An InsynQ representative will
be contacting you shortly.
Request a Quote
SmartVault provides the easiest way for accounting firms and small businesses to store, access, and share documents online. From built-in wizards that interface with your scanner, to client portals for secure sharing, and integration with popular business applications like QuickBooks® — you can streamline how you work and communicate with your clients, accountants and business service providers.
Integrating SmartVault with your InsynQ-CPAASP hosted services allows you to work more efficiently with clients and coworkers in the cloud. Application hosting already helps accountants work closely with clients by giving them anywhere, anytime access to applications like QuickBooks and the integrations that work with it. By adding SmartVault to the equation, you can have a secure online document management tool that works seamlessly with your other hosted applications. When you move more of your business to an online platform, you’ll save time, money and be able to provide clients with better service.
With SmartVault, you get:
Secure online document storage. Create and organize folders based on your business needs, map existing folders or Windows drives directly to SmartVault, and enjoy peace of mind with offsite backup and recovery of your documents.
Work smarter in a hosted environment. The SmartVault Inbox makes it easy to scan to your hosted desktop and attach documents to entries in QuickBooks and other hosted applications.
Easy file access and sharing. Share documents securely any time and from anywhere via the Web portal. Easy ‘Get Link’ feature allows you to send files via email securely. Simple invitation model allows you to share files with one person or multiple people.
Seamless integration with QuickBooks. Attach to and view documents directly from QuickBooks entries using the integrated SmartVault Toolbar. With SmartVault, you can also backup and share your QuickBooks company file.
Enhanced workflow and collaboration. Everyone is looking for a productivity boost. The ability to access files securely any time and from anywhere, plus easy file sharing and collaboration features help your business gain efficiencies.