Document Management Software for Accountants
Securely request, share, organize, and collaborate on documents across teams and clients, anytime, anywhere in the cloud.What is a document management system (DMS)?
Access, Share, and Secure from Anywhere with Ease
From client source files like W2s and 1099s to critical deliverables like tax returns and financial statements, effortlessly keep it all organized, secure, and accessible.
Frequently Asked Questions
A cloud-based document management system eliminates the use of a physical device. In this case, the DMS stores documents and files in a hosting environment where a third party is responsible for maintaining safety and physical storage. The users only need is to upload files to the platform with the provider handling the rest. With cloud-based document management systems, your organization benefits from easy set up and maintenance remote access, enhanced data security and compliance, and more predictable costs.
- Cloud-based EDMs: Hosted on remote servers and accessed via the internet
- On-premise EDMs: Installed and operated on the company’s local servers
- Hybrid EDMs: Combine elements of both cloud and on-premise solutions
- Database EDMs: Use databases to store and manage document metadata
SmartVault offers a cloud-based EDM solution, providing the benefits of accessibility, scalability, and reduced IT overhead.
- Cloud-based EDMs offer remote access, automatic updates, and reduced hardware costs.
- On-premise EDMs provide full control over data and customization but require higher upfront costs and ongoing maintenance.
- Hybrid EDMs balance control and flexibility but can be complex to manage.
- Database EDMs excel at organizing large volumes of structured data but may lack advanced document management features.
SmartVault’s cloud-based document management system for accountants combines the benefits of remote accessibility and reduced IT costs with bank-grade security and compliance features, making it ideal for accounting businesses of all sizes.
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