SmartVault Accounting for Professionals on Cloud9

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Using SmartVault accounting with Cloud9

As a SmartVault accounting professional, you understand the value cloud services can bring to your practice –

 – helping you boost efficiency and drive more profitability into your business. But how do you take the next step in making it happen for your firm? Simple, SmartVault accounting.

See also – Cloud9 Featured Partner: SmartVault

Look across the workflows in your practice that are the most paper and time intensive, pick an area to focus on, pick a few clients to test a new workflow with – and measure the results. Sound easy enough? (Don’t worry, we’ll help you get there…)


SmartVault accounting and Document Cloud Management & StorageIn this interactive webinar, we’ll show you how SmartVault accounting can be integrated into common workflows in your practice – tax preparation, bookkeeping, “clean up” and virtual CFO services – so that you can work more efficiently, be more responsive to your clients, and ultimately deliver more profit to your practice.

In this session specifically designed for Cloud9 customers, you’ll see a live demo of SmartVault accounting in action and learn how to:

  • Easily set up a file and folder structure tailored to the needs of your firm– giving you a central document storage system for all of your files
  • Give your clients an easy way to securely scan or upload files directly to you for processing (please…no more dropping the big envelope off at your office!)
  • Distribute reports, financials and tax returns securely – and automatically notify clients when their documents are ready
  • Attach and store source documents directly to transactions in QuickBooks – and find out why SmartVault may be a more secure alternative over the Doc Center in QuickBooks
  • Easily upload, access and share files directly from Microsoft Outlook (yes, email can be used to securely send files!)


We’ll show you all that in less than an hour – and we’ll even take 10 to answer your questions live.

SmartVault accounting combined with a Cloud Hosting Provider gives Accounting Pro’s an all in one virtual office solution by having the full desktop version of QuickBooks available anytime, anywhere synced in real time with their SmartVault system. Cloud9 Real Time is an Accredited Managed Service Provider delivering dynamic Cloud Solutions for Anytime, Anywhere access. Licensed by both Intuit and Sage for Commercial Hosting and offering a customized, privately labeled all-in-one virtual office solution.

Voted best hosting company for Accountants in 2012 by 5000 readers of The CPA Practice Advisor, Cloud9 Real Time provides clients a secure and private cloud solution. On the forefront of cloud computing, giving users access to their Applications, Data and Exchange services in one central location, Cloud9 Real Time offers QuickBooks hosting as well as custom virtual server creation. Never charging for storage, IT or maintenance.


Sarah Gardiner

All stories by: Sarah Gardiner