Connect SmartVault under Tools, Cloud Storage, then choose where files go: one folder for your whole firm, a specific folder for a client, or both. Once a folder is set, LedgerSync sends each new statement to SmartVault automatically, usually within seconds of pulling it from the bank. A nightly run also sends anything that has not been delivered yet, including check images.

How files are organized in SmartVault

LedgerSync saves files directly in the folder you choose. It does not create client, bank or account subfolders.

If a client has its own folder, that client's files go there. Otherwise they go to your firm's folder. If neither is set, SmartVault does not receive that client's files.

Check images come from bank connections made through Statements & Checks and are sent in the nightly run.

Step 1: Connect SmartVault and choose your firm's folder

1. At the top of the page, click Tools, then Cloud Storage.
2. Open the Smart Vault tab.
3. Click Authorize Smart Vault and follow the steps to connect SmartVault to LedgerSync.
4. Under "Which data do you want to upload to Smart Vault?", make sure Statements and Checks are ticked.
5. Under "Where do you want to upload it?", double-click folders (or click one and then Open) until you can see the folder you want. Click that folder once, then click Select.

Step 2: Send a client's statements and checks to a specific folder

1. At the top of the page, click Client Actions, then Client List.
2. On the client's row, click Manage, then Cloud Mapping.
3. Under "What Storage do you want to configure?", pick SmartVault and click Next.
4. Double-click folders (or click one and then Open) until you can see the client's folder. Click it once, click Select, then click Save.