Document management is an important part of running a business. You need to be sure that both your employees and clients are working with current versions; that only designated personnel have access to certain documents; and that you have fast and easy access to the documents you need.
There are a lot of available software programs and websites designed to help your business with document management. However, these solutions often require a lot of training so that you and your employees can learn a new interface.
SmartVault is a solution that easily integrates with QuickBooks, so you can quickly add document management capabilities to a program that you already use.
The many benefits of using SmartVault include:
- Accessibility – With the ability to access your documents from the web, you can work from anywhere or share files with clients as needed.
- Security – Your files will be regularly backed up online and stored in a secure offsite data center, so you don’t have to worry about losing data because of broken or stolen computers.
- Familiarity – You already use QuickBooks every day; integrating with SmartVault makes document management fast and seamless.
- Eco-Friendly – Web-based file management cuts down on paper use. You don’t need to store hard copies of files, and you can email documents to clients.
- Flexibility – You have complete control over which files are shared and who has access to them. Whether you make a document available to an individual, multiple departments or the whole company is completely up to you.
- Mobility – With remote access to all of your documents, you can work from any computer, even your smartphone.
- Simplicity – If you already have a file structure, all you have to do is drag and drop the folders into SmartVault. Transferring to the new system is easy.
Integrating SmartVault into QuickBooks is an excellent way to streamline document management, but your business can benefit even if you don’t use QuickBooks. You can even create a professional-looking customized document portal for your clients to access files. No matter how large or small your business is, properly managing documents will improve efficiency and workflow.
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