Does anyone have a better alternative for a cloud based document management system other the Smart Vault?

Forum|Forum|6 years ago
December 6, 2019
2 replies
20 views

I have been using Lacerte DMS since it's inception and like it. But need a cloud based system now. I tried Smart Vault and do not like it as it is to complicated for my needs. Thank you.

Lacerte Tax

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Best answer by Illni

I've been using ATOM online software for about 8 years now -- I learned about it at an expo technology fair in Atlantic City by NATP. I think it runs about $600 per year or so. I like it's tax client monitoring of incomplete tax returns. Easy to put notes into and has a web portal. Ideally it should work through your tax software, but I patched in ATOM as part of my procedures very successfully and don't want to change it. Also, I am thinking of leaving Lacerte, so I have all of my documents under MY control at ATOM.

H

Howard

Level 2

HI @geneglaser did you have a trial or buy the actual software?

I

IllniAnswer

Level 4

I've been using ATOM online software for about 8 years now -- I learned about it at an expo technology fair in Atlantic City by NATP. I think it runs about $600 per year or so. I like it's tax client monitoring of incomplete tax returns. Easy to put notes into and has a web portal. Ideally it should work through your tax software, but I patched in ATOM as part of my procedures very successfully and don't want to change it. Also, I am thinking of leaving Lacerte, so I have all of my documents under MY control at ATOM.

G

geneglaserAuthor

Level 2

Thank you, I will take a look at ATOM.

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