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For ProConnect Users: Tired of Chasing Clients Like It’s a Full-Time Job?

You became an accountant to balance books, not to beg for missing W-2s at midnight.
Published: May 27, 2025

You use Intuit ProConnect because you’re serious about doing great work. But when your clients ghost your emails and upload documents two hours before the deadline, even the best software can’t save you.

This guide is for you. Inside, you’ll learn how top ProConnect firms are:

  • Getting clients to respond (on time, even!)
  • Streamlining their tax season with client-friendly workflows
  • Saving 10+ minutes per return with SmartVault’s ProConnect integration
  • Automating the mind-numbing stuff (like doc collection and version control)
  • Turning their client portals into “set-it-and-forget-it” collaboration hubs

You didn’t become a CPA to chase source docs and eSignatures. Let ProConnect + SmartVault do the heavy lifting.

Download Now!