Integrations

Canon On Touch Scanner

• Creating Shortcuts for Canon P-215II or Canon P-208II Scanners
• Scanning Documents to SmartVault with Older Canon CaptureOnTouch Scanners
• Scanning Documents Using the SmartVault Connected Desktop and a Canon P-215II or Canon P-208II Scanner
• Scanning Documents Using the SmartVault Inbox and a Canon P-215II or Canon P-208II Scanner

Docdown

• Getting Started with Docdown
• Setting Up your Docdown Account
• Getting to know the Docdown Platform
• Docdown Overview
• Creating your First Fillable PDF
• Grouping Fields in Fillable PDFs Using Docdown Editor

See all 8 articles

DocuSign

• DocuSign Subscription FAQs
• Integrating an Existing DocuSign Account with SmartVault
• Adding DocuSign to Your SmartVault Account
• Tracking DocuSign Usage Data
• Creating a New DocuSign Account and Integrating with SmartVault
• Adding Your Employees to DocuSign

See all 11 articles

Fujitsu ScanSnap Scanner

• Creating a ScanSnap Profile for the Fujitsu iX1500 Scanner
• Documents Not Scanning to the Toolbar with ScanSnap
• Configuring a Fujitsu ScanSnap Scanner
• Creating SmartVault ScanSnap Profiles for Fujitsu ScanSnap Scanners
• Scanning Documents to the SmartVault Toolbar with Fujitsu ScanSnap
• Scanning Documents Using the SmartVault Inbox and a Fujitsu ScanSnap Scanner

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HubDocs

• Changing Hubdoc's Upload/Destination Folder within SmartVault
• Integrating Hubdoc with SmartVault

Intuit Lacerte and ProSeries

• SmartVault and Intuit ProSeries Integration Workflow
• SmartVault and Intuit Lacerte Integration Workflow

FreshBooks

• Attaching Documents Using the SmartVault Toolbar for FreshBooks

Liscio

• Integrating Liscio with SmartVault

QuickBooks Desktop

• Uploading an Archived QuickBooks Company File
• SmartVault and QuickBooks Integration Workflow

QuickBooks Online

• Debugging the Logging for QBO Browser Extensions
• Installing the SmartVault Toolbar for QuickBooks Online, Xero, or FreshBooks
• Attaching Documents to the SmartVault Web Browser Toolbar
• QBO Does Not Complete Authorization in Chrome
• Troubleshooting Guide: Quickbooks Online Toolbar
• Disabling/Removing the SmartVault Browser Extension

Quoters

• Getting Started with Quoters
• Setting Up your Quoters Account
• Getting to Know the Quoters Platform
• Creating Proposals with Quoters
• Exploring the Quoters Editor
• Sharing a Proposal with your Clients within SmartVault

Reckon Accounts

• Understanding Vaults and Folders For Reckon Partners
• Getting Started - SmartVault for Reckon Partners
• Vault Structure for Sharing Reckon Accounts Company Files
• Adding a Reckon Accounts Company File to SmartVault
• Attaching a Document in the SmartVault Inbox to a Reckon Accounts Entry
• Attaching Supporting Documents to Reckon Accounts Transactions

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Right Networks

• Installing the SmartVault Application within Right Networks

Salesforce

• Integrating Salesforce with SmartVault

TaxCalc

• TaxCalc Integration - Adding a client to SmartVault from within TaxCalc
• Integrating your SmartVault Account with TaxCalc
• Uploading a TaxCalc eSign Envelope to SmartVault
• Uploading Files from TaxCalc to SmartVault
• Adding an Additional TaxCalc User in SmartVault
• Integrating TaxCalc with SmartVault

See all 7 articles

Xero

• Supported Xero Transactions