Integrating SmartVault: The Intuit-Recommended DMS

When every client file contains sensitive data, secure document management isn’t just another tool—it’s the foundation everything else builds upon. As Intuit’s recommended document management solution, SmartVault creates an automated end-to-end solution specifically designed for Intuit users—on ProSeries®, Lacerte®, ProConnect™, and QuickBooks®.

Documents flow seamlessly from initial client upload through tax preparation to final delivery—all while maintaining rigorous security at every step of your Intuit workflow.

You will learn:

• Why secure document management must be at the core of your Intuit tech stack
• How SmartVault automates workflows across the entire Intuit suite (ProSeries, Lacerte, ProConnect, and QuickBooks)
• The power of automatic document routing built specifically for Intuit tax software
• Why SmartVault is the only DMS with a jointly-developed integration with Intuit
• How 18,000+ Intuit firms streamline their practice with SmartVault