Your Intuit Tax Software Just Got Smarter
SmartVault is the only fully integrated Document Management System (DMS) for Lacerte, ProConnect, Quickbook, and ProSeries, automating tax workflows from prep to delivery to make your firm more secure, compliant, and efficient.
Why SmartVault is the #1 Choice for Intuit Tax Users
- Automated Filing: Print tax returns directly into SmartVault and auto-file them into organized client folders.
- eSignatures + Approvals: Collect 8879s and engagement letters via DocuSign and track completion.
- Branded Client Portals: Provide clients with a secure, professional experience when sharing files or signing documents.
- Compliant from Day One: Enterprise-grade security with SOC 2 Type 2 compliance, AES 256 encryption, and built-in safeguards for IRS 4557 and FTC mandates.
- Unlimited Cloud Storage: No limits on documents, clients, or users, built to scale with your firm.
Seamlessly Integrate SmartVault into Your Current Intuit Workflow
Save hours per return while keeping your documents organized, secure, and accessible. Tens of thousands of Intuit user have already discovered the SmartVault difference.
Seamless from Return to Retention
Print to AutoFile
Reduces filing errors, speeds up return handling, and keeps your folder structure clean and organized.
SmartRouting
Standardizes naming and storage, ensures easy retrieval, and saves hours during peak filing weeks.
Request Docs + eSignatures
Clients receive a simple, mobile-friendly experience, while your team gains visibility into request status and signature completion.
Centralized Storage
Your team accesses the right file at the right time, with no emailing, no duplicated versions, and no lost docs.
Client Collaboration Portal
Elevates client trust, reduces handholding, and eliminates security risks from email-based sharing.
The Foundation of My Practice
“SmartVault is a central part of my tax workflow. I have been using it for almost 12 years, and it is the backbone of our tech stack, making delivering an amazing client experience super simple. With regulations like Pub 4557, we’re also required to have secure document storage. I rely on SmartVault to have that secure place for myself and my clients. I can sleep at night comfortably knowing that SmartVault has me covered.”
– Dawn Brolin, CPA, CFE, CEO,
Powerful Accounting, The Designated Motivator
Collect Tax Docs Faster with SmartRequest AI
Streamline the entire “Collect” phase of tax prep with intelligent automation built for accounting professionals.
SmartRequest AI simplifies client intake by using prior-year returns to generate a custom questionnaire and document request list. Clients upload source documents through a clean interface, and SmartVault organizes everything into a formatted workpaper that is ready for tax prep.
Quick Workflow Highlights:
- Upload prior year returns in bulk or one at a time
- AI-generated DRL and questionnaire tailored to each client
- Modern client portal for secure upload and firm collaboration
- Formatted workpaper with source docs neatly compiled
- Files ready for import into your tax prep software
