FAQs
At SmartVault, we recognize that accountants who do bookkeeping, tax, audit and consulting work for their clients are our most important partners. Because small businesses look to you for technology advice, we want you to join us as a SmartAdvisor, use our product for your own business, and like it so much that you will tell your clients about us.
Besides all the great benefits of SmartVault for storing, securing and sharing QuickBooks accounting information and scanned documents, you can offer your clients a 10% discount on their monthly subscription fees for SmartVault. There's no catch. Your clients simply invite you to their SmartVault account to receive their discount. It's that easy.
No, SmartVault currently work with QuickBooks only.
You or a client can download and/or remove all of your data from your SmartVault account and cancel at any time.
Technical support is FREE for all user via email, telephone, or chat. For more information, please visit our Support Site.
No. There is never a charge for an end-user to invite their SmartAdvisor(s) into their SmartVault accounts.
Only if you purchase a Bonus Pack. If you have some clients who don’t have QuickBooks themselves, but you do all their bookkeeping for them in QuickBooks, a Bonus Pack will expand your free SmartVault account and allow you to store your clients’ data. If your clients have QuickBooks and want to use SmartVault, they need to be on an end-user pay plan.
SmartVault was originally designed for end users to subscribe to the SmartVault service, and then invite their accountants and bookkeepers in to share their data. We realized that this model did not offer a solution to accounts that do client bookkeeping, in which case the client usually does not even own a copy of QuickBooks.
If your client wants to get direct access to and control of their documents, signing up directly as a SmartVault customer is the way to go. This way, they can be the administrator of their own SmartVault account, which they own, and can also invite other people to share their documents through SmartVault. Of course, there is never any cost to you or your client to invite you into their SmartVault account.
For more information, see the Account Setup Guide (PDF).
Once you have created a user account and SmartVault account, you will need to install the SmartVault client for a seamless document management experience within QuickBooks®.
Security is of critical importance to SmartVault, and we store your documents in secure, fully redundant SAS/70 certified datacenter facilities backed by proven procedures to ensure that your files are as secure as possible. Our information and physical security processes and data storage environment ensure that your data is safe and secure at all times. For more information, please read our Security Commitment.
Documents can be attached to the following types of entries:
QuickBooks 2006, 2007, 2008, and 2009 versions are supported by SmartVault. However, QuickBooks versions prior to 2006 are not supported by SmartVault.
SmartVault does not charge for individual users invited to an account, just for the actual account.