SmartVault SaaS document management

Overview

A Single Solution for Document Management, Secure File Sharing & Seamless QuickBooks Integration – Powered by SmartVault.

SmartVault provides the easiest way for accounting firms and small businesses to store, access, and share documents online. From built-in wizards that interface with your scanner, to client portals for secure sharing, and integration with popular business applications like QuickBooks® — you can streamline how you work and communicate with your clients, accountants and business service providers. See a Demo of SmartVault in Action.

Features and Benefits

With SmartVault, your files are stored securely online, plus you get the flexibility to access those files from a Web browser, the Right Networks hosted environment, your mapped SmartVault Drive, your Web-enabled mobile device, or directly from popular applications like QuickBooks. SmartVault truly changes the way you interact with documents – and lets you work the way YOU work.

Secure online document storage. Create and organize folders based on your business needs, map existing folders or Windows drives directly to SmartVault, and enjoy peace of mind with offsite backup and recovery of your documents.

Work smarter in a hosted environment. The SmartVault Inbox makes it easy to scan to your hosted desktop and attach documents to entries in QuickBooks and other hosted applications.

Easy file access and sharing. Access and share documents securely any time and from anywhere via the Web portal. Easy 'Get Link' feature allows you to send files via email securely. Simple invitation model allows you to share files with one person or multiple people.

Seamless integration with QuickBooks. Attach to and view documents directly from QuickBooks entries using the integrated SmartVault Toolbar. With SmartVault, you can also backup and share your QuickBooks company file.

Enhanced workflow and collaboration. Everyone is looking for a productivity boost. The ability to access files securely any time and from anywhere, plus easy file sharing and collaboration features help your business gain efficiencies.

Mobile access. Upload, view and share files on-the-go from your iPhone, iPad, Android, Blackberry, or other Web-enabled mobile device.

More SmartVault Resources

Product Tours and Demos - Browse our online library of product tours and demos to see how SmartVault can give your firm a powerful document management system, plus secure and easy to use features for securely sharing files in the cloud. Take a Tour of SmartVault >>

Customer Success Stories - Check out our favorite customer success stories to learn more about how other users have successfully transitioned to the cloud with SmartVault. Check out our case studies for accounting firms and small businesses.

Cloud Security Webinars - As more businesses make the move to cloud-based services, they are having to take a more active role in ensuring the security of information stored online. Join the conversation with our cloud security panel as we explore topics related to storing data in the cloud in our Partnering for a More Secure Cloud Webinar Series >>

Learning Center - The SmartVault Learning Center is packed with video tutorials, guides, and cheat sheets to help users navigate the path to paperless. Get answers to all your questions about getting started with SmartVault, working in a hosted environment, and more. Visit the Learning Center >>

Accounting Firm Resource Center - To make it even easier for accounting firms to get up and running with SmartVault, we've compiled all our favorite resources for accountants in a single resource center. Get info on how to bill your clients for SmartVault, set up your folder structure, download letter templates for introducing your clients to SmartVault, and more. Visit the Accounting Firm Resource Center >>

Details

Start Your Free 30 Day Trial of SmartVault Today. All SmartVault plans include a risk-free 30 day trial, plus free training and orientation for you and your staff. Get Started Now >>