Why Practicing Accountants Choose SmartVault™

SmartVault provides an easy to use solution to help streamline document management and communication between accountants, bookkeepers and their clients. With the ability to scan and attach documents directly to QuickBooks transactions, SmartVault supports best accounting practices for saving backup documentation in the case of an audit.

Our unique, patent-pending toolbar integrates easily with QuickBooks and our web-based solution ensures that clients can easily and securely share data and documents over the internet.

 

Helping Your Clients Go Paperless

• Simplify document management for both you and your clients, by scanning and attaching documents directly to QuickBooks transactions
• Electronic Inbox allows your clients to scan and upload documents, with or without QuickBooks, for later processing
• Easy-to-use SmartVault toolbar integrates with QuickBooks and makes document management easier than ever
• Our Software-as-a-Service (SaaS) solution ensures your clients have a secure, off-site backup of all their data
• Documents and data files can be accessed securely anytime, anywhere over the internet, enabling collaboration and document sharing between accountants, bookkeepers and their clients.

The SmartAdvisor Program

Now the smartest way to store and share your documents is FREE to practicing accountants* as part of our SmartAdvisor program. Any practicing accountant or QuickBooks® ProAdvisor is eligible to join and receive these benefits:

• Use SmartVault FREE for internal business operations
• Offer clients a 10% discount off their monthly SmartVault pay plan
• Earn a FREE SCANNER for the first 10 paying clients referred to SmartVault
• View your clients' documents and QuickBooks data right over the web
• If you do all the data entry for your clients, you can purchase a Client Bookkeeping Pack to use SmartVault with their company files

Becoming a SmartAdvisor

To join the program, simply sign up for a SmartVault account, and begin using the product. When you are ready to get your clients started with SmartVault, fill out the SmartAdvisor registration form. You will be contacted by a SmartAdvisor Account Manager, who will provide you with details about our referral program.

*Includes anyone who works for or owns an accounting or bookkeeping firm