Document Management

Going Paperless

• Fast, easy scanning: Convert your paper into digital format quickly and painlessly with easy custom wizards to interface with your TWAIN-compliant scanners. We also provide seamless integration with Fujitsu ScanSnaps.
• Web-based document management: Access and share your documents any time and from anywhere via the Web or Internet-enabled mobile device. No hardware or expensive consulting required.
• Online backup of all your documents: Avoid business disruptions in the event of a disaster by storing your documents in a secure, offsite data center.
• Work in a familiar environment: Unique integration with popular applications like QuickBooks® means you don't have to learn a new interface.
• Be green: You not only get rid of the paper clutter, but also are supporting the environment while doing it!

Storing and Sharing Documents

• Custom branded web portals: Enhance your brand and overall professionalism by custom branding the SmartVault portal with your company logo, custom colors, and links.
• Safe, secure file sharing: When you share a document, SmartVault sends an email notification that includes a link the recipient can use to securely access the file.
• Customize your file and folder structure: Create and organize multiple levels of folders for all of your documents.
• Map a Windows drive to SmartVault: Maintain your existing file and folder structure — just drag and drop whole subdirectories into SmartVault. Open and save files directly to your SmartVault Drive.
• Share documents or entire folders: Simple invitational model allows you to share files and folders with multiple users.
• Full text document search: Search for documents in the Web Portal based a key word or phrase. Search by name, description, or a keyword or phrase in any searchable Word, Excel, PowerPoint, or PDF document.
• Download a copy of your documents: With the SmartVault Drive, you can get a copy of your documents anytime you want, from any place in your account. The SmartVault Drive allows you to copy, zip, and archive folders or documents anywhere in the SmartVault folder tree.
• Mobile access: Access and share your documents on the go from any Internet-enabled mobile device

QuickBooks Integration

• Unique integration with QuickBooks via SmartVault Toolbar: Attach to and view documents from more than 30 types of QuickBooks transactions, creating an intuitive document repository.
• Attach documents directly to entries in QuickBooks: Scan from any TWAIN-compliant scanner, or drag and drop documents from your computer directly to the SmartVault Toolbar.
• Intuitive document organization: View, print, delete and copy documents directly from QuickBooks using the integrated SmartVault Toolbar.
• Attach notes to QuickBooks entries: Attach additional information about the entry, track conversations, approvals or special handling. Mark a note that needs attention as urgent.
• Back up QuickBooks company files: Easily configure SmartVault to back up and restore your QuickBooks company file so you always have the latest copy. Share and transfer your company files to your laptop, home computer, or to your accountant so the latest copy of QuickBooks is available where and when you need it.