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We're moving to Canopy from SmartVault soon.

A Mollica
Level 1

Does anyone have a workaround for printing to paper and Canopy other than printing returns to a printer for the client and then reprinting to Canopy?


Franky, I wish Lacerte would be open to being accessible by multiple document management systems

We used DMS for years until Lacerte was going to sunset and we moved to SmartVault which wasn't ready for us yet

So we moved to e-fileCabinet and had to move files into client folders manually

Then SmartVault improved and we moved back to it in 2019, but it's getting too wonky, so we're leaving again, but with Lacerte not supporting it, it will be a hassle

0 Cheers