Welcome
Our Firm
Services
Meet Our Team
Career Center
Client Login
Preferred Partners
QuickBooks
Smart Vault
Calendar
Calculators
Planning Tools
Useful Links
Contact Us

 

 

 

SmartVault is a web-based solution that transforms QuickBooks into an easy-to-use document management system. The system’s innovative toolbar allows you to quickly attach and organize documents directly to entries in QuickBooks and access these documents via QuickBooks or SmartVault’s online document portal. Integration with QuickBooks enables you to work within a familiar interface—eliminating the time and cost associated with training.

SmartVault makes easy work of organizing client documents, including invoices, reports, contracts, emails, bills, receipts, and more. The solution’s online platform offers anytime-anywhere, secure access of documents for you and your clients for easy, convenient collaboration.

For more information or to order, click here.