SmartVault for iPhone and iPad vs Canopy

SmartVault is the safe and easy way for businesses to store and share files. With SmartVault, you can access all your documents anytime, anywhere, and from inside your favorite business apps, like QuickBooks and Microsoft Outlook. Today, more than 15,000 users rely on SmartVault to securely store and share all of their business documents. In addition to anytime anywhere access for you and your co-workers, you can easily and securely share confidential documents with clients, business partners, and professional services providers. SmartVault for the iPhone and iPad lets you go mobile with your SmartVault account: • Search, browse, and view all your files and folders in SmartVault • View documents, presentations, spreadsheets… most document types… all from your iPhone, iPad or iPod Touch • Email documents as attachments or send secure links to any file • Easily upload photos to SmartVault – really handy for taking pictures of receipts (or any other images you need to upload to SmartVault) • Works with other apps that support the “Open in…” feature to share files between apps • iPad users get an enhanced PDF viewer in full-screen mode that’s fantastic for viewing PDF files and a great way to run slide shows right from your iPad (if you save presentations to PDF one slide per page).

Canopy is the firm-wide operating system that helps you build the accounting firm you've always wanted. And with the Canopy mobile app, you stay connected and productive from anywhere, giving you everything you need to manage your firm and clients from the palm of your hand. Stay in touch with clients Stay connected to your clients and their work. With ready access to your clients' information, you can keep things moving and answer the important questions on the go. Take files anywhere Be prepared for any client, IRS call, or firm conversation with mobile access to your files. Easily review, annotate, scan, and store them. Even upload photos from messages or file storage apps on the go. Manage your work Keep track of your client projects. Leverage workflow automation, create new tasks, update existing ones, or send client requests. Track time worked and reply to your clients—all from your fingertips. Get paid faster Review your clients' outstanding and past invoices, resend payment requests, and receive or record payments lickety-split. Security built for mobile Protect your information with multi-factor authentication, encryption, and touch or face identification. Manage devices and revoke access on the fly. About Canopy Canopy is a cloud-based practice management suite for accounting professionals. The suite includes the Client Engagement Platform—the foundation of everything—Document Management, Workflow, Time & Billing, Insights, and Tax Resolution.