| Price | Standard: $35 per user per month Accounting Pro: $65 per user per month Accounting Unlimited: $90 per user per month Business Pro: $70 per user per month |
|---|---|
| Rating | 4.3/5 Based on 96 reviews on G2 |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks Pro | QuickBooks Premier | QuickBooks Enterprise | Drake | ATX Tax Software | DocuSign | Wolters Kluwer | UltraTax CS | Lacerte | Results CRM | Method CRM | Xero | ProSystem fx Tax Software | TaxWise Software |
| Developer | SmartVault Corporation |
SmartVault is a cloud-based document sharing, management, and storage platform that eliminates the need for on-premise IT storage infrastructure. SmartVault offers a unified platform for multiple users to collaborate in real-time with their internet-enabled personal devices from remote locations.
Data security is a vital consideration for businesses when trusting a document management platform. SmarVault is a highly secure document management platform. It deploys a 256-bit AES encryption to keep your data secure during transit and rest. It also offers an audit trail to track each user’s activity. Other security measures include custom user permissions, automatic data backup, and audit reports.
SmartVault integrates with QuickBooks Desktop to enable remote access to your QB company files and data. You can upload attachments easily and map them to data entries. You can also store unlimited data without worrying about in-house IT expenses.
SmartVault offers templates that you can customize to meet firm needs. Create engagement letters and forms and send them for signatures to clients in real-time.
SmartVault is compliant with major regulations, such as GPDR, HIPAA, SOC2, FINRA, GLBA, etc, avoiding unanticipated penalties and ensuring stress-free operations.
With SmartVault, you can create customizable request lists for signatures, automate document storage based on workflows, and create templates for folder structure.
SmartVault's customizable client portal offers a centralized platform for clients to review, share, and e-sign documents, reducing back-and-forth email communication.
SmartVault integrates seamlessly with accounting, tax, email, CRM, or e-sign tools, such as QuickBooks, Lacerte, UltraTax CS, ProConnect, Drake, and more.
SmarVault's integration with DocuSign lets you easily request and track client signatures, enabling your customers to sign from anywhere, anytime, at their convenience.
Ace Cloud Hosting deploys advanced security protocols, such as MFA, gateway firewall, antivirus, anti-malware, and OS patching at multiple levels to ensure data protection against all threats.
Ace Cloud Hosting offers dedicated customer support 24x7. Contact our cloud experts anytime through phone, chat, or email to get a quick resolution to all your issues.
We offer a 99.99% uptime in our SLA through a robust business continuity and disaster recovery plan, infrastructure redundancy, and Tier-5 data centers, guaranteeing continuous operations from any device.
Data storage in Ace Cloud Hosting's cloud environment is unlimited. We also offer a 45-day data backup as part of our services at no additional cost. The data is backed up automatically daily.
All your apps and data are hosted on our cloud, enabling businesses to reduce on-premises capital IT expenses. We also take care of IT upgrades, maintenance, and support, minimizing IT efforts.
Ace Cloud Hosting is built on an HPC computing server environment, ensuring optimum performance. It empowers you to work without interruptions from any remote location; you only need an internet connection.
Here are the steps you can follow to integrate SmartVault with QuickBooks Desktop. In case of any issue, connect with our Solutions Consultant anytime.
Sign in to SmartVault and create a vault for the QuickBooks company file.
Open QuickBooks in single-user mode.
Grant access to SmartVault in QuickBooks Application Certificate.
Select the vault to which you want to add the QuickBooks company file.
