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:
- Standard- $28/user/month (Billed Monthly)
- Standard- $20/ user/month (Billed Annually)
- Business Pro- $56/user/month (Billed Monthly)
- Business Pro- $40/user/month (Billed Annually)
- Accounting Pro- $56/user/month (Billed Monthly)
- Accounting Pro- $40/user/month (Billed Annually)
Compatibility:
QuickBooks, Drake, Lacerte, Intuit ProSeries, ProSysytem FX, ATX, UltraTax, Taxwise, Xero, Salesforce, Method CRM
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 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.
- 99.99% Uptime
- 45-day Rolling Backup
- 14-day Free Trial
- Always-on Support
- HPC Cloud
- Disaster Recovery
