Lacerte® SmartVault and DMS Complete Comparison

 

For Sales:
844-877-9422

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DMS

SmartVault

 

Pricing

 

$349 year

 

Unlimited Employees

Unlimited clients

 

 

 

 

Start at $360/year

 

1 employee

Unlimited clients

250 GB online storage

Free 30 day trial

Migration from DMS

 

 

Intuit ProConnect Lacerte Integration

 

 

 

 

 

 

Free Support via phone, email and live chat

 

 

 

 

 

 

Ability to save directly from Word, Excel, Outlook

 

 

 

 

 

 

Import client list from Lacerte

 

 

 

 

 

 

Create custom folder templates

 

 

 

 

 

 

Password protected email of files to clients

 

 

 

 

 

 

Scanner support

 

 

 

 

 

 

Submit docs to Intuit Tax Import

 

 

 

 

 

 

Files are encrypted at rest

 

 

 

 

 

 

 

Secure file sharing with clients via emailed link to access files

 

 

 

 

 

 

 

Secure custom-branded client portal

 

 

 

 

 

 

 

Online storage for 24x7 access

 

 

 

 

 

 

Audit report to track client and employee activity

 

 

 

 

 

 

 

Continuous, off-site backup of all documents and data

 

 

 

 

 

 

 

Full-text search of documents

 

 

 

 

 

 

 

Auto email notifications when files are uploaded or viewed

 

 

 

 

 

 

 

Batch email clients

 

 

 

 

 

 

 

Customizable email templates and mail merge technology