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Company Overview

Company Overview. May, 2013 For BMRG members. Agenda. SmartVault – why we exist! Key Benefits / Value Propositions Competitive Landscape Security & Data Privacy Integration strategy. SmartVault is… Online document storage and secure file sharing . Store documents online

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Company Overview

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  1. Company Overview May, 2013 For BMRG members

  2. Agenda SmartVault – why we exist! Key Benefits / Value Propositions Competitive Landscape Security & Data Privacy Integration strategy

  3. SmartVault is…Online document storage and secure file sharing Store documents online Any time anywhere access Access and manage docs Right from your apps Share files securely Stay in compliance …for business

  4. Two primary components to the service Attach and view files right from apps like QuickBooks Full DMX capabilities – including document storage and secure portal for sharing files SmartVault was awarded a patent for its innovative Toolbar technology Currently packaged together SmartVault DMX base pricing, $19 - $99/month

  5. How SmartVault Benefits…Accountants in Public Practice Meet compliance requirements, streamline workflow, and service clients more effectively in less time Simple, secure file sharing with clients Custom branded client portal to match look and feel of brand and website Streamline workflow and provide better client service with features like auto email alerts that notify when files are uploaded or downloaded Anytime, anywhere access to files from your computer, tablet or Smartphone Seamless QuickBooks integration transforms workflow for outsourced accounting / bookkeeping services

  6. How SmartVault Benefits…Outsourced Accounting & Bookkeeping Service Providers *SmartVault supports QuickBooks Desktop, QuickBooks Online or hosted QuickBooks Transform workflow, manage distributed workforce, expand client base beyond zip code Streamlined and compliant workflow – clients upload source files to you and you can securely share reports back with them Attach source files to entries in QuickBooks* so clients are always “audit-ready” with financial data and all source documents in one central location Electronic Inbox integrated with scanner converts paper to digital files instantly for processing Anytime, anywhere access to files from your computer, tablet or Smartphone

  7. How SmartVault Benefits…QuickBooks End Users Always “audit-ready”, central location for all financial data and source files, secure & compliant • Attach source files to entries in QuickBooks* – always ‘audit ready’ – one central repository for all financial data and source documents • Granular security permissions – mirrors document security with data security controls in QuickBooks • Online file storage and secure file sharing - store all your files in SmartVault – not just those associated with QuickBooks • Secure offsite backup of all your documents – access files anytime, anywhere from browser or mobile device • Electronic Inbox, great “scan to cloud” experience – kicks off a paperless workflow *SmartVault supports QuickBooks Desktop, QuickBooks Online or hosted QuickBooks

  8. Quick compareSmartVault versus QuickBooks Doc Center Use SmartVault if you need… Online document storage – offsite back up of all docs, secure and encrypted Granular security management - Access and share files securely QB backup / restore (data file and attached docs) – for sharing with accountant Inbox and scanner wizards for easy upload and attach directly to QB Store all docs, not just those attached to QB Use QuickBooks if you… Are a sole practitioner or SMB with 1 QB user Aren’t storing sensitive info (SSN, credit card #) – docs stored in the clear, no security / no encryption Don’t need to access or share those docs (with your accountant or anyone else) Have a local back up option for your docs (docs stored locally are not included in backup) Have a QB backup solution

  9. Competitive Landscape

  10. In a crowded space, what makes us unique? Cloud Drives Business File Sharing

  11. The good and not so good of a cloud drive Free or nearly free… Great for storing music, photos, personal files Weak in security and management Lacking business features and workflow

  12. We’re alike and unique in the DMX space • Drive mapping • Full text search • Automated alerts • Outlook plug-in • Custom branded portal • Granular security permissions folder by folder • Audit / compliance reports • Preview file in browser without downloading Access and manage files from apps you already use (QuickBooks + Ecosystem of apps with SmartVault “Inside”)

  13. SmartVault and Security

  14. Security Practices Security is in our DNA! Eric Pulaski, founder and CEO With over 25 years in enterprise software development, Eric has built a world class development team. Prior to SmartVault, Eric founded Bindview Corp, a leading internet security company that he sold to Symantec. SmartVault’s engineering, R&D and Quality Assurance teams have deep foundational knowledge and expertise in the area of data security. • SSAE 16 audited datacenters with a type 2 report available • PCI Compliant • Authenticated login • AES-256 bit SSL encryption to protect documents, passwords and interactions with SmartVault • At rest and in transit • Full backups of system data daily • Redundant, encrypted backups of documents and metadata regularly backed up and stored offsite

  15. The power of central document storage – integrated into apps and devices Work the way YOU work

  16. The power of central document storage 1 2 4 3 Accounting System Accounting can access from Customer Record in Accounting System for review/approval Accounting System Accounting can access from Customer Record in Accounting System for review/approval Accounting System Accounting can access from Customer Record in Accounting System for review/approval CRM Contract scanned or uploaded to Customer Record in CRM app CRM Contract scanned or uploaded to Customer Record in CRM app CRM Contract scanned or uploaded to Customer Record in CRM app Mobile CEO views the contract from his iPad Mobile CEO views the contract from his iPad Outlook Contract can be shared securely with legal council Outlook Contract can be shared securely with legal council Outlook Contract can be shared securely with legal council Work the way YOU work

  17. SmartVault “Inside” – seamless integration with apps Sales guy attaches a contract to a record in his CRM system Accounting canview the same contract from the financial system Attach and view files directly from the application

  18. Integration with financial apps…. QuickBooks Desktop QuickBooks Online • Attach and view source documents to entries in QuickBooks • Files are in one central location with financial data – always ‘audit-ready’ • Control over who has access to what source file – mirrors data security • Secure offsite backup of documents • Electronic “Inbox” – scan and upload files to kick off a paperless workflow

  19. SmartVault Mobile • Get and send links to files • Email files as attachments • Search for files from your mobile just like you can do from the portal • Upload photos to SmartVault (receipts or other images) • Enhanced PDF viewer in full-screen mode (great for viewing PDFs and running slide shows right from your tablet) Native apps for iOS (iPad / iPhone) Mobile support via WebDAV for Windows and Android devices Working from any location is essential to growth for most businesses today Upload and manage files securely anytime and from anywhere

  20. Integrated Applications(current active apps integrated with SmartVault) Save reports to a folder in SmartVault & securely share with clients or colleagues Configure the Canon Scanner to scan directly to SmartVault Set up custom profiles Attach & view documents from Results transactions Sync documents to QuickBooks Apps that sync data with QuickBooks can now also sync the source documents via SmartVault Can also provide ‘attach / store’ functionality inside desktop & browser apps via the SmartVault SDK & REST APIs Send, receive & manage documents securely inside Outlook Upload email attachments to SmartVault Send secure links to files and folders Request files from a client or colleague Attach and view docs from MethodCRM transactions Sync documents to QuickBooks & QBO Sync receipts & source files to QuickBooks

  21. For current plans and pricing www.smartvault.com/pricing

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