We reported on the announcement of FileThis developing an integration with SmartVault in November of 2014. Today, February 19, FileThis Pro, the digital document collection and filing service, launched its integration with SmartVault, a provider of Software as a Service (SaaS) online document storage and secure file sharing solutions.
The press release we received stated that "FileThis Pro gives accountants a revolutionary new
way to automatically collect their clients’ taxes and financial statements, offering an easy to use service that works like a personal assistant. It fetches bank statements, bills, and tax related documents from over 400 institutions, converts them into text-searchable PDF files, and delivers them to central storage locations like Google Drive, Dropbox, and now SmartVault. By integrating FileThis Pro with SmartVault, accountants can now automate the most time consuming part of their daily job: gathering and finding missing client documents and statements. Instead of uploading source files manually, FileThis Pro sends them directly to a client’s folder in SmartVault, where accountants can easily process them to QuickBooks, QuickBooks Online, or Xero."
Regarding the integration, Brian Berson, CEO and Co-Founder of FileThis stated “We’re thrilled to provide SmartVault users with direct integration with FileThis Pro to close the loop between document delivery and document storage – offering a completely digital, automated, and secure process from start to finish.”
Eric Pulaski, founder and CEO of SmartVault stated, “SmartVault continually strives to partner
with best-in-class solutions to help accountants create more efficiency in their day-to-day workflow so they can be more productive. FileThis Pro provides SmartVault users with an easy way to automate their paperless document workflow – which is especially important as accounting professionals and the clients they serve seek to streamline the process of preparing for tax season and beyond.”
In order to utilize the integration, SmartVault users simply connect their FileThis web app with their financial accounts, and set up the storage destination as SmartVault. FileThis Pro will then deliver up to three years’ worth of statements to a designated folder in SmartVault. This integration gives accountants, bookkeepers, and other tax pros the ability to obtain multiple client statements and bills at once, pre-schedule their work and load levels, and know when monthly or end-of-year documents will arrive.
FileThis Pro offers multiple plans for small, medium, and large businesses to take advantage of its automated document fetching and filing solution. Free trial accounts are available at FileThis.com/Pro.
About FileThis Inc:
Named by TIME Magazine as one of the “50 Best Websites of 2014” and a Macworld “Best of Show 2012” winner, FileThis is the easy-to-use service that safely fetches and organizes important documents, including bills, bank statements, medical records, insurance policies, and more, eliminating paper waste and the need for a filing cabinet. FileThis utilizes bank-level security practices, including encryption, auditing, logging, and back-ups, and is backed by the Verisign security seal and the McAfee Secure badge. For more information visit FileThis.com.
SmartVault, a leading provider of Software as a Service online document storage and secure 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 multiple Technology Innovation Awards from CPA Practice Advisor, and has earned both Awesome App and Awesome QuickBooks Add-On awards from The Sleeter Group.
SmartVault is a registered 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 SmartVault.com.