Print Lacerte and ProSeries tax documents directly to client folders.
Work with a dedicated customer care team to get up and running easily.
Access files from any computer, browser, or mobile device.
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.
“I estimate that we easily saved about 15 minutes per tax return. If I multiple this by 2,500 returns, I would say that we saved about $10,000 in labor costs. And that’s a big win!”
“We run so much more efficiently now. I would estimate a 30% increase in time savings. This is huge, because saving time translates into saving money. ”
“SmartVault is the future of the profession. All-digital is where firms should be. It's certainly where we want to be. ”
“SmartVault has been the best tool for getting information from my clients in an easy and secure manner. My clients rave to me about the easy-to-use functionality of the software. ”
“I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow”
“We use the SmartVault client portal to communicate with clients and deliver files. It’s so efficient, and it’s the level of digital service that the majority of our clients expect.”
“I love the SmartVault Connected Desktop - being able to print directly to SmartVault has been a huge time saver. SmartVault has definitely reduced our request for ... financial documents that the banks request for loans.”
“Usually I would be worried about switching technology [Intuit DMS for SmartVault] right before tax season, but it all turned out fine. And, this year was the best tax season I’ve ever had!”
“This was my first year going paperless and I love it. SmartVault has helped me streamline my workflow and has allowed me to easily grow my practice. Another benefit is I had far less paper cuts this tax season!”
See a live demo of SmartVault's integrated document management and client portal capabilities.
FileThisPro automates the process of gathering your client's documents, and now automatically imports them to SmartVault
Automate your workflow –
print and save files directly
to SmartVault in one easy step.
Store all firm and client files online. Easily update the global template to update all client folders.
NEW! More out of the box folder templates for accounting services, payroll and sales tax engagements
Store, organize, search and retrieve client information with the new SmartVault Connected Desktop, designed and optimized to handle your day-to-day document workflow.
Clients can upload K-1's, W-2's and other source files, and can access completed returns at any time.
Use out of the box tags to classify and route files to the right folder for the right client. Get fast, accurate document routing when printing to SmartVault.
Automatic alerts notify when files are ready to be viewed. Audit reports let you track employee and client activity.
Scan and store files in SmartVault from any TWAIN-compliant scanner. Get one-click scanning with special integrations with ScanSnap and Canon ImageFORMULA scanners.
Using SmartVault's powerful mail-merge technology and custom email templates, you can send customized emails to your clients in one easy step. Huge time saver when distributing organizers and final returns.
You and your clients can upload, view and share files while on the go from your smartphone or tablet.
Fully automated solution migrates documents and metadata from DMS to SmartVault. Choose either online or local storage option