What's New in SmartVault

As a leading Software-as-a-Service (SaaS) solution, SmartVault customers benefit from frequent updates to the service, which provide new features and enhanced functionality every few months. Traditional, on-premise software applications just can't match this level of service.

With its latest release, SmartVault has expanded its service outside of the QuickBooks® user base and has significantly enhanced the document management capabilities and overall usability of its paperless solution for both accounting professionals and business customers. Not only will QuickBooks users benefit from the new features, but business customers and accounting professionals who may not use QuickBooks can now enjoy the benefits of SmartVault to store and access documents easily and securely online.

Our customers play an instrumental role in shaping the features and functionality in SmartVault. If you have a suggestion, we'd love to hear from you. Send us an email at info@smartvault.com.

SmartVault Version 3.1 (May 2010)

On May 29, 2010, SmartVault released version 3.1 with new features for sharing and new wizards to help users get up and running faster:

Simplified Sharing: Improved features for easy sharing of documents with one person or many people. Inviting users and granting folder-level security has never been easier.
New Getting Started Wizards: Custom wizards based on your specific user type that dramatically improve the "Getting Started" experience for all users. Configure the SmartVault Desktop Software, invite users, and start scanning in minutes!
Automatic Annual Billing: SmartVault now automatically supports annual billing. To save 10% on your SmartVault account, login to the Web Portal and switch to annual billing today.
Usability Enhancements: As always, we've been listening to customer feedback, and have made improvements to our Web Portal for uploading and managing documents in your Vault.

SmartVault Version 3 (February 2010)

Customize Your File and Folder Structure

You can organize multiple levels of folders for all your documents, and not just the files associated with QuickBooks.

Prior to this release, the documents you stored in SmartVault had to be associated with a transaction in QuickBooks, which is great for the majority of your documents. With this release, the ability to create a folder and subfolder structure outside of QuickBooks means that you can now store all your files securely online. You can create new folders or just map existing Windows folders directly to SmartVault. We've also made it even easier for you to invite people to share and access your documents and folders online.

Share Documents or Entire Folders

Easily invite users to access documents or entire folders securely with SmartVault. Our goal is to give you the easiest and most secure way to exchange and access your files.

Email is easy, but it's not secure — and these days it's becoming cumbersome to carry around multiple USB drives or CDs. With this release, you can invite one person or a group of people to access specific documents or entire folders in SmartVault. For example, you can set up a Tax 2010 folder and invite your accountant to access important tax documents for filing. You can also set up departmental folders for your internal staff to store and exchange documents. SmartVault is completely flexible to help you achieve your business needs.

Use Robust Windows Explorer Integration

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. Then, SmartVault can be used just like any other network share or local hard drive, giving you the ability to drag-and-drop or "Save to" SmartVault from any Windows application. Drive mapping is also available on any Mac, Linux, or Unix computer that has a WebDav client — including the iPhone.

With SmartVault, you now have a single solution to store, access, and share your files securely online. You can create new folders and subfolders in SmartVault, or if you already have a directory tree established, you can simply drag and drop existing folders to the SmartVault Drive. Then, you can browse, search, upload, and download documents within a familiar Windows Explorer-type interface. Your documents are securely backed up online and you have the ability to share files with one or more people. If you are working in a Windows application, like Microsoft Excel, you can simply save that document directly to your SmartVault Drive.