ProSeries® SmartVault and DMS

Complete Comparison

DMS SmartVault
$366 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 ProSeries Integration
Intuit ProConnect ProSeries 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 ProSeries
Import client list from ProSeries
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
Files are encrypted at rest
Files are encrypted at rest
Secure file sharing with clients via emailed link to access files
Secure file sharing with clients via emailed link to access files
Secure custom-branded client portal
Secure custom-branded client portal
Online storage for 24x7 access
Online storage for 24x7 access
Audit report to track client and employee activity
Audit report to track client and employee activity
Continuous, off-site backup of all documents and data
Continuous, off-site backup of all documents and data
Full-text search of documents
Full-text search of documents
Auto email notifications when files are uploaded or viewed
Auto email notifications when files are uploaded or viewed
Batch email clients
Batch email clients
Customizable email templates and mail merge technology
Customizable email templates and mail merge technology