Acctivate Technology Partner


SmartVault integration for document management


SmartVault, a leading provider of Software as a Service online document storage and secure file sharing solutions, provides accounting professionals and businesses with an easy and affordable solution for users to store, view, and share files securely any time and from anywhere.

SmartVault & Acctivate

Acctivate users can access SmartVault from within Acctivate to easily and securely attach and view documents & files. By leveraging the integration between Acctivate and SmartVault, your documents can be accessed right from Acctivate, from QuickBooks (when a data sync is done), or from any web browser or mobile device. Easily find the file you need, when you need it.

With SmartVault and Acctivate, you get:

  • Secure & easy-to-use online document storage solution built right into Acctivate for attaching and viewing documents and files, such as receipts, images, invoices and vendor agreements.
  • Anytime, anywhere access to documents either from Acctivate or from any web browser or mobile device via SmartVault.
  • If syncing data to QuickBooks®, the same files will be available from within QuickBooks via the integrated SmartVault Toolbar. So you’ll never have to upload files twice.
  • Granular security controls – you decide who has access to what document.
  • SmartVault Electronic Inbox – a great desktop tool for scanning and uploading files to kick off a paperless workflow – also great for large file transfers
  • One click scanner integration – scan directly to SmartVault from any Twain compliant scanner (also check out their deeper integrations with the Fujitsu and Canon line of scanners).
  • One solution for secure, offsite backup of all your documents & files – not just those associated with QuickBooks & Acctivate
About SmartVault

About SmartVault

SmartVault’s unique integration with popular small- and medium-sized business applications such as QuickBooks, creates a seamless user experience for scanning, attaching, and finding documents within a familiar application.

With SmartVault’s web portal, users can securely view and share files. SmartVault has earned top honors from Intuit as a QuickBooks Gold Certified Developer, has won both a Readers’ Choice Award and multiple Technology Innovation Awards from CPA Practice Advisor, and has earned both Awesome App and Awesome QuickBooks Add-On awards from The Sleeter Group.