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Resource Category: Videos

Tax Season vs. Baseball Season: This Accountant Found a Solution

At SmartVault, we believe cringe-worthy sideline cheering beats missing the game every time. Just ask John Coleman, CPA, who attends every one of his children’s baseball games and practices during tax season – something he credits was only possible after switching to SmartVault’s document management system designed specifically for accountants. “I was front and center […]

Better Work-Life Balance for Tax Pros With SmartVault Document Management

SmartVault’s document management and client portal platform for accountants automates document organization, auto-routes files, and integrates seamlessly with leading tax prep apps (including Lacerte, ProSeries, ProConnect, Drake, and UltraTax). With 24/7 cloud-based access, both your staff and clients can find what they need—even while you’re away enjoying vacation. Step away from the screen and dive […]

SmartVault: The Only True Document Management Integration for Intuit Tax Software

As the only official document management partner fully integrated with Intuit’s tax software ecosystem, SmartVault eliminates the frustration of half-baked solutions that barely sync. No disclaimers. No workarounds. Just a true integration that lets you focus on what matters. Learn more about how SmartVault can transform your tax workflow at SmartVault.com/Intuit

Streamline Your Tax Workflow with SmartVault

Discover how SmartVault can automate manual tasks, keep your documents organized, and enhance client satisfaction with secure e-signatures, custom request lists, and more. Say goodbye to paper files and hello to efficient, secure, and smart tax document management.