Comparing SmartVault and DMS features

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

For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.

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