Integration Between FileThis Pro and SmartVault Streamlines Workflow

Digital filing and management provider FileThis Pro has launched new integration with SmartVault, a provider of online document storage and secure file sharing solutions. The integration allows accountants to save time, reduce tax preparation time, and automate bookkeeping workflow, the company said.

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.

“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,” said Brian Berson, CEO and co-founder of FileThis.

“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,” said Eric Pulaski, founder and CEO of SmartVault.

To take advantage of 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. For accountants, bookkeepers, and other tax pros, this means 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.