The document management system for Intuit tax products.
Built directly into your Intuit tax stack.
Intuit Lacerte Tax
Auto-file returns and source docs by client and tax year.
Intuit ProConnect Tax
Cloud-native filing, eSignatures, and portal access in one place.
Intuit ProSeries Tax
Structured archives and audit-ready trails for every return.
SmartVault document management integration for QuickBooks
Keep accounting documents linked to the client they belong to.
Key Benefits for Intuit Users
Five ways SmartVault works across Lacerte, ProConnect, and ProSeries.
One-Click Filing
SmartVault connects directly with Lacerte, ProConnect, and ProSeries, so every return files into the right place without manual work.
- Every return routes to the correct client and tax-year folder automatically
- Folder templates and user permissions are created for you
- Move files between your Intuit software and SmartVault with no email, downloads, or manual handling
- Keep every workflow organized, fast, and audit-ready
SmartVault in your firm, in three moves.
Print the return. It files itself.
Hit Print in Lacerte, ProConnect, or ProSeries. Client, government, and preparer copies land in the right client vault — in the right tax-year folder — every time.
Your client uploads, signs, and pays.
SmartRequestAI builds the request list from last year’s return. Clients drop W-2s, K-1s, and 1099s from any device. 8879 and engagement letter come back signed. SmartRequestAI files each client’s answers and source documents as one bookmarked workpaper.
Every document, searchable. Every action, on the record.
Full-text search across every return, every year, every client. Role-based access and a complete audit trail that satisfies IRS 4557 and your WISP without a Friday-afternoon scramble.
Where SmartVault Fits in Your Tax Prep Workflow
Where most workflow tools break
After intake, firms return to fragmented storage and disconnected portals — with no system of record underneath.
See how SmartVault compares
Tax Prep
Workflow
Eight features that erase eight tax-season headaches.
AutoFile from Lacerte, ProConnect & ProSeries
Print-to-vault from inside any Intuit tax product. Returns route to the right client, the right tax year, the right folder, automatically.
Branded client portal
Your firm's logo, your URL. Clients upload, download, sign, and pay in a portal that looks like yours, not a generic vendor's.
SmartRequestAI request lists
AI reads last year's return and build this year's request list in seconds. Every answer and document comes back in one bookmarked workpaper, filed in the client's folder and ordered for prep.
8879 eSign — DocuSign-powered
Send the 8879, engagement letter, or rep letter for signature. Executed copies file themselves back into the client vault.
QuickBooks file links
Attach source documents directly to QuickBooks transactions. One click from the journal entry to the receipt, across QuickBooks Online and Desktop.
Mobile scan & upload
Your client photographs a W-2 with their phone. It lands in the right folder, named correctly, ready for prep.
Full-text search & audit log
Find any document across any year by client, content, or keyword. Every view, share, and download is on the record — forever.
Folder templates per return type
1040, 1120-S, 1065, 990 — each return type gets the right folder structure the moment you create the client. Same shape, every client, every year.
Switching 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.
Encryption. Access control. Audit trail. The three things you have to defend.
SmartVault is the only document layer in the Intuit ecosystem built around a closed loop — every document, every signature, every AI decision stays inside one SOC 2 Type II environment. Your WISP doesn't need a footnote.
SmartVault
Closed-Loop Architecture
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Data Stays In Ecosystem
Data extraction and processing are executed within the secure SmartVault ecosystem. No data is sent to an external LLM.
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Audit-Ready Compliance
Every action in SmartRequestAI is captured in the activity log and fully auditable. SOC 2 compliant end-to-end.
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Architected to Reduce Risk
Customer data is never used to train the model. No external API calls. Fewer integration points means fewer vulnerabilities.
Point Solutions
Open-Loop Risk
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Data Leaves Your Control
Documents are sent to an external LLM for processing, you lose control over where the client data is processed and stored.
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Compliance Gaps
AI actions happen outside your document audit trail. Hard to prove chain of custody or meet regulatory requirements.
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Expanded Risk
AI supported actions happen outside your document audit trail. Hard to prove chain of custody or meet regulatory requirements.
Security Features
Bottom line: Your clients’ data deserves the same standard of care you give their returns.
Trusted by Intuit firms
Have Questions? We've Got Answers.
Common questions about the Intuit + SmartVault integration, security, and migration.
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What is the best document management system for Intuit Tax Products?
SmartVault is built specifically to work with Intuit’s tax software — Lacerte, ProSeries, and ProConnect — rather than as a generic file storage add-on. It auto-files returns by client and tax year the moment you print, includes a branded client portal for document collection and e-signatures, and maintains a full audit trail for IRS 4557 and WISP compliance. Because it’s a native integration rather than a bolt-on, firms don’t have to manually drag and drop files between their tax software and a separate storage system.
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Does SmartVault work as a DMS for Lacerte, ProSeries, and ProConnect?
Yes. SmartVault connects directly to all three Intuit tax products. In Lacerte and ProSeries, printed returns and source documents route automatically into the correct client vault and tax-year folder. In ProConnect, the integration works natively in the cloud, so filing, client portal access, and e-signature requests all happen inside the same workflow without switching tools. SmartVault has been Intuit’s recommended document management partner for these products for over a decade.
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How is a DMS different from the storage that comes built into Intuit tax software?
Intuit’s tax products handle return preparation, but they aren’t built to manage the full document lifecycle around a return — client intake, e-signatures, secure sharing, long-term archiving, and audit logging. A dedicated document management system like SmartVault sits underneath the tax software and handles that layer: it captures documents as they’re created, gives clients a portal to upload and sign from, and keeps a searchable, access-controlled record for every file and action. Without it, firms typically end up patching together separate tools for storage, e-signature, and client communication — or falling back on manual folder management.
Still have questions?
Resources for Intuit Users
Guides, demos, and insights to help your firm get the most out of SmartVault + Intuit.
