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What is SmartVault

by Intuit Updated 8 months ago

SmartVault is a third-party application that Intuit is partnering with to provide document management, client portal and file sharing services.

If you want to see how SmartVault compares to DMS, go here.

SmartVault overview

SmartVault is a secure online file sharing and document storage program that offers these features:

  • Online Document Management: Access file anytime from any device. SmartVault delivers all the benefits of a cloud drive, with best-in-class security and productivity features you need to run your business.
  • Secure File Sharing: Get features built for business, including selective sharing, group security management, custom templates, audit reporting and a robust view in browser capability.
  • Client Portal: Create a custom-branded portal to access, manage, and securely share all your files and documents, anytime and from anywhere. Quickly and easily share documents or folders with users inside and outside of your company or firm. You can access the client portal securely from any Web browser or Internet-enabled mobile device.
  • Integrated Apps: With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks, QuickBooks Online, Canon, Fujitsu and Microsoft Outlook. Stay audit ready and say goodbye to document silos ? with SmartVault, you have one solution to store and share all your files.

Feature-list and additional info.

  • Safe, Secure File Sharing: Send a link from the client portal or embed a link in your email client. Users see only what you've given them access to
  • Drag and Drop: Drag and drop files directly to the SmartVault Toolbar, Inbox, and Drive.
  • Document Security: We employ AES-256 SSL to protect all documents, passwords, and interactions.
  • Set Granular Permissions: Grant access to users down to the folder-level - and control user's rights for upload, download, modify, and delete.
  • Customized File and Folder Structure: Create and organize multiple levels of folders to manage all your files.
  • Integrate with Windows Apps: Save any document directly to folders in SmartVault.
  • Custom Branded Client Portal: Secure client portal branded with your company logo and color scheme. Add a custom link from your website.
  • QuickBooks Integration: Attach and view documents directly from QuickBooks transactions. Backup and share QuickBooks company files.
  • Drive Mapping: Easily open, view, edit and save files. Use SmartVault just like any other drive on your local computer.
  • Microsoft Outlook Integration: Send links, upload files, convert attachments to secure links - all from Outlook.
  • Activity Tracking: Complete audit trail of which users uploaded, downloaded, changed, or deleted a file, and when.
  • Automated Alerts: Set alerts to be automatically notified when files are uploaded or downloaded.
  • Mobile Access: Access and upload files, photos, videos, and emails directly to SmartVault from your internet-enabled mobile device.
  • Full Text Search: Find files based on name, description, keyword, or phrase.
  • Desktop Tools for Easy Upload and Access: Use our desktop tools; SmartVault Toolbar, Inbox, Drive, Client Portal, and Outlook Plug-in for easy upload and access to all your files.

For specific questions about SmartVault features, visit

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