SMARTVAULT + LEDGERSYNC
Automate the fetching and secure storage of financial information using the latest integration between Ledgersync and SmartVault.
Sync Ledgersync data into an organized folder structure within SmartVault and take advantage of automated data back-ups in the cloud.
Remove redundant tasks and implement a smooth, unified workflow from source document collection all the way through to your financial records.
Maintain the highest levels of compliance, by providing employees access to client statements without sharing passwords to financial institutions.
Automatically extract banking transaction details using Ledgersync and save financial information straight into their own client vault in SmartVault for long-term storage.
In this webinar, you’ll discover how other accounting firms save time, maintain data security, and improve efficiency – powered by an integration with SmartVault and Ledgersync that unlocks seamless and secure accounting automation.
Watch Now``Requesting and sharing documents with clients used to be a messy and time-consuming process. Fortunately, we found SmartVault, a secure portal for all our client’s sensitive financial information. Their integrations with Ledgersync, and ScanSnap allow us to automatically sync all our supporting data within our own custom folder structures that make sense to us and our clients.`` Matthew Fulton(Parkway Business Solutions)