Lacerte® SmartVault and DMS Complete Comparison


For Sales:







$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