« Adding the Open Balance on QuickBooks Open Sales Order Report | Main | Sorting Lists in QuickBooks »

March 05, 2009


Feed You can follow this conversation by subscribing to the comment feed for this post.

Hi Doug:

Thanks for your post.

A couple of things to keep the conversation moving:

1) Is the objective of looking at this type of solution just the ability to store documents online or is it full integration with QuickBooks?
2) Have you shown the board of directors just how much their "old" system of doing things is actually costing them? (usually way more than what SmartVault costs!)

If the goal is just documents online, Google Docs will be ok. If the goal is full integration and ease of access in QuickBooks, Google Docs is booted from the equation, as they have no integration with QuickBooks as far as I know.

The trick for you is to demonstrate just how SmartVault can really help streamline everything that needs to happen between you and the organization on a monthly or quarterly basis.

Or, you could let them get a free solution and bill for your services instead (big grin)...

Scott Gregory

I'm a CPA and am donating my accounting services to a local non-profit company. I'm using QuickBooks 2011 and will be doing work remotely for them. I've recommended they purchase the Team Version of SmartVault for the ease of use and the integration with QuickBooks. Their Board of Directors are bulking at the cost and suggest I instead use a FREE service such as something offered from Google, such I suppose as Google Docs. Your suggestion regarding the drawbacks of Google Docs or other free apps would be helpful. Thank you. - Doug

I recently came across your post and have been reading along. I thought I would leave my first comment. I don't know what to say except that it caught my interest and you've provided informative points. I will visit this blog often.

Thank you,


I'm glad you read it

The comments to this entry are closed.

Follow Scott


Site Meter