SmartVault + Lacerte/ProSeries

Learn why the best choose Lacerte + SmartVault

SmartVault is the only built-in online document storage and secure file sharing solution for Lacerte and ProSeries.

 

Watch this 7-minute demo to see it in action

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How SmartVault supports Lacerte & ProSeries users

DMS Users

Are You Currently Using Intuit DMS?

SmartVault can support your transition to a virtual workflow.

Keep Your Workflow Efficient.

SmartVault is the only third-party document management & client portal solution integrated with Inuit’s Lacerte and ProSeries products. Import clients to SmartVault from Lacerte and ProSeries, submit documents to Intuit Tax Import, print tax returns directly to the correct client folder in SmartVault and more.

Collaborate with Clients.

The integrated custom branded portal allows you to securely exchange files with clients. You can even add a log-in link to your website for easy access.

Built to Scale.

You can add additional storage to your account easily (or choose a plan with unlimited storage) so you never have to worry about running out of room.

 

 

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SmartVault vs DMS Full Feature Breakdown

Want to see a full comparison?

Favorite Features from Lacerte and ProSeries Users:

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Integration Perks

  • 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.
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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.

The Future Is Bright - Together

More than ever, we're dedicated to working with our customers and providing them valuable features and updates.

View our product roadmap

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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.

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Zero Service Disruptions

During last tax season, SmartVault had zero unplanned service disruptions.

Can you say the same for your current solution?

"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 Yuda
CPA
Michael J Yuda, CPA