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SmartVault

Online Document Management And Sharing Platform

Document Management

SmartVault integrates easily with accounting, tax, and CRM software to offer businesses a platform for storing their critical documents securely, automating the document workflow, and facilitating easy file sharing in the cloud.

Pricing:

STARTER - $25.00 per month

TEAM - $15.00 per month

PROFESSIONAL - $25 per month

ACCOUNTING PRO - $50 per month

TAX PREP - $37.50 per month

Compatibility:

QuickBooks, Drake, Lacerte, Intuit ProSeries, Xero, Salesforce, Method CRM

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Features And Benefits

Online Storage

Store all your documents in SmartVault’s secure cloud environment with automatic backup and data encryption and get anywhere, anytime access to data.

Secure Sharing of Files

Set access, create, edit, or delete permissions for different users according to their roles. SmartVault supports compliance with HIPAA, GLBA, FINRA, and others.

eSignature

Get any documents e-signed on the client portal or SmartVault Connected Desktop from any device. Receive notifications for the confirmation of signatures by all members.

Branded Client Portal

With SmartVault’s built-in client portal, you get a user-friendly interface to share files easily, which can be customized with your company’s brand name and logo.

Automated Workflow

SmartVault offers automation with the batch distribution of documents to clients by a single click and sending of files to the right destination after printing.

Seamless Integration

SmartVault integrates with accounting applications (QuickBooks), tax applications (Lacerte), and CRM (Salesforce, Method CRM) to enable a seamless data flow.

A Complete Cloud Solution With SmartVault and Cloud Hosting

Along with SmartVault’s secure online document storage platform, you can also host your applications on the cloud to get a complete cloud solution. Ace Cloud Hosting offers hosting of applications like QuickBooks, Lacerte, and ProSeries on the cloud, which can be integrated seamlessly with SmartVault to enable an efficient and error-free workflow.

99.999% Uptime

100-day Rolling Backup

10-day Free Trial

Always-on Support

HPC Cloud

Disaster Recovery

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