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

- eFileCabinet 


- Intuit Link   (free, but limited) 

- Secure Drawer ( by eFileCabinet)

- Citrix ShareFile


- SafeSend

What are other Lacerte / Proseries users using for your DMS and client portal needs ?

Thanks, D


I will start the parade:

DMS and No Portal

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George4Tacks , Sometimes Psychic
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