SmartVault or QuickBooks Document Management – Which is Right for You?

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Compare SmartVault & QuickBooks Document Management

QuickBooks 2012 offers local ‘attached document’ functionality, but make sure you are educated on the pros and cons of using this feature. The documents are saved in a publicly accessible folder that is stored adjacent to your QuickBooks company file. So anyone who has access to QuickBooks also has access to these documents.

Use QuickBooks if you:

  • Are a sole practitioner or SMB with 1 QB user
  • Aren’t storing sensitive info (SSN, credit card no.) – docs are stored in the clear with no security or encryption
  • Don’t need to access or share these docs (with your accountant or anyone else)
  • Have a local back up option for your docs (docs stored locally are not included in backup)
  • Have a QB backup solution

Use SmartVault if you need:

  • Online document storage – offsite backup of all docs, secure and encrypted
  • Granular security management – access and share files securely
  • QB backup / restore for sharing with an accountant (datafile and attached docs)
  • Inbox and scanner wizards for easy upload and attach directly to QB
  • Store all docs, not just those attached to QB


Conclusion: What Can SmartVault Do For You? 

In today’s rapidly evolving, increasingly mobile world, small businesses need advanced, always-on, always-available technology to support their accounting needs. While QuickBooks remains the #1 accounting solution for small and mid-sized businesses, users agree that the document management functionality built in to QuickBooks is limited. For solo practitioners or micro businesses with one or two employees, the features available in QuickBooks 2012 and 2013 may be sufficient.

But for the majority of the small business population, rapid growth, distributed workforces, and increasing workflow complexity are all driving the demand for advanced solutions that support highly efficient processes. Leveraging a connected service like SmartVault means users only have to adopt one solution for centralized document management that supports easy access, online document storage, and secure sharing. It also ensures that documents aren’t silo’d and users can access files when and where they need them, and from inside any application, web browser, or mobile device.

The patented SmartVault Toolbar seamlessly integrates with QuickBooks and offers a compelling alternative to the built-in document management capabilities in QuickBooks. For online document storage, secure file sharing, and best-in-class QuickBooks document management, tens of thousands of users have turned to SmartVault.

For more information on the integration between SmartVault and QuickBooks, see SmartVault for QuickBooks Document Management or check out a recorded webinar on QuickBooks Document Management and Beyond, hosted by Advanced Certified QuickBooks ProAdvisor Charlie Russell, editor of The Sleeter Group’s blog, QuickBooks and Beyond.

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