SmartVault and QuickBooks® 2010

SmartVault has designed its paperless solution from the ground up to offer features and functionality our customers need, wrapped up in a very clean, simple to use, integrated interface that delivers an award winning, affordable document management solution to accountants, bookkeepers, and businesses. We firmly believe that SmartVault delivers greater functionality and an overall better user experience than the current document management feature set that is available in QuickBooks 2010. We're always interested in your feedback — in fact our current solution is based on input from our valued customer community. So, please let us know what you think by sending an email to sales@smartvault.com.

We've outlined a few key areas that differentiate the SmartVault solution from the 'out of the box' functionality in QuickBooks 2010:

• Single Solution for All Your Document Management Needs — Not Just for QuickBooks
• Support for More Versions of QuickBooks
• Relentless Focus on User Experience
• Robust Solution for Managing Multiple Clients
• Better Inbox That Encourages Scanning and Collaboration
• SmartVault Drive for Drive Mapping Directly to SmartVault
• Works Better with Hosted Desktops (Including Hosted QuickBooks)
• Broader Scanning Capabilities
• The SmartVault Advantage — Key Features

For more information, see the full-length comparison guide.

Single Solution for All Your Document Management Needs

A key advantage to the SmartVault solution is that it's not just for your QuickBooks-related documents. Why have one document management system for your documents related to QuickBooks, and a separate system for all your other documents? With SmartVault, you have one document management system for all your documents, and you get a faster, easier-to-use, and less expensive solution.

Support for More Versions of QuickBooks

SmartVault provides integrated document management for QuickBooks versions 2006 to 2010. This is important to business users who don't wish to upgrade and to accounting professionals who want a consistent document management solution across all clients, no matter what version of QuickBooks they are using. Our support for multiple versions lets you decide when (and if) to upgrade QuickBooks without sacrificing capabilities.

Relentless Focus on User Experience

We place tremendous importance on creating a positive user experience because we know that if it's not simple, people won't use it. SmartVault has been optimized to help you work faster via a best-in-class user experience:

• The SmartVault Toolbar always appears in the same place and works the same way
• Drag-and-drop documents, email, and attachments directly to the Toolbar
• Files are uploaded in the background, meaning you can get back to work immediately after attaching a document
• Attach documents to new entries without saving them first
• Turn off confirmations for faster document uploading
• See at-a-glance how many documents are attached with the folder icon
• User interface responds quickly and does not slow down QuickBooks

Robust Solution for Managing Multiple Clients

SmartVault has worked closely with our customers to develop a robust management Portal for accountants and bookkeepers managing multiple clients. With SmartVault, you can set up and provision multiple clients in minutes.

Work Faster with SmartVault

• Upload documents in the background so you can keep working
• Drag-and-drop for email messages and attachments from Outlook
• Consistent Toolbar that always works the same way so you don't have to think about it
• A user interface that is designed for responsiveness with background updates and document uploading so you can keep working
• Ability to disable confirmations for attachments so you can skip steps and dialogs

Not Just for QuickBooks

• SmartVault is not just for documents that are related to QuickBooks. With SmartVault, you can store all your documents, including your internal working papers and spreadsheets, client engagement letters, contracts, etc.
• You can use SmartVault as a general document portal to share documents with all your clients, not just the ones who have QuickBooks

Better Collaboration with Your Clients

• You can set your clients up with the SmartVault Inbox to let them scan documents easily, including one-touch scanning with the Fujitsu ScanSnap line of scanners
• The client dashboard offers at-a-glance views of document activity among all client vaults — including documents waiting in the Inbox and urgent notes — so managing daily workflow among clients is easy and intuitive
• Compatibility with hosted environments so you can share files with your clients and still use our simple scanning solution

Snapshots of QuickBooks Company Files

• You can set up your clients' system so that a copy of their QuickBooks company file is backed-up to SmartVault every time they close the company file
• You can download the current copy of their QuickBooks company file at any time, so you can always get the latest and greatest copy of their data whenever you need it
• Store a permanent backup of any QuickBooks company file in SmartVault at any time, such as on a quarterly or annual basis. You can easily restore it for future reference when needed

Better Inbox That Encourages Document Scanning and Collaboration

The SmartVault Inbox was introduced about a year ago and has been one of our most popular features, so it is no wonder that QuickBooks 2010 includes similar functionality.

The SmartVault Inbox allows users to scan and upload documents for processing later, either internally or by an accountant or bookkeeper. Getting paper documents into digital format is one of the main challenges for going paperless and we wanted a solution that was simple enough for people to use.

That's why the SmartVault Inbox was designed from the ground up to work with or without QuickBooks. Accountants love this feature because it is simple enough for their clients to use, creating greater efficiencies and reducing the burden of scanning.

SmartVault Drive for Drive Mapping Directly to SmartVault

With the SmartVault Drive, you can easily browse, upload, and download documents. By simply mapping a drive letter to SmartVault, you have the ability to save documents from your favorite applications right into SmartVault. You can use SmartVault just like any other network share or local hard drive, which gives you the ability to drag-and-drop or "Save to" SmartVault from any Windows application. Drive mapping is also available on any smart phone, Mac, Linux, or Unix computer that has a WebDav client — including Apple's iPhone.

Works Better with Hosted Desktops (Including Hosted QuickBooks)

If you or your clients use a hosted environment for your desktop and QuickBooks, using a local scanner with QuickBooks 2010 will be difficult if not impossible. Using QuickBooks 2010 in a hosted environment requires scanning documents to a local computer and then manually uploading them one-by-one via file transfer or the Document Center. Customers in a hosted QuickBooks environment using SmartVault can use a local scanner to upload documents directly to the SmartVault Inbox, making them available for processing in QuickBooks. See a list of SmartVault hosting partners.

Broader Scanning Capabilities

SmartVault has a simplified scan interface designed to take as few steps as possible. Scan a document inside QuickBooks with only one click from any TWAIN-compliant scanner. Scan documents to the SmartVault Inbox without ever opening QuickBooks.

SmartVault also supports one-touch scanning with the Fujitsu ScanSnap line of scanners. These scanners are ideal for a wide variety of users due to their simple interface, fast speed, automatic duplexing support, and reasonable cost. SmartVault saves you time every single time you scan.

The SmartVault Advantage — Key Features

SmartVault offers key features that are not available in QuickBooks 2010, including the ability to:

• Download an archive of any or all your documents at any time
• Attach notes to entries in QuickBooks, including the ability to flag a note as urgent
• Attach documents to the Home, Report Center, and Company Snapshot windows
• Drag-and-drop documents, emails, and attachments
• Securely upload, download, and share snapshots of your QuickBooks company file
• View documents from an iPhone and other smart phones
• Use multi-select feature to attach multiple pages to the same QuickBooks transaction

On the market for close to two years, document management is our business and SmartVault is simply a more robust, easy-to-use solution for securely storing, accessing, and sharing documents.

We value our customer and partner community and have continued to evolve our paperless solution for QuickBooks largely based on your feedback. We are thrilled at the market adoption of SmartVault and will continue to work with our customers and partners to deliver an integrated solution that allows users to go paperless in minutes.

For more information, see the full-length comparison guide.