Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Comparing SmartVault and DMS Features

Highlighted

Comparing SmartVault and DMS Features

SmartVault vs. DMS Features

DMS Features (also available in SmartVault):
  • Lacerte & 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, 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 PDF/Docs
  • Customizable folder templates by client type
  • Version history
  • Batch email clients
  • Customizable email templates

Was this helpful?

You must sign in to vote, reply, or post