The Only Fully Integrated DMS, Client Portal & Compliance Solution for ProConnect

SmartVault is the gold standard in document management, transforming your ProConnect workflow with automation, built-in compliance, and secure client collaboration.

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The SmartVault Advantage:

5 Key Benefits for ProConnect Users

Integrate Seamlessly

Connect with ProConnect, QuickBooks, and more

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

Stay Secure and Compliant

Protect sensitive data and meet regulatory requirements

SmartVault is SOC 2 Type 2 compliant for enterprise-grade security

Supports IRS 4557 and FTC Safeguards compliance

Control access with role-based permissions

Track every change with version history and audit logs

Modernize Client Collaboration

Deliver a secure, seamless portal experience

Clients upload docs and sign forms like 8879 via DocuSign

Automated reminders reduce back-and-forth

Offer a professional, branded experience your clients will appreciate

Automate Review and Delivery

Speed up your tax prep workflow

Send returns for approval and track status in real time

Auto-file signed documents into the right folders

Enforce payment before delivery when needed (Optional)

Eliminate bottlenecks and reduce turnaround time

Onboard with Confidence

Migrate data securely and get up and running fast

Transfer folders, files, and structure without disruption

Preserve compliance and file integrity

Get 24/7 expert support from our U.S.-based team

Start fresh with an organized, audit-ready DMS

Connect with ProConnect, QuickBooks, and more

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

Protect sensitive data and meet regulatory requirements

SmartVault is SOC 2 Type 2 compliant for enterprise-grade security

Supports IRS 4557 and FTC Safeguards compliance

Control access with role-based permissions

Track every change with version history and audit logs

Deliver a secure, seamless portal experience

Clients upload docs and sign forms like 8879 via DocuSign

Automated reminders reduce back-and-forth

Offer a professional, branded experience your clients will appreciate

Speed up your tax prep workflow

Send returns for approval and track status in real time

Auto-file signed documents into the right folders

Enforce payment before delivery when needed (Optional)

Eliminate bottlenecks and reduce turnaround time

Migrate data securely and get up and running fast

Transfer folders, files, and structure without disruption

Preserve compliance and file integrity

Get 24/7 expert support from our U.S.-based team

Start fresh with an organized, audit-ready DMS

Why SmartVault Is the Backbone of a Secure, Compliant, and Efficient Tax Workflow

SmartVault eliminates the most frustrating inefficiencies in tax prep workflows. Instead of exporting PDFs manually, your ProConnect returns can now print directly to SmartVault, auto-routing to the correct client folders without extra steps or risk of error.

Automate Document Workflows

Eliminate manual handling and improve efficiency.
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Strengthen Security & Compliance

SOC 2 Type 2 compliant, AES-256 encryption, built for FTC Safeguards & IRS 4557.
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Enhance Client Collaboration

Secure, branded portals for sharing files and eSignatures.
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Reduce Admin Overhead

Auto-file returns, route documents, and track client approvals.
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Unlimited Storage & Scalability

No limits on clients, users, or folders.
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Explore SmartVault for Tax Pros

Built Right In:

The Only DMS Integrated Inside ProConnect

SmartVault is the only Document Management System (DMS) natively integrated into Intuit ProConnect. It works directly within your workflow so you can finalize, store, and share returns without switching platforms.

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

Once the integration is released* (late Q3 2025), SmartVault will appear as a direct print destination in the ProConnect Tax interface.

*NOTE: The product interface shown is in development and subject to change. Final design and functionality may vary at launch.

Intuit & SmartVault:

A Decade-Long Partnership

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.

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.

Exclusive Offer! Get 20% Off*

ProConnect Docs

Best for solo preparers using ProConnect who need secure, integrated document management without the extras.

$65

/ month

1 user only

(billed annually)

Book a Demo

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.

$55

per user / month

2 user minimum

(billed annually)

Book a Demo

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.

$75

per user / month

2 user minimum

(billed annually)

Book a Demo

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)

View the Full Feature Breakdown

*Disclaimer: Get 20% off your first year SmartVault subscription when you purchase by 7/31/25, in celebration of our new integration with Intuit ProConnect. Offer valid for new SmartVault customers using ProConnect only; not applicable to users of Intuit Lacerte or Intuit ProSeries. Discount applies to subscription fees only and excludes services, onboarding, or migration fees.

Frequently Asked Questions

Have Questions? We’ve Got Answers.

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 KBA’s, included with the Accounting Unlimited plan. If you already have a DocuSign account, you can link it to SmartVault.