SmartVault released the latest version of its online document management service for QuickBooks users at the New Jersey Society of CPAs Accounting, Business and Technology Show.
The new release is designed for accounting professionals who provide client bookkeeping as part of their service offering. This software integrates document management into the client bookkeeping workflow process
The new system enables accounting professionals to manage multiple clients from a single interface and receive a single bill for all clients, with volume discounts up to 20 percent. Accountants and bookkeepers can organize all of their paper and client correspondence with the system, including documents, reports, e-mails, notes and photos. Documents are available from within QuickBooks and can be accessed anytime using a Web browser.
Accounting professionals can also set up an inbox to give administrative staff and clients who dont use QuickBooks the ability to scan and upload documents for processing. The new version also includes help and support updates to the SmartVault portal to enhance the user experience.
Client vaults can be set up for $19 a month. SmartVault provides a single client user with access to QuickBooks and the portal. It also offers unlimited inbox-only users, and storage for up to 1,000 documents.
For more information, visit www.smartvault.com.
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