The only document management and client portal fully integrated with Intuit Lacerte.
You’re probably losing hours to problems SmartVault was built to solve.
Intuit DMS is sunsetting
Wondering what happens to your files when Intuit DMS goes away — and who's responsible for moving them.
Returns live in email
Emailing PDFs back and forth and hoping nothing gets intercepted — no audit trail, no permissions.
Rebuilding folders every January
Recreating the same client and tax-year folder structure by hand at the start of every season.
Chasing the same clients
Chasing the same five clients for the same five documents while prep work sits and waits.
Key Benefits for Lacerte Users
Five ways SmartVault transforms tax prep inside Intuit Lacerte.
Connected Desktop, Native to Lacerte
Where your team spends 99% of their time — fast, familiar, and fully integrated.
- Print returns from Lacerte and watch client copy, government copy, and preparer copy auto-route to the correct folders
- Importing clients instantly builds client records, folder structures, and tax-year hierarchies (2023 → 2024 → 2025)
- Double-click to open in Excel, Word, or Adobe — edits auto-save back with full version history
- Familiar file-explorer feel means a near-zero learning curve for accountants
SmartVault integrates across the entire Intuit ecosystem.
Intuit ProConnect Tax
Moving to ProConnect? SmartVault is the exclusive integrated document management for ProConnect — returns route straight into secure client folders.
Intuit ProSeries Tax
Considering ProSeries? Bring SmartVault with you — streamlined document management, eSignature, and a branded client portal built for ProSeries firms.
Intuit QuickBooks
Attach documents directly to QuickBooks Online transactions and records. Accounting files stay organized and audit-ready alongside your tax work.
See every way SmartVault works with Intuit
One page covering Lacerte, ProConnect, ProSeries, and QuickBooks — compare integrations and find the right fit.
The Only DMS Built Inside Lacerte — So It Actually Saves You Time
What changes for your firm:
- Be live in an afternoon, not a weekend. Connect every year of Lacerte (21–25) in a few clicks — one checkbox per tax year.
- Skip the data-entry tax. Bulk-import your entire client list — name, client ID, type, and email pulled automatically.
- Stop dragging PDFs into folders. Print returns straight from Lacerte → Client, Government, and Preparer copies land in the right folders automatically.
- Never rebuild your folder structure again. Multi-year imports auto-generate matching tax-year folders inside every client vault — a true integration.
- Stay in the tool you already live in. 99% of firm work happens in the Connected Desktop — SmartVault meets you there instead of forcing a new workflow.
From Scattered Files to a Connected Lacerte Workflow
- 99% of firm work happens in the Connected Desktop — the portal is for admin and on-the-go client access
- Tax software → SmartVault → Client Portal, all in one connected flow
- Folder hierarchies and tax-year structures build themselves on import
- Shared vs. internal folders keep client visibility under your control
- From engagement to archive — the document backbone of tax prep
Tax Prep
Workflow
What changes for your firm in week one.
Folder hierarchies build themselves. Permissions follow the rules you set. Clients only see what they’re supposed to see.
Returns file themselves
“Print” really means routing — a PDF of the return saves straight from Lacerte into the correct client folder. Client, Government, and Preparer copies each land in their own folder.
Your desktop, supercharged
Connected Desktop feels like the file explorer your team already knows. Open in Excel, Word, or Adobe — edits auto-save back with full version history.
Clients send docs unprompted
Clients snap a photo of a W-2, 1099, or receipt on their phone. SmartScan converts it to a clean PDF and delivers it into the right folder in your firm's vault.
No file gets lost
Drop files from anywhere on your desktop into Connected Desktop. No renaming chaos, no scattered tools — just drag, drop, and keep working.
The reason clients actually use your portal.
Your Brand, Your Domain
Clients land in a portal with your firm logo, your colors, and a subdomain linked to your website. It feels like an extension of your practice — because it is.
Two Things, On Purpose
Clients can do exactly two things: upload a document or view their files. A built-in 3-minute tutorial video walks them through it the first time they log in.
SmartScan from Any Phone
Clients snap a photo of a W-2 or 1099 on their phone. SmartScan auto-resizes, converts JPEG to PDF, and drops it straight into the right folder in your vault.
Bank-Grade Login
Password plus two-factor authentication on the very first sign-in. Every upload is timestamped and appears in your Connected Desktop the moment they hit save.
Trusted by Intuit. Proven by ProSeries pros.
In business since 2008. Zero data breaches.
600+M documents stored. Intuit’s #1 recommended document management partner for ProSeries, Lacerte, and ProConnect.
"We are committed to enabling a best-of-breed ecosystem of apps that bring high-value capabilities to our customers. SmartVault has been a leading provider of document management solutions to the accounting industry and Intuit customers for over ten years."
Jorge Olavarrieta
VP and GM of Intuit ProTax Group
Why SmartVault Is the Backbone of a Secure, Compliant, and Efficient Lacerte Workflow
Automate Document Workflows
Eliminate manual handling between Lacerte and storage.
Learn MoreStrengthen Security & Compliance
SOC 2 Type 2, AES-256, FTC Safeguards & IRS 4557 ready.
Learn MoreEnhance Client Collaboration
Secure, branded portals for sharing files and eSignatures.
Learn MoreReduce Admin Overhead
Auto-file returns, route documents, and track approvals.
Learn MoreUnlimited Storage & Scalability
No limits on clients, users, or folders.
Learn MoreSave 60-90 Minutes Per Return
See how many hours and dollars your firm can save by going paperless.
Learn MoreSleep through busy season. Pass any audit.
Purpose-built to protect Lacerte client data, maintain audit readiness, and keep the firm name on the door — backed by zero data breaches since 2008.
Built to Protect Your Firm and Your Clients
Every workflow — from document collection to client delivery — runs inside SmartVault’s certified, compliance-ready infrastructure.
- Structured folder architecture with enforced naming — so nothing gets misfiled, ever.
- Granular role-based permissions with MFA — so staff only see what they’re cleared to see.
- Version control & full audit trail on every document — so you can roll back any mistake.
- Automated retention & compliance policies — so IRS 4557 and FTC Safeguards handle themselves.
- Activity Log with user + IP, exportable to CSV — so you answer any audit request in minutes, not days.
SOC 2 Type 2
Continuously audited over 6–12 months
ISO 27001 & 22301
Certified data security & business continuity
IRS 4557 & FTC Safeguards
Aligned with IRS data security plans & FTC Safeguards Rule requirements
AES-256 Encryption
Bank-grade encryption protects data at rest and in transit
Switching from Intuit DMS? Our team moves your Lacerte data for you.
Intuit DMS migrations don’t require you to extract files into a Windows folder structure first — we handle it.
Migration Consultation
Meet with a SmartVault specialist to review your Intuit DMS or shared-drive structure, then align on timeline, next steps, and expectations.
Data Upload & Client Matching
Use the Assisted Migration Wizard to upload your data, then run a guided client matching exercise so every Lacerte client’s documents land in the right vault.
Disbursement & Verification
We disburse documents into client vaults and run a clean-up pass to verify your data is organized, accessible, and ready before tax season.
*Intuit DMS and SmartVault-to-SmartVault migrations require no manual extraction into Windows folders.
Real outcomes for Lacerte firms.
Hours back per return
Auto-routing, auto-folders, and client self-serve uploads cut the admin tax out of every engagement.
Clients who actually use the portal
Branded, intentionally simple, and built around the two things clients actually do: upload and sign.
18,000+ Intuit firms strong
More tax pros choose SmartVault than any other DMS in the Intuit ecosystem — for a reason.
See your Lacerte workflow on SmartVault in 20 minutes.
Have Questions? We’ve Got Answers.
Common questions about the Lacerte + SmartVault integration, security, and migration.
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How does SmartVault integrate with Lacerte?
SmartVault installs as a Print Driver inside Lacerte, so you can print finished returns and supporting documents straight into the correct client folder — no exports, downloads, or re-uploads required.
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Can I migrate from Intuit DMS to SmartVault?
Yes. SmartVault offers Assisted Migration directly from Intuit DMS — no need to extract files into a Windows folder structure first. Our team handles client matching and verification so your Lacerte history moves cleanly.
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Is SmartVault officially supported by Intuit?
Yes. SmartVault has been Intuit’s exclusive integrated DMS for Lacerte since 2014, and now extends to ProSeries and ProConnect.
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Is SmartVault secure enough for compliance audits?
Yes. SmartVault is SOC 2 Type 2 compliant, AES-256 encrypted, and aligned with IRS 4557 and FTC Safeguards Rule requirements — including support for WISP documentation.
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What eSignature options are available?
SmartVault’s eSignature is powered by DocuSign — perfect for IRS Form 8879. Add it on to Accounting Pro, or get unlimited eSignatures and KBAs included with Accounting Unlimited. Already have DocuSign? Connect your existing account.
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Does SmartVault work alongside Lacerte on Windows?
Yes. SmartVault installs natively on Windows and integrates directly with Lacerte’s desktop workflow.
Still have questions?
See how SmartVault works inside Lacerte — book a personalized demo and we’ll walk you through the integration, security, and Intuit DMS migration.
Resources for Lacerte Firms
Guides, demos, and insights to help your Lacerte firm get the most out of SmartVault.
