Tag: SmartVault
Working with Remote QuickBooks Clients, Remotely
QuickBooks for Windows is a desktop product, but nowadays we find that there is a great deal of interest in being able to work with QuickBooks from a remote location. This could be an employee wanting to work with data while on the road, a manager checking info from home, or an accounting professional managing [...]
SmartVault vs Bill.com
In an ever crowded arena of web-based applications available today, two stand out as essential for any thriving business. SmartVault is a powerful online document management system and Bill.com is the best in breed for online payables (and great for online receivables too). Both have the ability to store documents – so which should you [...]
QuickBooks Online Document Management with SmartVault
For many businesses Document management is a key function. You need to store important documents securely, and in a way that lets you retrieve them easily. You need to be able to access them while you are in your office as well as when you are traveling. You need to easily share documents with clients, [...]
QuickBooks Online–Changes for November 2012
Here’s a preliminary look at some changes that you’ll see in QuickBooks Online in the next release coming out in November 2012. Please note that I haven’t had a chance to play with any of these new features at this time. I won’t show screen shots because the details may vary by the time this [...]
I Like My Fujitsu ScanSnap S1500 Scanner
I guess that says it all. I have several scanners in my office, but the one that I always use is the Fujitsu ScanSnap S1500 (and, no, Fujitsu didn’t give me one, I bought it myself). Is it perfect? Well, no, but I love the way it works in my particular situation. Let’s take a [...]
SmartVault for QuickBooks Document Management, and Beyond
Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving communications between employees, [...]
Are You Safeguarding Information When Sharing Files with Others?
As an accounting professional, you’re required to transfer sensitive information every day in tax returns, payroll reports, financial statements, QuickBooks or Peachtree files, and other financial documents. Most of us would just attach these items to an email, but is that really the safest, smartest way to share information?
Connecting the Pieces in the Chunkified World of Business Processes
For those of us who make a living focused on desktop accounting software such QuickBooks, Peachtree, or any of the dozens of Windows-based accounting products, I see huge disruption, but also exciting opportunities on the horizon. As I look around at new innovations, new venture capital investments, and new successes in the market, I’m becoming more and [...]
QuickBooks 2012 Document Management is Changing Again!
Document Management has been an optional feature in QuickBooks since the 2010 release. The product has evolved over the past two years, and with QuickBooks 2012 we see not only some improvements, but also a dramatic change in how the product is offered. Local storage of documents is free. In addition, the ability to store [...]
Speeding up Your SmartVault Drive
If you’re experiencing slow performance with SmartVault’s Mapped Network drive when using Windows 7, here is a trick that should greatly improve the performance.
Virtual Time & Expense Tracking Software
Virtual Software is an online time and expense tracking system that integrates with QuickBooks® and Peachtree® accounting products, providing additional security and controls needed to eliminate data entry errors. Employees can easily enter data online, ensuring accurate, approved data in your accounting software and/or payroll processor, delivering optimal results with minimal training.
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