SmartVault Now Available Print E-mail

February 2011

Swizznet QuickBooks® hosting and cloud computing solutions is pleased to offer even more ways to help you and your clients go paperless with the addition of SmartVault integration.

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With SmartVault, you get a single solution for managing your documents and a document portal to share files easily and securely.  Enhance your brand and overall professional image by custom branding the SmartVault document portal with your company logo, custom colors and links. SmartVault also offers a unique plug-in for QuickBooks® creating a seamless user experience for scanning, attaching, and finding documents within a familiar application. SmartVault's Software-as-a-Service solution means that you can access documents any time and from anywhere via a Web browser or Internet-enabled mobile device. There is no additional charge to add SmartVault access on Swizznet and SmartVault offers a free no-risk 30-day trial on all plans so you can make sure it's the right fit for you and your business.  Just click here and pick the plan that works for you to get started today. 

SmartVault on Swizznet

The SmartVault Toolbar integrates smoothly with QuickBooks® on Swizznet,  making it easy to go paperless and attach and view documents for 30 types of entries in QuickBooks®.

The SmartVault Inbox can be used by clients or other business users outside of Swizznet. Your clients or other business users can quickly and easily use a local scanner to convert paper files to digital format and scan their documents into the SmartVault Inbox. When they scan their documents into the SmartVault Inbox, their documents are quickly and securely uploaded into a secure folder on your SmartVault portal. Clients outside of your hosting environment can also quickly and easily upload documents into your SmartVault portal by dragging and dropping files and emails from Outlook 2003 or later into the SmartVault Inbox.

The SmartVault Portal gives you and your users anytime, anywhere access to your documents, both when you are working within the Swizznet system, as well as when you are working outside of  Swizznet.

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Our Clients

As a CPA with a small practice, Swizznet provides me with a cost efficient solution to operate my business from any location, and gives my clients the same capabilities.  Swizznet offers a virtual desktop from which I can access most (and store all) of my company files, as well as my clients’ files, so that my firm and my clients can securely access the same Quickbooks files at the same time.  The connection speed is fast, and beats any remote connection that I’ve used to date.  Swizznet has helped me start my CPA practice the way I hoped to – mobile, secure, efficient, and virtually paperless.

Kim Crouch of Burgess, Lowman & Lay, PA