Integrations
The Only Document Management and Client Portal Fully Integrated with Intuit ProSeries
Are you ready to move on from tools like Intuit DMS? SmartVault can help you transition to a virtual workflow. We can help you migrate all your clients and files quickly, easily, and securely.
Key Benefits of Using SmartVault with Intuit
As the only document management system with a jointly-developed API, SmartVault offers unique advantages that boost efficiency, enhance security, and improve client collaboration.
Explore the key benefits of this powerful partnership:
Exclusive Partnership
SmartVault offers the only jointly-developed DMS and client portal integration with Intuit ProSeries and Lacerte.
Secure Client Engagement
Enable clients to safely upload documents and eSign forms, while keeping your team and clients informed with automated notifications in a centralized, cloud-based repository.
Efficient Workflow Management
Track tax returns, organizers, and client interactions through an intuitive dashboard, with customizable workflows for annual or ad-hoc engagements.
Anytime, Anywhere Access
Improve responsiveness and productivity with 24/7 mobile accessibility to all your documents.
Unlimited Scalability
Grow your practice without limits, leveraging SmartVault’s unlimited storage capacity and flexible client management capabilities.
Uncompromising Security and Compliance
Ensure data privacy with granular user permissions while meeting industry standards for encryption and audit trails.
I can go into our tax software (ProSeries) and pull the info into Connected Desktop so that everything I need is there. SmartVault knows what kind of engagement it is and populates it with all the proper folders. It’s so helpful.
Christa Skoupy
CPA, Founder of Auxilia Accounting
Feature Comparison:
SmartVault vs. Intuit DMS
To help you make an informed decision, we’ve compiled a detailed comparison of SmartVault and Intuit DMS.
This table highlights the key features that differentiate these solutions:
Intuit Lacerte Tax integration
Online document storage with access via
encrypted link
Integrated, custom branded portal to exchange files with clients
Import client list from Lacerte
Create custom folder templates
Password-protected email of files to clients
Supports your transition to a virtual workflow
Submit documents to Intuit Tax Import
Create customizable request lists to efficiently
gather and track documents
Add a client login to your website
Full text search of documents
Continuous off-site backup of documents and data
Audit report to track client and staff activity
Auto-alerts notify when files are uploaded or viewed
Customizable email templates and mail merge
automate document distribution
Batch print documents to SmartVault
Mobile-enabled guest users
Switching is a pain-free process
Migrate files yourself or let our customer success
team do it for you
Free support via phone, email, and live chat
