Understanding SmartVault
SmartVault provides an intuitive, Web-based solution you can use to store, view and share files securely any time and from any where.
Use SmartVault as a document management system as well as a client portal. SmartVault allows you to quickly organize and view all your files online and enjoy secure offsite backup and recovery of your data. Enhance your brand and professional image by custom branding the SmartVault document portal with your company logo, unique colors and links.
You can also use SmartVault’s ability to integrate with popular applications such as QuickBooks and Results CRM to go paperless and attach documents directly to records in applications, including QuickBooks entries.
With SmartVault, you can:
• Move to a paperless workflow with ease
• Easily and securely exchange files of all sizes
• Work within a familiar environment - no learning curve
• Enjoy fast, easy scanning with built-in wizards
• Extend your company brand to SmartVault's document portal
For more information about how you can start using SmartVault, see the following topics:
