|Intuit Lacerte and ProSeries integration|
|Import client list from Lacerte and ProSeries|
|Create custom folder templates|
|Send password protected file via email|
|Integrate scanner for easy upload|
|Save documents directly from Word, Excel, or Outlook|
|Submit documents to Intuit Tax Import|
|Integrated custom branded portal for sharing documents|
|Online document storage with access via encrypted link|
|Automatically create folders and client permissions from Lacerte or ProSeries|
|Add a client login to your website|
|Auto alerts notify when files are uploaded or viewed|
|Customizable email templates and mail merge help automate document distribution|
|Batch print documents to SmartVault|
|Audit report to track client and staff activity|
|Full text search of documents|
|Continuous off-site backup of documents and data|
For businesses looking for a replacement for Intuit DMS, these features help you consolidate your tech stack and streamline your workflow.
SmartVault facilitates online document storage for all your files and serves as an integrated client portal to securely share files with clients and colleagues.
Standardization is key to more efficient workflows. Use SmartVault’s out-of-the-box customizable folder templates to streamline client onboarding and client data management.
Integrate SmartVault with your accounting, tax, or productivity application. You can import clients, create folders and user permissions automatically, and save documents directly to SmartVault.
Get lightning-fast access to your documents in the cloud, with the speed and performance of a desktop app.
Leverage eSignature solutions by DocuSign. Print a document, route to one or multiple signers to eSign, auto file the document back in the right folder, and be alerted when all parties have signed.
Batch print documents directly to SmartVault, leverage email templates, and use built-in mail merge technology to distribute documents to five, 50, or 500 clients.
Partner with a SmartVault data migration expert to ensure your client data is migrated from your existing document store to SmartVault.
If you hire temporary staff during your busy season, take advantage of our seasonal licenses. And get support via phone, chat, or email from your SmartVault customer success partners.
Store all of your internal and client documents in one secure, organized platform with an integrated client portal that makes sending and receiving files from clients a breeze. Plus, integrations with leading business and productivity apps boost your team’s efficiency, making SmartVault the alternative to Intuit DMS that you need.
Ditch paper or even on-premise servers and opt into the more convenient and secure document storage solution powered by cloud technologies.
Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.
From customized onboarding, training for you and your team, and support for your clients, we’re here for you.
I estimate that we easily saved about 15 minutes per tax return. If I multiple this by 2,500 returns, I would say that we saved about $10,000 in labor costs. And that’s a big win!”Billy Johnston CPA Adams, Jenkins and Cheatham CPAs