SmartVault Announces Big Usability Enhancements to QuickBooks® Online Integration

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SmartVault commits to providing QuickBooks Online users with a rich, interactive experience for integrating SmartVault into the QuickBooks Online workflow.

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...most users want to ‘self serve,’ so it’s important that we give them a user experience right out of the gate that reduces any friction regarding setting up the service in their environment.

SmartVault, a leading provider of SaaS online document storage and file sharing solutions, announced today that newly launched enhancements to the SmartVault-QuickBooks Online integration process focuses entirely on improving the user experience—from the initial account provisioning all the way through attaching a document to an entry in QuickBooks Online. Main enhancements include streamlining the authorization process and offering an interactive ‘helper’ for step-by-step setup guidance so a user can get up and running on the service in minutes.

“We are committed to providing QuickBooks Online customers with a completely integrated and interactive experience for setting up the SmartVault service. We put a great deal of thought into these new enhancements, which are designed to guide users through every step of the process of downloading and integrating SmartVault for QuickBooks Online into their workflow,” stated SmartVault founder and CEO, Eric Pulaski.

SmartVault introduced two primary enhancements in this service update:

Streamlined Authorization Process—Offers users a simple and intuitive process for authorizing access of the SmartVault for QuickBooks browser extension.

New Interactive ‘Helper’—Supports users with on-screen instructions to help them easily complete set up from account provisioning to attaching a document to the integrated SmartVault Toolbar.

SmartVault recognizes the need for superior cloud-base document management while also realizing the need for creating a rich customer experience from the start. These new enhancements were designed with the user experience at the forefront.

“The service can be best-of-breed, but if it’s not easy to get up and running, users will not see the value immediately,” said Pulaski. “We also know that most users want to ‘self serve,’ so it’s important that we give them a user experience right out of the gate that reduces any friction regarding setting up the service in their environment.“

John Abbott, Senior Technologist at SmartVault, stated, “It’s not enough to just deliver a killer app anymore. The Cloud is now overloaded with applications, so just picking the right one can be overwhelming enough for users. It’s up to application developers like us to envision the experience from the user’s perspective and then do everything we can to build apps that are exceptionally easy to implement and use.”

SmartVault for QuickBooks is available to all QuickBooks Online users right from the Intuit AppCenter. SmartVault offers a free 30-day trial and a subscription of $9/month once the trial is over. To learn more or start a trial of SmartVault for QuickBooks, visit the Intuit AppCenter at

About SmartVault

SmartVault, a leading provider of Software as a Service online document storage and 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’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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