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.
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.
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.
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 yout 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.
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to current and historical documents.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.
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