Intuit Accountants just released the first-annual 2022 Taxpayer Insights & Intelligence Brief.
Proseries SmartVault and DMS
Complete comparison
| DMS | SmartVault | |
|---|---|---|
|
$489/year
Unlimited staff members Unlimited clients |
Start at $480/year
Unlimited storage Unlimited clients |
|
| Intuit ProSeries Tax integration | ||
| Intuit ProSeries Tax 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 and 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 | ✔ | ✔ |
| 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 | ✔ | |
| Create customizable request lists to efficiently collect and track documents | ||
| Create customizable request lists to efficiently collect and track documents | ✔ | |
| Automatically create folders and client permissions from ProSeries | ||
| Automatically create folders and client permissions from 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 | ✔ | |
| Mobile enabled guest users | ||
| Mobile enabled guest users | ✔ | |
