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Comparing SmartVault and DMS features

SOLVEDby Intuit26Updated October 20, 2023

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

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