Smart Vault Integration

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Smart document management between SmartVault, QuickBooks and Results!

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DO MORE WITH SMARTVAULT & RESULTS

BENEFITS

  • Add documents to any record within Results or QuickBooks.
  • Scan and attach in one step.Easily file agreements, contracts, diagrams and other documents, connecting them to any record in Results and storing them securely in SmartVault.
  • Attach & view documents at the company level. View all contracts, diagrams, and other business documents in relation to the entire account record.
  • Work within the application of your choice. Access documents from within Results, SmartVault, and/or QuickBooks, regardless of where they were originally added, and without duplicating storage.
  • Access documents anytime, anywhere via web portals.

Sign up for SmartVault!

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TRY IT NOWReady to learn more about Results?