How We Compare
How SmartVault Compares to the 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:
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
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.
