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SmartVault + Intuit ProConnect: The Only Built-In Document Management Solution for Tax Professionals

Published: October 8, 2025

Discover how SmartVault’s direct integration with Intuit ProConnect Tax helps firms save time, reduce manual work, and improve client collaboration.

  1. Automate file routing, folder setup, and permissions
  2. Deliver documents securely to your client portal
  3. Capture eSignatures and maintain compliance with SOC 2 Type 2 standards

SmartVault is trusted by over 18,000 Intuit users to streamline their tax prep, from engagement to archive.

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