SMART VAULT is a so-so service. 2019 Lacerte user here. What are viable alternatives for a small firm's DMS and Portal needs ?
Smart Vault is just so-so. . 2019 Lacerte user here. I hoped it would solve my DMS and Portal needs. So , I signed up for trial. Program had errors and I felt they had TERRIBLE CUSTOMER SUPPORT. It just didn't work as I'd hoped it would.
I wondered if others had the same issues ?
I believe I need to find an alternative portal and DMS solution. Here are choices: ( not exhaustive list)
- Intuit DMS
- Intuit Link (free, but limited)
- Secure Drawer ( by eFileCabinet)
- Citrix ShareFile
- ATOM https://www.atomanager.com/
What are other Lacerte / Proseries users using for your DMS and client portal needs ?