Transform your
tax prep workflow.

The only built-in document management and client portal for Lacerte® and ProSeries®

Watch a 4-minute video
See a Demo TAKE A TOUR

It’s our Business to Help Grow your Business

Built-in document
management

Print Lacerte and ProSeries tax documents directly to client folders.

Top-rated
customer service

Work with a dedicated customer care team to get up and running easily.

Work anywhere
Access files from any computer, browser, or mobile device.

Improve
security posture

Professional security and compliance management.

Stay in compliance
Secure client portal for sharing files with clients and staff.

Enhance client service
Clients can access prior returns any time, anywhere.

Built from the ground up
for accountants

SmartVault is designed to streamline workflows and meet the unique security and compliance needs of accounting professionals.

Your documents are
secure and always available

SmartVault uses bank-level encryption and can be part of a compliant workflow to meet compliance mandates for HIPAA, GLBA, FINRA, SEC, PCI, and more. Review our security policy for more information.

We are passionate about
serving our customers

We will work hard to make sure you get up and running quickly – and have a great experience along the way. Visit our Customer Center for self-serve guides and instructor-led training.



Save time and money with an automated tax workflow

  • Print Tax Returns
    directly from Lacerte and ProSeries
  • Save Tax Returms
    to SmartVault Client Portal
  • Securely Distribute Returns
    to clients

    Customizable, automated mail-merge templates.
  • Clients Review & Download Returns


    Return is always available for client access.
  • Receive Automatic Alerts
    when clients access returns

Features

Print to SmartVault
right from Lacerte and ProSeries

Automate your workflow –
print and save files directly
to SmartVault in one easy step.

Automatically create
folders based on customizable templates

Store all firm and client files online. Easily update the global template to update all client folders.

Access and manage
client information with
speed and efficiency

Store, organize, search and retrieve client information with the new SmartVault Connected Desktop, designed and optimized to handle your day-to-day document workflow.

Get a custom branded
client portal

Clients can upload K-1’s, W-2’s and other source files, and can access completed returns at any time.

Run audit reports and get automated email alerts

Automatic alerts notify when files are ready to be viewed. Audit reports let you track employee and client activity.

Scan directly to SmartVault

Scan and store files in SmartVault from any TWAIN-compliant scanner. Get one-click scanning with special integrations with ScanSnap and Canon ImageFORMULA scanners.

Send custom emails
to 5, 50, 500 clients

Using SmartVault's powerful mail-merge technology and custom email templates, you can send customized emails to yout clients in one easy step. Huge time saver when distributing organizers and final returns.

Mobile apps let you and your clients access files anytime

You and your clients can upload, view and share files while on the go from your smartphone or tablet.

Migrate documents from Lacerte & ProSeries DMS
to SmartVault

Fully automated solution migrates documents and metadata from
DMS to SmartVault.

What customers are saying SEE ALL

We transitioned 80 clients to the new online process with SmartVault this past tax season. It was very successful; the entire tax prep process was so much more efficient.

I’m able to collaborate with clients so much more efficiently. I now share tax returns with 80% of my clients through SmartVault.

I use SmartVault’s client portal to offer my clients access
to current and historical documents. There are many
occasions where clients need to get their hands on past
documentation; SmartVault allows me to store historical
client data for years back.

Darrell Layman, CPA
READ THE CASE STUDY

Dawn Brolin, CPA, MSA
READ THE CASE STUDY

Kimmo Jarvinen, MBA
READ THE CASE STUDY

Accountants Rate Us on Apps.com

has partnered with

to give customers an integrated document management
solution for storing files online, and a secure compliant client
portal for safely sharing files with clients. Learn More

Ready to transform your tax workflow?

See a Demo Start your free trial

Additional Resources