Integrations
The Document Management & Client Portal for Intuit ProSeries firms.
Returns print to the right folder. SmartRequestAI® chases the documents so you don’t have to. Your clients get one branded portal to upload, sign, and view.
14-Year Intuit Partnership
SmartVault is Intuit’s exclusive integrated Document Management System for ProSeries firms — and the #1 recommended document management system for ProSeries since 2014.
Built for ProSeries firms
Five benefits, one platform.
BENEFIT 01
1-Click
Print to Folder
1-Click Integration
Simplicity that fits how a lean firm actually works.
- Print from ProSeries and the return is already filed — right client, right year
- No downloading, renaming, or dragging files between folders
- Client list, users, and folder templates spin up from ProSeries automatically
- Setup takes an afternoon, not an implementation
Print. Filed. Done.
The document management solution built inside ProSeries.
You never leave ProSeries. The SmartVault Print Driver finishes, files, and shares your returns from inside the application.
How it works for your firm:
How it works for your firm:
- Get up and running fast. Connect ProSeries in a few clicks — one checkbox per tax year.
- Skip the manual data entry. Bulk-import your ProSeries client list — names, IDs, and emails directly pulled from Proseries.
- Stop dragging PDFs. Print from ProSeries and Client, Government, and Preparer copies land in the right folders.
- Never rebuild folders again. Multi-year imports auto-generate matching tax-year folders inside every client vault.
Switch Intuit products without starting over
SmartVault works across ProSeries, Lacerte, and ProConnect — your documents and client portal move with you.
From scattered files to a connected ProSeries workflow.
One workspace that connects your tax software, your documents, and your clients — anchored by the Connected Desktop, where 99% of your firm’s daily work happens.
- ProSeries → SmartVault → branded client portal in one connected flow
- Folder hierarchies and tax-year structures build themselves on import
- Shared folders for your clients, internal folders for your team, you control exactly who sees what
- From engagement to archive, one system of record for tax prep
Tax Prep
Workflow
SOC 2 Type 2
FTC Safeguards
IRS 4557
10+ year Intuit partnership
Trusted by Intuit. Proven by ProSeries pros.
In business since 2008. Zero data breaches.
600+M documents stored. Intuit’s #1 recommended document management partner for ProSeries, Lacerte, and ProConnect.
"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
Also using another Intuit product?
SmartVault integrates across the entire Intuit ecosystem.
ProSeries today, Lacerte or ProConnect tomorrow, QuickBooks alongside — SmartVault has a purpose-built integration for each, and your documents come with you.
Intuit Lacerte Tax
Moving to Lacerte? SmartVault is Intuit's exclusive integrated document management for Lacerte — same print driver, same workflow. Your files carry over.
Intuit ProConnect Tax
Considering ProConnect? SmartVault is the exclusive integrated document management for ProConnect, returns route straight into secure client folders.
Intuit Quickbooks
Attach documents directly to QuickBooks Online transactions and records. Accounting files stay organized and audit-ready alongside your tax work.
Intuit Integrations Overview
See every way SmartVault works with Intuit
One page covering ProSeries, Lacerte, ProConnect, and QuickBooks — compare integrations and find the right fit.
Security & Compliance
Meet FTC Safeguards without hiring anyone. Walk into any audit ready.
Small firms dread the FTC Safeguards Rule because there’s no one on staff to own it. SmartVault’s built-in controls give you the infrastructure your WISP requires, so compliance doesn’t eat into prep time.
Built to Protect Your Firm and Your Clients
From document collection to client delivery, every step runs inside SmartVault’s certified, audited environment.
- Structured folders with enforced naming — files land where they belong.
- Granular permissions so a seasonal preparer sees only what you assign.
- Version history and full audit trail on every document.
- Retention policies enforced by the system, not by memory.
- Activity log with user + IP — export a CSV for any audit request.
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
Still on Intuit DMS or a folder tree?
Here’s what you’re missing without an integrated document management system.
Intuit DMS stores files. SmartVault runs your document workflow. Ten differences that show up every day of busy season.
SmartVault
Intuit DMS
AI-built request lists from each client’s prior-year return (SmartRequestAI)
Branded client portal on your own subdomain
Request lists that gather and track client documents automatically
eSignature and payment collection inside the same portal
Cloud storage with encrypted-link sharing
Full-text search across every client and every tax year
Alerts when clients upload or view files
1-click print from ProSeries into the right client folder
Client access from any phone, nothing to install
FTC Safeguards / IRS 4557 / WISP-supporting controls out of the box
Assisted migration — our team moves your data for you, no manual extraction
Migration
Moving off Intuit Document Management System or a Windows folder tree? We do the heavy lifting.
A dedicated specialist handles your migration end to end, reviewing your current setup, moving your files, and matching everything to the right clients.
Most small-firm migrations are measured in days, not months.
Most small-firm migrations are measured in days, not months.
Common migration sources:
Intuit DMS
Windows folders
ShareFile
FileCabinet CS
30-min migration call
STEP 1
A specialist reviews your current file setup and maps out exactly what moves, how it's organized, and how long it takes.
We move the files
STEP 2
We move your files, your folder structure and client matching stay intact. No extraction, no reorganization on your end.
You verify & go live
STEP 3
We hand back an organized, tax-year-structured archive. You review it, confirm everything's in their right place, and your live.
*Migration timelines may vary depending on firm size and data complexity.
Prior-Year Archive
Your archive, preserved by tax year and client.
Your archive isn’t a reason to stay — it’s the thing we migrate. Every prior return stays matched to its client and its tax year, so everything is searchable from day one inside SmartVault.
- Folder structure preserved, no reorganization required
- Client matching keeps every prior return tied to the right client
- Tax-year hierarchy stays intact from your oldest return forward
- Compliance, retention, and file integrity carry over untouched
The client experience
The reason clients actually use your portal.
Most portals fail because clients won’t log in. SmartVault is built around the two things they will do — upload a doc and sign a doc. Branded, simple, secure by default.
Your brand, your domain
Clients land in a portal with your logo, your colors, and your subdomain. It feels like an extension of your practice — because it is.
Two things, on purpose
Clients do two things — upload a doc or sign a doc. A 3-minute walkthrough the first time and they're set.
SmartScan from any phone
Clients snap a photo of a W-2, 1098, or 1099. SmartScan converts to a clean PDF and drops it in the right folder.
Bank-grade login
Password plus two-factor from the first sign-in. Every upload is timestamped, encrypted, and appears in your Connected Desktop instantly.
See your ProSeries workflow on SmartVault in 20 minutes.
Document management, client portal, eSignature, and automated document collection — one platform, from $65/month. One short demo and you walk away with a clear migration plan and an honest read on how much time SmartRequestAI hands back to your practice.
Annual billing available.
Annual billing available.
Frequently Asked Questions
ProSeries firms usually ask…
The ProSeries + SmartVault integration, SmartRequestAI, security, and migration.
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How does SmartVault integrate with ProSeries?
SmartVault installs as a Print Driver alongside ProSeries. You print a finished return and it’s already filed in the right client’s folder for the right tax year — no downloading, renaming, or dragging.
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What is SmartRequestAI and how does it help a lean firm?
SmartRequestAI reads each client’s prior-year return and builds a tailored request list for each, reminds clients until they deliver, then files every upload automatically. In a small firm where the preparer is also the chaser, that time comes straight back to prep.
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We already use Intuit Link, why would we need SmartRequestAI?
Intuit Link sends a questionnaire. SmartRequestAI builds each client’s document request from their own prior-year return, reminds them until everything arrives, and files every upload in the same vault your finished returns print into — under your firm’s brand, with eSignature and delivery in the same portal. Link gathers answers; SmartVault runs the whole document workflow.
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Can I migrate from Intuit DMS or a Windows folder tree?
Yes. Assisted Migration moves your data directly from Intuit DMS with no manual extraction. Windows folder trees, ShareFile, and FileCabinet CS are handled the same way. Most small-firm migrations take days.
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Does SmartVault help with FTC Safeguards and IRS 4557?
Yes. WISP-supporting controls are built in — MFA, encryption at rest and in transit, granular permissions, immutable audit logs, retention policies. You get a compliance posture without hiring a compliance staff.
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Do I need a separate eSignature or client-payment tool?
No. eSignature and payment collection are in the same portal your clients already use to upload documents. One platform, one price, one client experience.
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Is SmartVault officially recommended by Intuit?
Yes. SmartVault has been Intuit’s exclusive integrated DMS since 2014, spanning ProSeries, Lacerte, and ProConnect.
Still have questions?
Book a personalized 20-minute demo and we’ll walk you through the integration, SmartRequestAI, and your migration off Intuit DMS.
Go deeper
Resources for ProSeries firms
Guides, demos, and playbooks written for lean tax practices.
