Complete Your Finish and File Process
SmartVault is the only document management and file-sharing
integration for Lacerte and ProSeries
Let's Take the Stress Out of Tax Season
See a short demo if you aren't ready yet to speak with one of our expert team members.
Want to find out how to create the ultimate workflow? Watch our popular webinar How to Create the Ultimate Tax Workflow with Lacerte & ProSeries.
Book a demo with a time that works best for you-- our friendly experts can answer any and all questions you might have.
Staff Fully Dedicated to Your Success
Our experienced and dedicated customer success team is on standby to ensure your transition to SmartVault is smooth, and to help your firm as you grow and take on new challenges.
Zero Service Disruptions
During last tax season, SmartVault had zero unplanned service disruptions.
Can you say the same for your current solution?
Favorite Features from Lacerte and ProSeries Users:
- Create clients in Lacerte or ProSeries and they are automatically created in SmartVault, complete with your customized folder structure.
- Print all copies of a return to SmartVault and each version is automatically filed into the correct client folder.
- Automatic email notifications let clients know when returns are finished and available for download.
Secure File Sharing
- Bank-level security encryption while files are in-transit and at rest.
- Granular security permissions that can be managed down to the folder level.
- The activity log tracks who has accessed files and folders so you have an audit trail of employee and client activity.
- SmartVault helps your firm meet FINRA, SEC, GLBA, HIPAA and other compliance requirements.
Schedule a Demo
Let our friendly team connect with you to:
- Provide a customized, live demonstration of SmartVault
- Answer any questions you might have
- Offer special discounts
- Provide a customized quote
"I estimate that we’ve boosted efficiency during tax season by at least 90% since implementing SmartVault... I used to ‘survive’ during tax season. I now operate much more efficiently. "
Michael J Yuda, CPA