Getting paper documents into a digital format is one of the main challenges for achieving a paperless office. With the SmartVault Inbox, users can quickly scan and upload documents into the SmartVault client portal
. Once documents are in the client portal
, they are ready for further processing by another person, such as an accountant or bookkeeper. Accountants love using the SmartVault Inbox with their clients because it is simple enough for the clients to use, increases efficiency, and reduces the burden of scanning.
For example, assume that your company has created a file structure where each employee in the sales department has an Expense Receipts folder. Each employee is responsible for scanning and uploading all of their expense receipts into their Expense Receipts folder by the end of the month. At the end of the month, the bookkeeper reviews the employee receipts, then attaches the electronic receipt to the appropriate QuickBooks entry.
Watch a video on using the SmartVault Inbox:
The largest single document that can be uploaded using the SmartVault Inbox is 2GB.