SmartVault has expanded its online document management system beyond QuickBooks users to address the needs of more accounting firms and business customers.
With SmartVault V3, users can now customize their file and folder structures, invite other users to access specific folders, and integrate their SmartVault folders directly with Windows Explorer or the Mac Operating System, to securely drag and drop documents or entire folders to or from their local file system.
The latest version enables users to organize multiple levels of folders for all their documents, not just those associated with QuickBooks. Prior to this release, the documents stored had to be associated with a transaction or a specific area within QuickBooks (such as the Report Center window). Users can now create a customized folder and subfolder structure outside of QuickBooks to store all their files securely online.
Users can now invite one person or a group of people to access specific documents or an entire folder hierarchy in SmartVault. Accountants can invite clients to access financial statements, reports and other documents securely, without the use of unsecure e-mail, USB drives or compact discs. Businesses can also invite their accountant, lawyer or other business service providers to a specific folder to view and share documents.
Users also can now browse, upload, and download documents with more easily with the SmartVault Web Drive. By mapping a drive letter to SmartVault, users have the ability to save documents from their favorite applications directly into SmartVault. SmartVault can also be used just like any other network share or local hard drive, giving users the ability to drag-and-drop or Save to SmartVault from any Windows application. Mapping of Web drives is also available on any smart phone, Mac, Linux or UNIX computer that has a WebDav client, including Apples iPhone.
Pricing starts at $19 a month for a single user with 2 gigabytes of storage. A free plan is available with up to 100 megabytes of storage. For more information, visit www.smartvault.com.
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