Features available in DMS are also available in SmartVault. However, SmartVault has additional features unavailable in DMS.
DMS features (also available in SmartVault):
- Lacerte and ProSeries Integration
- Scan PDFs to document storage
- Access and view PDF and docs from Office
- Ability to print PDF from Lacerte & ProSeries
- Import client list from Lacerte & ProSeries
- Ability to save directly from Word, Excel, or Outlook
- Create custom folder templates
- Secure email/sharing with clients
- Scanner support
- Audit report to track client and employee activity
Additional SmartVault features (not in DMS):
- Secure client portal (with custom branding)
- Cloud storage for 24x7 access
- Secure email/sharing with clients
- Audit report to track client and employee activity
- Auto email notifications when files are uploaded or viewed
- Folder-level security permissions
- Files are encrypted at rest
- Mapped drive to store PDFs/Docs
- Customizable folder templates by client type
- Version history
- Batch email clients
- Customizable email templates
