FAQs
Yes. This first version of SmartVault™ works exclusively with QuickBooks software. If you are a business or individual using QuickBooks, SmartVault is an ideal solution for your document storage and management needs.
Technical support is FREE for all users via email, telephone, or chat. For more information, please visit our Support Site.
You can pull all of your data off SmartVault and cancel your account at any time.
No, but if you invite your accountant into your SmartVault account, you can communicate and work together faster and easier, saving you both time (and money). Ask your accountant to check out the "For Accountants" section on our web site.
With SmartVault, you no longer have to spend time and money filing paper documents away in file cabinets. If you want to maintain copies of your paper documents, we recommend that you simply place them chronologically in a cardboard box that can be sealed up and put in cheap, long-term storage.
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.