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Docusign with Smartvault

swortmancpa
Level 3

I use both Lacerte and SmartVault, both of which are new for me this year. I can get Docusign e-signatures through either Lacerte or SmartVault. Which is better? I don't have a Docusign account yet.

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swortmancpa
Level 3

Thank you - I think I'll try the Lacerte rather than SmartVault, since it also is tracked in IPM.

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kreinard
Employee
Employee

If you use the Lacerte eSignature tool, the 8879's and the client copy are automatically attached when you send the request.  If using SmartVault, the 8879's and client copy would be saved to your computer first then attached during the send process.  In Lacerte you also have a dashboard that shows the progress of all eSignatures sent, I'm not sure if SmartVault has this. 

Either way, I have customers who use both and are happy with the process in each case.

 

 

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swortmancpa
Level 3

Thank you - I think I'll try the Lacerte rather than SmartVault, since it also is tracked in IPM.

View solution in original post

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