SmartVault vs Intuit DMS
Document Management and Client Portals for Lacerte & ProSeries
The #1 choice for DMS users who need a solution that can adapt to the needs of their firm.
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Streamline your tax workflow with SmartVault + Intuit
SmartVault is the only built-in online document storage and secure file sharing solution for Lacerte and ProSeries. Get the fully integrated experience you love with DMS plus the advantages of cloud-based document storage and an integrated client portal.
A scalable solution that supports the future of your firm
Keep your workflow efficient
Don't sacrifice on security or convenience when you switch from DMS to SmartVault. With SmartVault you can:
- Import clients to SmartVault from Lacerte and ProSeries
- Submit documents to Intuit Tax Import
- Print tax returns directly to the correct client folder in SmartVault
- Print from any application or web browser directly into SmartVault
- Access integrations with leading accounting and business apps
Securely collaborate with clients
SmartVault's integrated and fully customizable client portal allows you to securely exchange files with clients:
- Add a log-in link to your website
- Set email alerts so you know when a client has uploaded documents
- Send encrypted links directly to files
- Send password-protected files via e-mail
Built to scale
SmartVault was built to grow with your firm.
- Add additional storage to your account as needed
- Unlimited storage options are available
- No need to maintain a local hard drive your server
- Client access is always free
Get the security and peace of mind that comes with a cloud-based solution with bank-level security.
- Documents are automatically backed-up in the cloud
- Audit log tracks client and staff activity and all interactions with a document
- AES-256 encryption protects your data at rest and SSL protects your documents in transit
- Two-factor authentication provides high levels of security for you and your clients
Easy to get started
It's easy for you, your team, and your clients to get started with SmartVault.
- Implementation, onboarding, and training options for your whole team
- DMS migration service to transfer your files quickly
- We'll even help your clients if they have questions!
Firms see increased efficiency by switching to SmartVault
"Back in the ‘old days’ a client would call in and request a document for a bank loan or mortgage and we would have to locate the paper file and send it. When we moved to DMS, this process got easier, but with the move to SmartVault it’s now exceptionally efficient."
Casey D Lynch CPA, LLC