Sign up for a SmartVault account (PDF)
If you have not already created your SmartVault account, this guide will walk you through the process.
Configure the SmartVault client (PDF)
This guide walks you through installing and configuring the SmartVault client. The client includes the
SmartVault Toolbar (attach documents directly to QuickBooks entries), and the
SmartVault Inbox (scan and upload documents for later processing, with or without QuickBooks).
Ready, Set, Scan! (PDF)
This guide walks you through scanning your first document and attaching it to a QuickBooks entry.
Configure a Fujitsu ScanSnap scanner (PDF)
SmartVault has a custom integration with Fujitsu ScanSnap scanners. This guide helps you configure and use a ScanSnap scanner.
Accountant Edition Setup Guide (PDF)
This guide will get your firm up and running with the SmartVault Accountant Edition, including setting up your firm users and setting up your first client.
Working with Clients (PDF)
If you are a bookkeeper or accountant, this guide explains how you can use SmartVault Accountant Edition to work with clients.