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SmartVault is the easiest way 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 work the way YOU work. With SmartVault, you get:

  • Secure online document storage

  • Easy file access and sharing

  • Seamless integration with QuickBooks

  • Anytime, anywhere mobile access

  • Free training!

ITK can help you get SmartVault working with QuickBooks, and also show you how to use tools like the SmartVault Plug-in for Microsoft Outlook to leverage SmartVault for secure document transfer or file exchange with customers, vendors, or business partners.

SmartVault is the easiest way to store and securely share files. Find the file you need, when you need it. Securely share with the right people. ​​​​Store Documents Securely Online ​​​​SmartVault delivers a paperless on-ramp for all of your files. Use any of their desktop tools to easily upload, access and manage your files.

  • ​​Anytime, anywhere access

  • Secure offsite back up of your files

  • All files transmitted with SSL encryption

  • Activity logs to monitor who accessed what, when

  • Custom branded client portals increase your professionalism

  • Granular folder-level permissions allow you to control who has access to what

  • Automatic alerts notify you when files are uploaded or downloaded

  • Integration with other business apps and mobile devices let you securely share files from anywhere

​​Share Files Securely & Stay in Compliance Safely share business files (even those with sensitive data) with confidence. Sending links to files is easy and ensures compliance with data privacy mandates.

Integrate with Business Apps

Upload, access and manage files stored in SmartVault from many popular business applications. Access bills from your financial system, customer contracts from your CRM system and receipts from your expense management or time/billing app. No other service delivers this type of seamless integration with your apps.

  • Attach to and view files from specific records inside an application

  • Access files stored in SmartVault from other apps in the SmartVault ecosystem or right from the SmartVault portal

  • The right people have access to the right files…always

  • Take a peek at the growing list of integrated business applications! QuickBooks, MS Outlook, MethodCRM, SpringAhead, XpandedReports and more!

Your Data is Secure With a world-class infrastructure, built by industry experts with more than a decade of experience in enterprise Intenet security, SmartVault allows you to rest easy, knowing your business documents are protected. How? Check out their security practices - it's all in plain English, no geek-speak! It's Easy to Get Started! The SmartVault Pricing & Plans page includes links to get your FREE Trial started now, or, if you have questions or would like assistance, we are here to help! Contact Donny Shimamoto at Donny@myintraprise.com to sign up for a FREE Smart Vault test drive! Not Ready For That Test Drive? Hear what the blogosphere has to say about the newest features in SmartVault. Highlights include:

Or click the links below for a more comprehensive look at the benefits of SmartVault!

Scan and attach documents and notes directly to over 30 entries in QuickBooks, and securely backup, restore and share QuickBooks company files.

Let Outlook be at the center of your workflow when it comes to securely sharing and managing your files. You can send, receive and securely manage documents securely right from inside Outlook to work the way YOU work. The Plug-in is free for all SmartVault Users.

Allows you to quickly and easily share documents or folders with one or more people and custom brand the portal to extend your own company's brand and level of professionalism.

The SmartVault Inbox allows users to scan or upload documents into an electronic holding repository, and retrieve them for later processing. This feature is similar to the physical Inbox tray that sits on many desks and is part of the daily workflow.

Take SmartVault with you and access your files no matter where you are. Your Smartphone just got a whole lot smarter! Use SmartVault on you iPhone, iPad, and Android devices.

Processing and storing paper business documents can be a daunting task that leads to a mountain of paperwork. SmartVault makes the paperless office a reality by delivering a seamless integration with Fujitsu ScanSnap.

SmartVault offers users the ability to map a drive directly to SmartVault creating a very intuitive way to create folders and browse, upload and view documents using a familiar Windows, Mac or Linux interface.

Contact one of our Business Excellence Advisors for more information at advisor@smbadvisor.us or 866-737-9991.

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