The Integrated DMS, Client Portal & Compliance Platform Built for ProConnect
Key Benefits for ProConnect Users
Five ways SmartVault transforms tax prep inside Intuit ProConnect.
Integrate Seamlessly
SmartVault integrates directly with ProConnect, Lacerte, ProSeries and Quickbooks.
- Auto-route and file tax returns into the right client folders
- Eliminate file handling errors and manual steps
- Keep workflows organized, fast, and audit-ready
The Only DMS Integrated Inside ProConnect
With SmartVault inside ProConnect, you can:
- Send tax returns directly to a client's SmartVault folder with one click
- Securely store final returns and supporting documents within ProConnect
- Eliminate time-wasting tasks like downloading, reuploading, or renaming files
- Maintain structure with consistent folder naming and tax-year organization
- Work faster with a seamless and secure tax prep workflow
Trusted by Intuit. Proven by Tax Pros.
Since 2014, SmartVault has been Intuit’s exclusive integrated document management system for Lacerte, ProSeries, and now ProConnect, providing a secure, modern platform to manage end-to-end tax prep workflows across the Intuit ecosystem.
"We are committed to enabling a best-of-breed ecosystem of apps that bring high-value capabilities to our customers. SmartVault has been a leading provider of document management solutions to the accounting industry and Intuit customers for over ten years."
Jorge Olavarrieta
VP and GM of Intuit ProTax Group
Why SmartVault Is the Backbone of a Secure, Compliant, and Efficient Tax Workflow
Automate Document Workflows
Eliminate manual handling and improve efficiency.
Learn MoreStrengthen Security & Compliance
SOC 2 Type 2 compliant, AES-256 encryption, built for FTC Safeguards & IRS 4557.
Learn MoreEnhance Client Collaboration
Secure, branded portals for sharing files and eSignatures.
Learn MoreSave 60-90 Minutes Per Return
Use our ROI calculator to see how many hours and dollars your firm can save by going paperless with SmartVault.
Learn MoreUnlimited Storage & Scalability
No limits on clients, users, or folders.
Learn MoreReduce Admin Overhead
Auto-file returns, route documents, and track client approvals.
Learn MoreSwitching from Intuit DMS or another DMS? Our team moves your data for you.
Intuit DMS migrations don’t require you to extract files into a Windows folder structure first — we handle it.
Migration Consultation
Meet with a SmartVault specialist to review your current data structure, then align on timeline, next steps, and expectations for moving into SmartVault.
Data Upload & Client Matching
Use the Assisted Migration Wizard to upload your data, then run a guided client matching exercise so every document lands in the correct client vault.
Disbursement & Verification
We disburse documents into client vaults and run a clean-up pass to verify your data is organized, accessible, and ready for your team.
*Clients are typically responsible for extracting data into a Windows folder structure prior to upload. Intuit DMS and SmartVault-to-SmartVault migrations are exceptions — no manual extraction required.
Plans Built for ProConnect Tax Pros
Get secure document management, a built-in client portal, and automated workflows, fully integrated inside ProConnect.
Choose the plan that fits your firm’s size, goals, and growth path.
ProConnect Docs
Best for solo preparers using ProConnect who need secure, integrated document management without the extras.
1 user only
(billed annually)
Core Features
- Unlimited cloud-based storage
- Custom branded client portal
- Advanced Security & Compliance
- Unlimited clients & external collaborators
- Customized folder templates
- U.S. based phone/email/chat support
Accounting Pro
Best for small to mid-sized firms that need stronger security, compliance, and workflow automation.
2 user minimum
(billed annually)
Includes All Core Features +
- Advanced document routing
- Robust workflow automation
- Customizable document request list
- Assign specific clients to employees
Accounting Unlimited
Best for high-volume or growing firms that need unlimited eSignatures with KBAs and advanced workflow support.
2 user minimum
(billed annually)
Includes All Accounting Pro Features +
- Request & send unlimited eSignatures
- Unlimited KBAs / ID verification
- Unlimited PDF form fillers
- Send unlimited quotes & proposals
- Compliance Vault (WISP templates)
Security Is Not an Add-On. It Is the Foundation.
Purpose-built to protect sensitive client data, maintain audit readiness, and meet the highest regulatory standards.
Built to Protect Your Firm and Your Clients
Every workflow — from document collection to client delivery — runs inside SmartVault’s certified, compliance-ready infrastructure.
- Structured folder architecture with enforced naming
- Granular role-based permissions with MFA
- Version control & full audit trail on every document
- Automated retention & compliance policies
- Immutable, timestamped activity logs
SOC 2 Type 2
Continuously audited over 6–12 months
ISO 27001 & 22301
Certified data security & business continuity
IRS 4557 & FTC Safeguards
Aligned with IRS data security plans & FTC Safeguards Rule requirements
AES-256 Encryption
Bank-grade encryption protects data at rest and in transit
Where SmartVault Fits in Your Tax Prep Workflow
- Print from ProConnect directly into the right client folders
- Eliminate manual handling and reduce audit risk
- Standardize clients and folders with reusable templates
- Enable secure client requests, sharing, and collaboration
Have Questions? We’ve Got Answers.
Common questions about the ProConnect + SmartVault integration, security, and pricing.
-
Can I add users to the ProConnect Docs plan?
No. ProConnect Docs is a single-user plan. Upgrade to Accounting Pro or Accounting Unlimited to add team members. Costs are prorated. -
Can I migrate from Lacerte or ProSeries?
Yes. SmartVault retains client folder structure and connects past returns seamlessly to ProConnect. -
Is SmartVault officially supported by Intuit?
Yes. SmartVault is the exclusive third-party DMS integrated with ProConnect, ProSeries, and Lacerte. -
Is SmartVault secure enough for compliance audits?
Yes. It is SOC 2 Type 2 compliant and meets FTC/IRS document handling standards. -
What eSignature options do I have with SmartVault?
SmartVault’s eSignature solution is powered by DocuSign and can be added on to Accounting Pro, or enjoy unlimited eSignatures and KBAs included with the Accounting Unlimited plan. If you already have a DocuSign account, you can link it to SmartVault. -
Does SmartVault + ProConnect work on both Windows and MacOS?
Yes. The SmartVault integration runs in your browser within ProConnect, so it is fully compatible with both Windows and MacOS.
Still have questions?
See how SmartVault works inside ProConnect — book a personalized demo and we’ll walk you through the integration, security, and migration.
Resources for Intuit ProConnect Firms
Guides, demos, and insights to help your firm get the most out of SmartVault + Intuit ProConnect Tax Online.
