A Single Solution for Document Management, Secure File Sharing & Seamless Integration with SpringAhead and QuickBooks - Powered by SmartVault

SmartVault provides the easiest way for accounting firms and small businesses 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 SpringAhead and QuickBooks© - you can streamline how you work and communicate with your clients, accountants and business service providers. See a Demo of SmartVault in Action

With SmartVault, you get:

  • Secure online document storage. Create and organize folders based on your business needs, map existing folders or Windows drives directly to SmartVault, and enjoy peace of mind with offsite backup and recovery of your documents
  • Easy file access and sharing. Access and share documents securely any time and from anywhere via the Web portal. Easy 'Get Link' feature allows you to send files via email securely. Simple invitation model allows you to share files with one person or multiple people.
  • Seamless integration with QuickBooks. Attach to and view documents directly from QuickBooks entries using the integrated SmartVault Toolbar. With SmartVault, you can also backup and share your QuickBooks company file.
  • Advanced integration with SpringAhead. Attach documents to entries in SpringAhead, and export them to the SmartVault Toolbar for QuickBooks. Enjoy a thorough audit trail of all time and expense transactions, filed and stored electronically. See a Demo of SmartVault Integration with SpringAhead
  • Enhanced workflow and collaboration. Everyone is looking for a productivity boost. The ability to access files securely any time and from anywhere, plus easy file sharing and collaboration features help your business gain efficiencies.
  • Mobile access. Upload, view and share files on-the-go from your iPhone, iPad, Android, Blackberry, or other Web-enabled mobile device.

With SmartVault, you get a single solution for document management and file sharing. With SpringAhead, you enjoy a powerful and completely paperless web-based time and expense solution. And with the integrated SmartVault and SpringAhead solution, you get an end-to-end paperless workflow that enables you to eliminate manual data entry and filing to get the maximum convenience of a digital process.

Start Your Free 30 Day Trial of Smartvault Today. All SmartVault plans include a risk-free 30 day trial, plus free training and orientation for you and your staff.

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other supported platforms


  • Paychex
  • Millenium