Solutions Overview

SmartVault provides an intuitive, Web-based solution for users to store, access, and share all their documents easily and securely. With features that simplify going paperless — from wizards that interface with your scanner to unique integrations with popular business applications like QuickBooks® — you'll be up and running in minutes. SmartVault's Software-as-a-Service solution means that you can access documents any time and from anywhere via a Web browser or Internet-enabled mobile device and there is no new hardware to install or configure.

Solutions for Businesses

For today's fast-moving business environment, the easier the better when it comes to technology. At SmartVault, we know this, which is why we designed the easiest way for businesses to store, access, and share documents. With smart technology for fast, high-performance scanning, secure online document storage, and easy workflow and collaboration, you can immediately transition to a highly efficient paperless environment and streamline how you work and communicate with your accountant, business service providers, and customers. With SmartVault, you can:

Go paperless in minutes
Work within a familiar environment — no learning curve
Securely store, share, and access documents remotely
Enjoy automatic offsite back up of all your data and documents

Learn more about why SmartVault is the smartest paperless solution for your business.

Solutions for Accounting Professionals

SmartVault is the smartest solution for accounting professionals, bookkeepers, and small business consultants who are looking to go paperless and collaborate with clients over the Web. With SmartVault, you can easily and securely store, access, and share all your documents online. Streamline workflow between you and your clients with SmartVault's Portal and unique integration with QuickBooks, and make paperless a reality. Whether your focus is on write-up services, client bookkeeping, or a little of both, you will save time and increase your productivity with SmartVault. With SmartVault, you can:

Move to a paperless workflow with ease
Work within the applications you and your clients use today — no training necessary
Securely collaborate with clients — share documents via our secure Web Portal and Inbox
Manage all your bookkeeping and write-up clients from a single account
Enjoy automatic offsite back up of all your data and documents

Find out how SmartVault can help you and your clients transition to a totally paperless workflow.