What 18,000 Intuit Firms Know About Document Management That You Don’t
Want to see the full demonstration of SmartVault’s integration with Intuit products?
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If you’re one of the thousands of accounting professionals using Intuit’s tax products (Lacerte, ProConnect, or ProSeries), you already know they’re powerful tools for tax preparation. But what you might not realize is how much more efficient your entire firm could be with the right document management system seamlessly integrated with these products.
Over the last 15+ years, we’ve talked to accounting professionals and industry experts almost daily, and we’ve observed very clear patterns in the frustrations that firms experience. These frustrations include document chaos, security and compliance stressors, and the inability to scale efficiently. Did you know that many firms spend about 40% of their time on admin tasks that could be automated?
These challenges aren’t just frustrating — they’re directly impacting your firm’s profitability and growth potential. Many firms don’t realize that they can eliminate these challenges with a document management system. Here’s how.
The SmartVault-Intuit Partnership: Built for Tax Professionals
SmartVault wasn’t just designed to work with Intuit products. “Our relationship with Intuit is truly special; it goes back more than a decade,” Vivian Fore, Manager of Marketing Programs, shared. “In fact, Intuit hand-selected SmartVault to replace their DMS back in 2014, making us their preferred document management solution for over 11 years now. We are the only document management system and client portal that works across the entire Intuit ecosystem of Lacerte, ProSeries, ProConnect, and QuickBooks.”
This strategic partnership means we understand the specific needs of Intuit users like you. Intuit and SmartVault also work together to keep improving features, as Daniel Fritz, VP of Product at SmartVault, emphasized: “We partner on the development side with Intuit every single year to make sure that these integrations are providing value, and we’re always making improvements to continue enhancing our customers’ experiences.”
What does this mean for your daily workflow? Let’s walk through it:
How the SmartVault-Intuit Integration Works in Your Daily Workflow
During the webinar demonstration, the SmartVault team walked through the entire tax preparation workflow, showing how the integration streamlines each step. Note: the integration works the same whether you’re using Lacerte, ProConnect, or ProSeries in your practice.
- Engage: SmartVault automatically creates client profiles, security permissions, and folder structures for you. Create engagement letters, proposals, and other documents needed for onboarding, all accessible through your client portal.
- Collect: Request documents from clients through customizable templates that guide them through exactly what you need. Clients can securely upload source documents directly into the portal, from any location and on any device, and you can review their submissions in real-time. All submitted documents are automatically routed and organized in the correct client folder, so you can say goodbye to the manual sorting and filing of documents. You’ll also be notified as documents are uploaded.
- Prep & Review: With all source and firm documents logically organized by tax year, tax preparation is much more efficient. You and your team will have a single source of truth, always confidently working from the most recent versions of documents.
- Deliver: When you complete a tax return in your Intuit software, printing it to SmartVault auto-routes the return to the correct client folder. You can send returns for client review and e-signature, and signed documents are automatically saved back to the correct folder without any manual intervention. This automation saves you time, eliminates human error, and makes managing large volumes of returns easier.
- Archive: SmartVault serves as your central document repository with unlimited cloud storage. With enterprise-grade security measures, including SOC 2 Type II compliance, role-based access controls, and encryption at every level, you can rest assured your documents are secure and meet regulatory requirements like IRS Publication 4557 and FTC Safeguards Rule.
Real Results from Real Accounting Firms
The webinar shared success stories from firms that have implemented the SmartVault-Intuit integration:
Take Nick Boscia, EA, CPA and partner at Boscia & Boscia. Before SmartVault, his firm faced document chaos, inefficient collection processes, and growth limitations. “We were getting new clients and increasing revenue, which was great! But I was working a million hours and spearheading every process,” Nick shared in his case study. After integrating SmartVault with Lacerte, Nick doubled his client base while actually improving work-life balance. In fact, he now has the freedom to travel and completely disconnect from the office.
Nick’s story demonstrates that by implementing the right technology, you can achieve what seems impossible: work less while earning more. His advice to other accountants? “Be curious to try to solve any of your firm’s pain points. If you’re not living your dream life, there are tools out there to make your firm better and give you the life you want.”
The thing is: Nick’s story isn’t a one-off. It’s the reality of countless firms who use SmartVault and Intuit.
John Coleman, CPA, is another example “I really love the integration with Lacerte. It’s much more efficient than what we used to do, and our admin loves it because she doesn’t have to go through and manually pull pages and send them to the client.” John credits this integration, like Nick, with being able to do more tax returns than ever before, while still making it to his kids’ baseball games and practices during tax season.
See the Integration in Action
We could tell you more about how the integration works — how document requests are simplified, how permissions are managed, or how e-signatures with KBA verification are included in our unlimited plan. But the most powerful way to understand the impact is to see it for yourself.
Watch our full webinar demonstration to see how SmartVault integrates with your Intuit products, or schedule a personalized demo where we can show you exactly how it would work with your specific firm setup.
Over 18,000 firms using Intuit are already experiencing these benefits. Isn’t it time you joined them? Book a Demo today!