dascpa
Level 12
01-20-2023
08:43 AM
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Using SmartVault for my seventh year now. Have not used DMS. 90% pleased with SmartVault and will continue to stay with them.
Only faults I've had: cannot print multiple files at once within SV. Have to drag to Windows Explorer, which allows you to print max 15 at a time. But when clients upload 80 documents from their crappy multi-function printer/scanner, it slows the process down. Price, prior year they required a 2-person minimum. It basically doubled the fee for sole practitioners. Although you can get temporary tax-season licenses. Finally, some clients struggle to use it as compared to my prior portal. But most have no issue.