The SmartVault Connected Desktop delivers workflow efficiencies by putting all of your client information right at your fingertips, in a simple, easy to use interface, designed and optimized to handle your day-to-day document workflow with the speed and performance of a desktop app.
For customers currently using Lacerte or ProSeries DMS, think of this app as the “next generation” DMS – you get the familiar user interface of Lacerte/ProSeries DMS but in a more reliable, more stable and more scalable platform. And because the app has a similar interface as DMS, your staff will transition easily and with very little training.
With SmartVault, you get a robust document management system that gives you the ability to quickly and intuitively capture and manage client information plus a fully integrated client portal to securely share files with clients – all in one platform.
The ability to give you one experience to store, access and securely share files is what differentiates SmartVault from any other competitor, where you often end up with two different systems (a document management system to store and manage your files, and an independent portal platform to share files). The result is a lot of extra steps – which cost you time and money.
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