Getting Started with Your Migration from DMS to SmartVault
For Lacerte® and ProSeries® Tax
Free Self-Service Migration Guide
Use the self-service migration guide to get started immediately. You can start down the self-service path, and if you encounter any difficulties, you can request help or switch to one of the other migration paths at any time. To begin your migration setup, access the Self-Service Migration Guide here.
Free Group Training
We offer free group training to walk you through a typical DMS migration with one of our Customer Care Heroes. This is a great option if you need a little guidance before utilizing the self-service migration guide. To sign-up for free, interactive group training, check the schedule for upcoming sessions for DMS migrations here.
$749 SmartVault Quick Start
You'll immediately use SmartVault when you learn-as-you-go in your own environment with a dedicated trainer. You’ll not only get one-on-one expert advice, but we’ll import your clients and data during the process so you don’t have to go it alone. For more information about a SmartVault Quick Start, view the details here.