While Drake Documents may seem like a viable option, many firms discover hidden costs that impact their efficiency and growth.
SmartVault addresses the limitations of Drake Documents and offers a comprehensive solution tailored for modern accounting firms.
From initial client engagement to storing final returns, SmartVault is designed from the ground up to support the entire tax prep document workflow.
Drake Documents | ||
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Client Intake Form | ||
Pricing Engine & Quoting | ||
Engagement Letters w/ eSignature | ||
Accept Payment | ||
Bulk send engagement letters | ||
Create engagement letter templates | ||
Auto creation of clients upon signed engagement | ||
Customizable client organizer/questionnaire | ||
Auto-filing of client information | ||
Secure document collection | ||
Client Portal Included | ||
Print and auto-file into DMS | ||
Link multiple clients into 1 vault | ||
OCR of Scanned Documents | ||
Customizable Folder Structures | ||
Integration with Multiple Tax Systems | Limited | |
PDF to Print Functionality | ||
eSignature for 8878/8879 forms | ||
Custom branded portal | ||
Real-Time staff collaboration | ||
Unlimited Cloud Storage | ||
Unlimited Clients | ||
Unlimited Guest Users | ||
SOC 2 Type 2 Compliant | ||
Mobile Access |
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo