Lacerte® SmartVault and DMS

Complete Comparison

DMS SmartVault
$423 year
Unlimited employees
Unlimited clients
Start at $360/year
1 employee
Unlimited clients
250 GB online storage
Free 14-day trial
Migration from DMS
Intuit ProConnect Lacerte Integration
Intuit ProConnect Lacerte Integration
Free Support via phone, email and live chat
Free Support via phone, email and live chat
Ability to save directly from Word, Excel, Outlook
Ability to save directly from Word, Excel, Outlook
Import client list from Lacerte
Import client list from Lacerte
Create custom folder templates
Create custom folder templates
Password-protected email of files to clients
Password protected email of files to clients
Scanner support
Scanner support
Submit docs to Intuit Tax Import
Submit docs to Intuit Tax Import
Integrated custom branded portal for sharing documents
Integrated custom branded portal for sharing documents
Online document storage with access via encrypted link
Online document storage with access via encrypted link
Automatically create folders and client permissions from Lacerte or ProSeries
Automatically create folders and client permissions from Lacerte or ProSeries
Add a client login to your website
Add a client login to your website
Auto alerts notify when files are uploaded or viewed
Auto alerts notify when files are uploaded or viewed
Customizable email templates and mail merge automate document distribution
Customizable email templates and mail merge automate document distribution
Batch print documents to SmartVault
Batch print documents to SmartVault
Audit report to track client and staff activity
Audit report to track client and staff activity
Full text search of documents
Full text search of documents
Continuous off-site backup of documents and data
Continuous off-site backup of documents and data