Online document storage and file sharing product maker SmartVault has enhanced its QuickBooks Online integration process from the initial account provisioning all the way through attaching a document to an entry.
Main enhancements include streamlining the authorization process and offering interactive, step-by-step setup guidance so a user can be on the service within minutes.
A new authorization process offers users comparatively simpler access of the SmartVault for QuickBooks browser extension. Also, a new interactive ‘helper’ supports users with on-screen instructions to help them complete set up from account provisioning to attaching a document to the integrated SmartVault Toolbar.
“We put a great deal of thought into these new enhancements, which are designed to guide users through every step of the process of downloading and integrating SmartVault for QuickBooks Online into their workflow,” said SmartVault founder and chief executive Eric Pulaski. “The service can be best-of-breed, but if it’s not easy to get up and running, users will not see the value immediately. We also know that most users want to ‘self serve,’ so it’s important that we give them a user experience right out of the gate that reduces any friction regarding setting up the service in their environment.“
SmartVault for QuickBooks is available to all QuickBooks Online users from the Intuit AppCenter. SmartVault also offers a free 30-day trial and a subscription of $9 per month once the trial is over.
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access