How SmartVault Compares to the Intuit DMS
Looking for an alternative to Intuit DMS? Take a closer look at SmartVault, the secure file sharing and document management solution designed for professional services providers.
See Why SmartVault is the Better Alternative to Intuit DMS
For businesses looking for a replacement for Intuit DMS, these features help you consolidate your tech stack and streamline your workflow.
Make the Move: Intuit DMS to SmartVault
Streamline and Scale Your Operations
Store all of your internal and client documents in one secure, organized platform with an integrated client portal that makes sending and receiving files from clients a breeze. Plus, integrations with leading business and productivity apps boost your team’s efficiency, making SmartVault the alternative to Intuit DMS that you need.
Ditch paper or even on-premise servers and opt into the more convenient and secure document storage solution powered by cloud technologies.
Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.
From customized onboarding, training for you and your team, and support for your clients, we’re here for you.
Features you should expect from your B2B file sharing solution:
 | Intuit DMS | |
|---|---|---|
| Intuit Lacerte and ProSeries integration |  | |
| Import client list from Lacerte and ProSeries | | |
| Create custom folder templates | | |
| Send password protected file via email | | |
| Integrate scanner for easy upload | | |
| Save documents directly from Word, Excel, or Outlook | | |
| Submit documents to Intuit Tax Import | | |
| Integrated custom branded portal for sharing documents | |  |
| Online document storage with access via encrypted link | | |
| Automatically create folders and client permissions from Lacerte or ProSeries | | |
| Add a client login to your website | | |
| Auto alerts notify when files are uploaded or viewed | | |
| Customizable email templates and mail merge help automate document distribution | | |
| Batch print documents to SmartVault | | |
| Audit report to track client and staff activity | | |
| Full text search of documents | | |
| Continuous off-site backup of documents and data | | |
See Why this Alternative to Intuit DMS Works Better
I've been using SmartVault since July 2020, and it has significantly improved our internal file management. The integration with our tax product Lacerte is incredibly useful, allowing us to bulk print tax returns and other documents directly into SmartVault with a click, saving us dozens of hours during tax season. SmartVault ensures we meet IRS Publication 4557 standards, safeguarding taxpayer information. I highly recommend SmartVault to anyone looking for efficient, secure document storage with seamless integration with popular tax and accounting apps.Caleb Jenkins RLJ Financial
Book a 15-minute demo to see exactly how SmartVault can work for your business.
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