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A Single Solution for Document Management, Secure File Sharing & QuickBooks Integration

SmartVault provides the easiest way for 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. Learn more about SmartVault for your Business (video).

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.
  • Easy file access and sharing - Access and 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.
  • Fast, easy scanning to your hosted desktop - Quickly and easily scan and upload documents to your hosted desktop with the SmartVault Inbox.
  •  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.
  • Mobile Access - Upload, view and share files on-the-go from your iPhone, iPad, Android, Blackberry, or other Web-enabled mobile device.

With SmartVault, your files are stored securely online, plus you get the flexibility to access those files from a Web browser, your mapped SmartVault Drive, your Web-enabled mobile device, or directly from QuickBooks inside of your hosted desktop. SmartVault truly changes the way you interact with documents - and lets you work the way YOU work.

SmartVault Pricing Options

All SmartVault plans include a 30-day free trial. You can add more storage and additional users to your account at any time.

 Individual Plan

 1 User

  • 1 User
  • 2 GB Web Storage
  • 25 Guest Users (Portal-only access)




 $19/month*

 Team Plan

 3 Users

  • 3 Users
  • 15 GB Web Storage
  • 100 Guest Users (Portal-only access)




 $39/month*

 Professional Plan

 5 Users

  • 5 Users
  • 30 GB Web Storage
  • Unlimited Guests  (Portal-only access)
  • Custom Branding
  • User Activity Logs
  • Free Training
  • Premium Technical Support

 $69/month*

*Annual billing is available. Save 10% when you pay annually.

Benefits of Using SmartVault in a Hosted Environment

If you are using a hosted environment to run applications like QuickBooks® and Microsoft Office, SmartVault is the smartest solution available for transitioning to a paperless workflow.

The SmartVault Toolbar integrates smoothly with your QuickBooks installation in your hosted environment, making it easy to go paperless and attach and view documents directly to entries in QuickBooks.

The SmartVault Inbox can be used by clients or other business users outside of your hosting environment. Your clients or other business users can quickly and easily use a local scanner to convert paper files to digital format and scan their documents into the SmartVault Inbox. When they scan their documents into the SmartVault Inbox, their documents are quickly and securely uploaded into a secure folder on your SmartVault portal. Clients outside of your hosting environment can also quickly and easily upload documents into your SmartVault portal by dragging and dropping files and emails from Outlook 2003 or later into the SmartVault Inbox.

The SmartVault Portal gives you and your users anytime, anywhere access to your documents, both when you are working within your hosted environment, as well as when you are working outside of your hosted environment. Learn more at www.smartvault.com.



 
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Our Clients

We appreciate our relationship with Swizznet. The entire Swizznet team is incredibly responsive. Our client is pleased to have their data secure and offsite with no need to upgrade in-house technology. You make us look like heroes, and we could not do it without you!

Sharon Vik, CPA of Sharon Vik, CPA, PS