SmartVault
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DESCRIPTION
With SmartVault document management, you get a cloud drive to store and access files online, a secure client portal to share documents, and seamless integration with QuickBooks to attach source files to entries in QuickBooks or QuickBooks Online.
Attach Source Files Directly To Entries In QuickBooks
Go paperless and stay audit ready by attaching source files to entries in QuickBooks and QuickBooks Online, including: bills, invoices, vendors, customer records – even transactions and list items! Scan, browse or just drag and drop files into the SmartVault Toolbar. Once stored in SmartVault, files are available from QuickBooks or right from your browser or mobile device.
Enhance Your Workflow With A Built-In Electronic Inbox
Increase efficiency by giving your office staff a secure, easy-to-use Inbox for queuing documents for later processing - just upload or drag and drop files in! Also great for clients to securely send files to their accountant or bookkeeper.
Get A Secure Branded Portal To Share Files
Share files securely with employees or people outside your business with a secure document portal. Get custom branding, email notifications, version history, full text search and audit reporting. Great view in browser lets you view files instantly without having to download first.
Go MOBILE! Access Files From A Browser Or Mobile Device
Securely access the file you need, when you need it from any Web browser or mobile device. Quickly and easily share documents with users inside and outside of your company.
Upload, Manage, And Share Files Right From Outlook
Upload email attachments to SmartVault and send secure links to files and folders stored in SmartVault without ever leaving Outlook. With the SmartVault plug-in, Outlook can be at the center of your workflow when it comes to securely sharing and managing your files.
Get SmartVault “Inside” The Apps You Are Already Using
Check out our growing ecosystem of apps that are integrated with SmartVault. Attach a file inside your CRM app and access that same file from QuickBooks or directly from a browser or your mobile. That’s the power of central document storage. That’s the power of SmartVault!