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Comparing SmartVault and DMS features

by Intuit Document Management System Updated 8 months ago

Features available in DMS are also available in SmartVault. However, SmartVault has additional features unavailable in DMS.

DMS features (also available in SmartVault):

  • Lacerte and ProSeries Integration
  • Scan PDFs to document storage
  • Access and view PDF and docs from Office
  • Ability to print PDF from Lacerte & ProSeries
  • Import client list from Lacerte & ProSeries
  • Ability to save directly from Word, Excel, or Outlook
  • Create custom folder templates
  • Secure email/sharing with clients
  • Scanner support
  • Audit report to track client and employee activity

Additional SmartVault features (not in DMS): 

  • Secure client portal (with custom branding)
  • Cloud storage for 24x7 access
  • Secure email/sharing with clients
  • Audit report to track client and employee activity
  • Auto email notifications when files are uploaded or viewed
  • Folder-level security permissions
  • Files are encrypted at rest
  • Mapped drive to store PDFs/Docs
  • Customizable folder templates by client type
  • Version history
  • Batch email clients
  • Customizable email templates
Workflow Add-On Document Management System

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