex document storage and file sharing needs, you should be fully armed and educated on the various options when it comes to managing documents attached to QuickBooks transactions.

In this interactive webinar, Charlie Russell, well known QuickBooks expert, blogger, and Certified Advanced QuickBooks ProAdvisor, shares insights and opinions on when it’s right to use QuickBooks Doc Center, and when it might be time to evaluate another solution for ‘attached docs’. We’ll specifically look at SmartVault as an alternative to the QuickBooks Doc Center – and we’ll break down the pros and cons of both offerings.

Give us an hour and you’ll walk away with a better understanding of:

  • Security & encryption of documents stored in the QuickBooks Doc Center and in SmartVault
  • How to evaluate the need for an offsite backup of your data and ‘attached’ documents
  • Granular security and permissions – just a fancy name for who can access what documents
  • QuickBooks and the workflow in your own organization – tips for increasing productivity
  • The bigger picture when it comes to document management in your business – preventing document silos, maintaining control, and securing your data

You’ll also see a live demo of SmartVault in action, and participate in live Q&A to get answers to all your questions about managing QuickBooks documents.

Presented by:

Charlie Russell

Charlie Russell, Advanced Certified QuickBooks ProAdvisor

Founder of CCRSoftware

Charlie is the founder of CCRSoftware. Charlie has been involved with the small business software industry since the mid 70’s, and remembers releasing his first commercial accounting software product when you had a one-floppy disk drive system, loading the program from one floppy and then replacing that with the other floppy to hold the data. He’s an Advanced QuickBooks ProAdvisor and participates extensively in the QuickBooks Community user forums as CCRussell.

Eric Pulaski

Eric Pulaski – CEO and Founder of SmartVault Corporation

SmartVault is a secure document storage and file sharing solution designed for business users. Eric Pulaski, SmartVault’s founder and CEO, has spent more than 20 years in enterprise software development, the bulk of that time as CEO of Bindview, an Internet security company acquired by Symantec. He has built a team of passionate people that care about building technology that is easy to use and can add immediate value to your business.