Returns Directly from Lacerte
to SmartVault Client Portal
Distribute Returns to Clients
Review and Download Returns
when Client Accesses Return
Automate your tax prep workflow
The NEW! SmartVault Connected Desktop lets you easily store, organize, search and retrieve client information.
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.
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 >>