SmartVault is the only built-in online document storage and secure file sharing solution for Intuit ProSeries.
Are you ready to move on from tools like Intuit DMS? SmartVault can help you transition to a virtual workflow. We can help you migrate all your clients and files quickly, easily, and securely.
Want to see exactly how SmartVault can work for your business? Book a 15-minute demo today.
Our experienced, dedicated customer success team will ensure your transition to SmartVault is smooth, so your firm can take on new challenges in no time.
SmartVault had zero unplanned service disruptions during last tax season. Can you say the same for the solution you currently use?
We view your success as our success. We are dedicated to providing all of our customers with valuable features and updates as we grow.
Intuit Lacerte Tax integration | ||
Online document storage with access via encrypted link | ||
Integrated, custom branded portal to exchange files with clients | ||
Import client list from Lacerte | ||
Create custom folder templates | ||
Password-protected email of files to clients | ||
Supports your transition to a virtual workflow | ||
Submit documents to Intuit Tax Import | ||
Create customizable request lists to efficiently gather and track documents | ||
Add a client login to your website | ||
Full text search of documents | ||
Continuous off-site backup of documents and data | ||
Audit report to track client and staff activity | ||
Auto-alerts notify when files are uploaded or viewed | ||
Customizable email templates and mail merge automate document distribution | ||
Batch print documents to SmartVault | ||
Mobile-enabled guest users | ||
Switching is a pain-free process | ||
Migrate files yourself or let our customer success team do it for you | ||
Free support via phone, email, and live chat | ||
Starts at | $480/year | $489/year |
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo