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ProConnect Users: Is Your DMS Helping You Scale – or Slowing You Down?

We get it. You’ve got deadlines to hit and no time for clunky workarounds.
SmartVault is the only DMS directly integrated with ProConnect Tax — built to automate document collection, routing, and eSigning so you can get more done in less time.
Published: May 30, 2025

Download the free guide: “The Intuit ProConnect™ User’s Guide to Document Management: Integration-Ready Solutions to Automate Workflows, Scale Efficiently, and Reduce Tax Season Hours.”

Use it to evaluate:

  • Whether your current system can scale with your firm
  • How well it supports automation, security, and client experience
  • If you’re settling for “good enough” when better is out there

Whether you’re ready to switch or just want to sanity-check your setup, this checklist helps you make the right call for your firm’s future.

Download the checklist and find out if your DMS is a growth partner — or a bottleneck.

Download the checklist