SmartVault Awarded Patent for Unique Toolbar Technology

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Patent provides SmartVault with exclusive rights to integrate document management functionality within QuickBooks® and other applications

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Earning this patent is an amazing achievement for the SmartVault team and a proof point that underscores the innovative spirit that is core to our business.

SmartVault, a leading provider of SaaS document storage and sharing solutions, announced today that the United States Patent and Trademark Office (USPTO) has granted a patent for the SmartVault Toolbar. The patent recognizes the ‘technique’ for seamlessly integrating the Toolbar within applications that do not natively support such toolbars. The SmartVault Toolbar offers “built-in” document management functionality, allowing users to easily attach supporting documents, such as copies of checks, receipts and invoices, directly to entries in QuickBooks. The patent gives SmartVault the exclusive right to use the claimed technique to integrate with other applications that don’t already have a graphical user interface for document management technology built in natively—in the same manner as it does now with QuickBooks.

“Receiving this patent is a huge milestone for SmartVault, and we are very excited,” said Eric Pulaski, founder and CEO of SmartVault. “It’s another indicator of how unique our document management Toolbar integration is, and how much this seamless integration adds tremendous value to the end user of that host application. Earning this patent is an amazing achievement for the SmartVault team and a proof point that underscores the innovative spirit that is core to our business. We will continue to push the creative boundaries to deliver solutions with real, tangible value to the business end user. It is what our vision is all about.”

SmartVault is currently working with other developer partners to support Toolbar integration across multiple accounting system and business-critical applications.

The patent was officially issued October 9, 2012. The US Patent No. 8,286,199 was granted for SmartVault’s "automated method for creating a graphical user interface [GUI] for a document management system that is visually integrated with an application having limited native GUI-integration capabilities."

About SmartVault
SmartVault, a leading provider of Software as a Service document storage and 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’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 a Technology Innovation Award from The CPA Technology Advisor, and has earned Awesome Add-on awards for QuickBooks from The Sleeter Group.

SmartVault is a trademark of SmartVault Corporation. All other company and product names mentioned are used only for identification purposes and may be trademarks or registered trademarks of their respective companies. Learn more at

QuickBooks® is a registered trademark of Intuit Inc.

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Kristy Short
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