Print Tax
Returns Directly from Lacerte
Save Return
to SmartVault Client Portal
Securely
Distribute Returns to Clients
Clients Securely
Review and Download Returns
Preparer Alerted
when Client Accesses Return
  • Automate your tax prep workflow

    Print tax returns directly to SmartVault, queue them for approval, and securely send them to clients.

  • Securely share files and stay in compliance

    Store all firm and client files online. Use secure email links to send and receive tax-related documents from clients.

  • Get a custom branded client portal

    Send and receive files from clients with a professionally branded client portal, customized with your logo, color scheme, and a custom URL.

  • 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.

  • Setup is easy and efficient

    Set users, security permissions and folder structures for each client – all based on client data and templates in Lacerte.

Frequently Asked Questions

Intuit has partnered with SmartVault

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

What customers are saying


"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.”

Darrell Layman, CPA
Read the case study >>

Accountants Rate Us on Apps.com

newSmartVault for Intuit® Lacerte®

$180 / employee / year

FREE for Your Clients
Minimum of 2 Employees

  • Free 30 Day Trial

  • Unlimited Clients

  • 500 GB Storage


No Credit Card Required

For volume discounts call or email us.

Loved by Thousands of CPAs...

Nathan Coffey, EA - Tax Workflow
“One of the reasons I took a leap of faith with SmartVault is because I know our clients are ready for this level of service. They want 24/7 access to their information; they want a highly secure way to exchange documents. Email just isn’t the right solution anymore.”
Nathan Coffey, EA, LTC, Chief Technology Officer
darren-root-avatar
"SmartVault was the right client portal solution, all around. It's a highly secure platform for sharing documents in the cloud and is easy to implement and learn"
Darren Root, CPA, CITP

Resources

Intuit Picks SmartVault for Tax Document Management
Read the review »

Intuit Document Management System (DMS) versus SmartVault (PDF)
See the comparison »

Get a detailed intro to SmartVault
Join a live webinar »

See a list of our most
Frequently Asked Questions »