March 31, 2020

SmartVault Is the Smart Way to Work in the Cloud

Using of apps
By: Ronald B. Allen

As a business grows it often outgrows its ability to store documents on a server in the office. With multiple locations and increasing amounts of data, most businesses find themselves storing data in the cloud (server networks to which you connect via the internet). And today businesses seek to streamline their operations and take advantage of new workplace applications. Many of these apps allow several employees to collaborate on projects online. Thus a business needs secure document storage to prevent data theft and secure data retrieval and sharing. There are many online data storage options but just one specifically designed for business use and accounting practices. SmartVault is the smart way for a business to work in the cloud.

SmartVault Integrates with Many Software Applications

One of the many excellent features of SmartVault is that when you are doing your bookkeeping in QuickBooks, you can be directly connected to SmartVault. It is easy to scan and then attach your documents to entries within QuickBooks. Files are accessible anytime and from any place with an internet connection. SmartVault touts your ability to remain “audit ready” when your QuickBooks is integrated with their online document storage and retrieval system.


Likewise, SmartVault integrates with Microsoft Outlook. The “plugin” used for this purpose makes uploading, downloading, and collaborating on cloud-based files easy.

With the free plugin app, you can upload an email attachment to a folder in the SmartVault account. In fact, you can create new folders within SmartVault from within Outlook. Likewise, you can upload email messages to store in SmartVault.

Send Secure Links to Files and Folders in SmartVault

When sending a file that is stored in SmartVault to a business associate or client, simply choose the file and then embed a secure link to that file in your email. The link is secure and attaching this way is easier than downloading the file and attaching it to the email.

Receiving Files Sent Directly to SmartVault

Another great feature of SmartVault is that when you are waiting for a file from a co-worker or a client, you can give them a secure link with which they can upload the file to your SmartVault account. When the file arrives, SmartVault automatically lets you know that it is there.

Managing User Permissions

When you use the plugin that integrates Outlook with SmartVault you can even add new users to your account and handle basic level permissions for use.

Many Other Software Integrations

And, there are many more software applications for accounting and tax prep with which SmartVault integrates including Xero, DocuSign, Hubdoc, Intuit Lacerte, Drake Software, and FreshBooks. In the realm of CRM SmartVault integrates with Salesforce, Method: CRM, and ResultsCRM. And in the world of hosting providers, Skyline Cloud Services, Swizznet, Cloud Nine, and Right Networks.

SmartVault is a smart solution to document storage, retrieval of documents, and collaboration online. It integrates with many software programs that you may be using already. If you have an accounting practice or any business with lots of data to deal with, SmartVault is the smart way for a business to work in the cloud.

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