How We Compare
How SmartVault Compares to Intuit DMS
Looking for an alternative to Intuit DMS? Take a closer look at SmartVault, the secure file sharing and document management solution designed for professional services providers.
See Why SmartVault is the Better Alternative to Intuit DMS
For businesses looking for a replacement for Intuit DMS, these features help you consolidate your tech stack and streamline your workflow.
Store and share all your files securely, through one system:
SmartVault facilitates online document storage for all your files and serves as an integrated client portal to securely share files with clients and colleagues.
Use customizable folder templates:
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 with accounting and business applications:
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
Expedite workflows with the Connected Desktop App:
Get lightning-fast access to your documents in the cloud, with the speed and performance of a desktop app.
Streamline your print, eSign, and file processes:
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
Automate document distribution:
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.
Tap into full data migration services:
Partner with a SmartVault data migration expert to ensure your client data is migrated from your existing document store to SmartVault.
Add seasonal licenses and count on extended support:
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.
Feature Comparison:
SmartVault vs. Intuit DMS
To help you make an informed decision, we’ve compiled a detailed comparison of SmartVault and Intuit DMS.
This table highlights the key features that differentiate these solutions:
| Feature |
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|---|---|---|
| Intuit Lacerte and ProSeries integration |
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| Import client list from Lacerte and ProSeries |
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| Create custom folder templates |
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| Send password protected file via email |
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| Integrate scanner for easy upload |
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| Save documents directly from Word, Excel, or Outlook |
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| Submit documents to Intuit Tax Import |
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| Integrated custom branded portal for sharing documents |
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| Online document storage with access via encrypted link |
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| Automatically create folders and client permissions from Lacerte or ProSeries |
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| Add a client login to your website |
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| Auto alerts notify when files are uploaded or viewed |
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| Customizable email templates and mail merge help automate document distribution |
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| Batch print documents to SmartVault |
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| Audit report to track client and staff activity |
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| Full text search of documents |
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| Continuous off-site backup of documents and data |
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Make the Move: Intuit DMS to SmartVault
Ready to upgrade your document management system? Completely in the cloud, SmartVault provides modern features, reliability, remote access, unlimited storage, and more that Intuit DMS can’t offer you. That’s why thousands of firms have made the move to SmartVault.
