Outsourcing the bookkeeping function can be a huge time and headache saver for small business owners – letting a pro handle the books frees up time to run the rest of the business. However, sharing Quickbooks database files, paper (or scanned) invoices, and bills to be processed can still present challenges when your bookkeeper or accountant is in different location.
SmartVault is a web-based solution that lets QuickBooks users securely store and share any of their QuickBooks database files or documents with another party. They recently announced an enhancement to the service called the SmartVault Inbox, which lets users scan and upload documents to an electronic holding bin for processing by someone else. So you can scan all of your bills and invoices into your bookkeeper’s inbox, who will have everything in one secure place for processing in QuickBooks. This new feature helps improve workflow and eliminates the clutter of many emails or hard copies going back and forth. The documents can be attached directly to entries within QuickBooks.
All of your data is backed up on SmartVault’s servers, so both your QuickBooks database files and your supporting documents are remotely accessible and backed up in case of a disaster.
Monthly service plans start at $15/month, with no additional per-user charges. The company is offering a 30 day free trial through their website at www.smartvault.com
Laura Leites, Assistant Editor, Smallbiztechnology.com
Latest posts by Ramon Ray (see all)
- FileMaker – Powerful Database That’s Evolved For Today’s Growing Businesses - October 18, 2018
- Why I Hired a Sales Coach & Why You Should, Too - October 11, 2018
- The Advantages of Opening a Merchant Account. A Global Perspective. - October 4, 2018