Going Paperless

• Fast, easy scanning: Convert your paper into digital format quickly and painlessly with easy custom wizards to interface with your TWAIN-compliant scanners. We also provide seamless integration with Fujitsu ScanSnaps.
• Web-based document management: Access and share your documents any time and from anywhere via the Web or Internet-enabled mobile device. No hardware or expensive consulting required.
• Online backup of all your documents: Avoid business disruptions in the event of a disaster by storing your documents in a secure, offsite data center.
• Work in a familiar environment: Unique integration with popular applications like QuickBooks® means you don't have to learn a new interface.
• Be green: You not only get rid of the paper clutter, but also are supporting the environment while doing it!

Storing and Sharing Documents

• Customize your file and folder structure: Create and organize multiple levels of folders for all of your documents.
• Map a Windows drive to SmartVault: Maintain your existing file and folder structure — just drag and drop whole subdirectories into SmartVault. Open and save files directly to your SmartVault Drive.
• Share documents or entire folders: Simple invitational model allows you to share files and folders with multiple users.
• Intuitive document searching: Search for documents in the Web Portal based a key word or phrase.
• Download a copy of your documents: With the SmartVault Drive, you can get a copy of your documents anytime you want, from any place in your account. The SmartVault Drive allows you to copy, zip, and archive folders or documents anywhere in the SmartVault folder tree.
• Mobile access: Access and share your documents on the go from any Internet-enabled mobile device

QuickBooks Integration

• Unique integration with QuickBooks via SmartVault Toolbar: Attach to and view documents from more than 30 types of QuickBooks transactions, creating an intuitive document repository.
• Attach documents directly to entries in QuickBooks: Scan from any TWAIN-compliant scanner, or drag and drop documents from your computer directly to the SmartVault Toolbar.
• Intuitive document organization: View, print, delete and copy documents directly from QuickBooks using the integrated SmartVault Toolbar.
• Attach notes to QuickBooks entries: Attach additional information about the entry, track conversations, approvals or special handling. Mark a note that needs attention as urgent.
• Back up QuickBooks company files: Easily configure SmartVault to back up and restore your QuickBooks company file so you always have the latest copy. Share and transfer your company files to your laptop, home computer, or to your accountant so the latest copy of QuickBooks is available where and when you need it.

Windows Explorer, Mac, Linux, and iPhone Integration

• Map a drive directly to SmartVault: With the SmartVault Drive, you can easily map an existing drive to SmartVault, so you can drag and drop whole subdirectories into SmartVault for secure, offsite document storage and sharing.
• Use SmartVault on the go with your iPhone: Save content (pictures, music, attachments) directly from your iPhone to SmartVault and access all your stored files easily and securely.
• Save documents from any Windows-based application: Intuitive "Save to" capability allows you to save documents directly to SmartVault from any Windows-based application.

Microsoft Outlook Integration

• Drag and drop from Outlook directly to SmartVault: Drag and drop emails or just the email attachment directly to the SmartVault Inbox, Toolbar, or SmartVault Drive.

Collaboration, Customization, and Workflow

• Organize your workload: The SmartVault Inbox provides an electronic 'to do' list — from the Web Portal, view how many documents are waiting in the Inbox to be moved to a folder or associated with a QuickBooks transaction.
• Run Multiple SmartVault Toolbars: Accountants with multiple clients can run multiple versions of QuickBooks simultaneously, to manage more clients in less time.
• Attach Notes to the SmartVault Toolbar: Use Notes to capture and archive approvals, special handling, track conversations and any additional information about a specific document or entry. Mark a note that needs attention as urgent.
• Upload documents from any Web browser: Users can upload documents to the SmartVault Inbox or any custom folder, directly from any Web browser, including mobile devices.

Security and Permissions

• Document security: SmartVault uses 128-bit SSL encryption, the industry standard for data encryption, to ensure your documents are always secure.
• Account management: View and update your account settings, manage authorized users and make changes to your billing plan or view past bills from the SmartVault Web Portal.
• User management: Simple invitation model allows you to manage user permissions easily from the SmartVault Web Portal. You can perform many tasks, such as add users, delete users, and customize file and folder permissions.