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What is SmartVault?

SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.

What is Hubdoc?

Hubdoc provides a convenient way to import your financial documents and transform them into formats that can be easily used. Capturing these documents is simple, allowing you to use your mobile device for photos, send them via email, scan them, or upload files directly to the Hubdoc platform. All vital documents are securely stored in one online location for easy access. The system automates the process of data entry by extracting essential details from invoices and receipts, including vendor names, amounts, invoice numbers, and due dates, which can then be used to create transactions in Xero and QuickBooks Online, while also keeping the original documents attached. By inviting your accountant to your Hubdoc account via email, they can effortlessly monitor your bookkeeping tasks. This arrangement keeps your accountant well-informed and actively involved in your financial management, enhancing the efficiency of collaboration while ensuring that no detail is overlooked. This seamless integration of document management and accounting provides significant time savings and reduces the potential for errors in your financial processes.

Media

Media

Integrations Supported

QuickBooks Online
Xero
ATX
Acctivate Inventory Software
CCH Axcess Tax
Emburse Nexonia
Emburse Tallie
FileThis
Intuit ProSeries Tax
Ledgersync
Method:CRM
Rightworks
SKYLINE
Salesforce
TaxWise
UltraTax CS

Integrations Supported

QuickBooks Online
Xero
Box
QuickBooks Online Advanced
Shift

API Availability

Has API

API Availability

Pricing Information

$20.00/month/user
https://www.smartvault.com/pricing/
Free Trial Offered?

Pricing Information

$12 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

SmartVault

Date Founded

2008

Company Location

United States

Company Website

smartvault.com/

Company Facts

Organization Name

Hubdoc

Date Founded

2011

Company Location

Canada

Company Website

www.hubdoc.com

Categories and Features

Content Collaboration

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

File Sharing

Audit Trail
Document Management
Drag & Drop
Electronic Signature
Encryption
Search
User Management
Version Control
Workflow Management

Portal

Document Management
File Sharing
Search

Categories and Features

Bookkeeping

Expense Tracking
Spend Management

Data Extraction

Disparate Data Collection
Document Extraction

Document Scanner

Not specified

Financial Audit

Not specified

Financial Reporting

Audit Trail
Multi-Department / Project

Receipt Scanner

Not specified

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