Ready to get started? You’re just a few steps away from attaching documents to transactions in QuickBooks.
Install the SmartVault Desktop Software: a single download gives you access to all our Power Tools, including the SmartVault Toolbar for QuickBooks, the SmartVault Drive, and the SmartVault Inbox.
Map a Drive: use SmartVault just like any other drive on your PC or Mac – you can even drag and drop files in!
Scan to the SmartVault Inbox Using a TWAIN or a Scansnap Scanner: queue documents for later processing or scan straight to your bookkeeper!
Access Documents from a Mobile Device: access your attached documents from a mobile device with our apps for iPad and iPhone.