Transform your
tax prep workflow.

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

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Plans start at $360 / year START FREE 30-DAY TRIAL Review Pricing Details

SmartVault for Tax Preparation. Try it free for 30 days

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.

“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!”

More Customer Stories

More than 5,000 accountants shared documents and tax returns with over 140,000 of their clients last year with SmartVault.

Webinar: What's New in SmartVault Tax

See a live demo of the newest features and enhancements, plus a sneak peek and what's coming next.

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Security & Compliance

Learn how SmartVault supports compliant workflows for:

New! SmartVault Integrates with FileThisPro

FileThisPro automates the process of gathering your client's documents, and now automatically imports them to SmartVault

Learn More

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 your 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.

Start your free trial

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

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Ready to transform your tax workflow?

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