NASSAUSUFFOLK

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  • 1.  DMS to smart Vault

    Silver Most Valuable Member
    Posted 06-11-2014 12:38 PM
    Please note that we have been told by our contact at intuit that the move to smart vault will NOT be made available in June but instead will probably be more toward the end of July and may even be in August. He is a senior DMS person and he has not had any discussions at intuit about anything yet. Does anyone have more information about this situtation.



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    Orest Baransky BA
    Orest P Baransky CPA PC
    Commack NY
    631-499-6167
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  • 2.  RE: DMS to smart Vault

    Platinum Most Valuable Member
    Posted 06-11-2014 04:22 PM
    Hopefully, the Intuit representatives at the Technology Show later this month, will have more information.

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    Robert Brown
    ROBERT N. BROWN, CPA
    Jericho NY
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  • 3.  RE: DMS to smart Vault

    Platinum Most Valuable Member
    Posted 06-12-2014 10:11 AM
    I have a concern that if you end your relationship with Smart Vault you have 90 days to remove your data, 1 document at a time.  The rep told me there is no download tool.

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    Ross Kass
    JABLONS, KASS & CO., CPAs PC
    Melville NY
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