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.
SmartVault is the only document management and client portal solution that integrates with Intuit ProSeries. You can easily import clients into SmartVault from ProSeries, submit documents to Intuit Tax Import, print tax returns to the correct client folder, and much more.
SmartVault enables your business to securely exchange files and interact with clients through a web interface customized with your firm’s brand identity. You can even add a log-in link to your website so your clients get a seamless experience.
Whether you need to migrate 10+ years’ worth of files, or you’re just getting started, we make the process pain-free. You can get up and running in a matter of minutes. We also have many training and configuration options available depending on your needs.
Concerned about the number of files you need to store? SmartVault has an unlimited storage plan – so you never have to worry about running out of storage space.
SmartVault is competitively priced, and we can help you make a smooth transition from any other DMS you are using. No matter your question or concern, our expert team will give you the help you need to make the switch.
Want to see exactly how SmartVault can work for your business? Book a 15-minute demo today.
“At the end of the day, time is money. The substantial time we save through SmartVault translates into a healthier bottom line for my business.”Michael Yuda CPA Michael J. Yuda, CPA
“A great, secure portal. The portal is safe and secure. It interfaces with other online tools we use.”
“One of the best online document storage tools. The best thing is the secure file sharing capability.”
“Simplest way to store files online. The storage and file-sharing service of the device are is very efficient.”
“The easiest way to keep employees in the know on anything and everything. SmartVault keeps our internal information safe, orderly…
“Very secure, scalable, affordable. Great cloud content management solution for business.”
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|