SmartVault + Intuit ProSeries
The Only Document Management and Client Portal Fully Integrated with Intuit ProSeries
Are you ready to move on from tools like Intuit DMS? SmartVault can help you transition to a virtual workflow. We can help you migrate all your clients and files quickly, easily, and securely.
Automate Your Tax Prep Document Workflows
Securely request, share, organize, and collaborate on documents across teams and clients, anytime, anywhere in the cloud.
Effortlessly Manage Unlimited Clients
SmartVault automatically sets up the client, folder structure, users, and security permissions and integrates your clients’ information from ProSeries to SmartVault. This reduces the need for duplicate data entry and automates account and security configurations.
Automatically Route Returns to SmartVault DMS
Print and auto-route tax returns directly into the correct client folder by tax year. This automation saves you time, eliminates human error, and makes managing large volumes of returns easier. This integration, jointly developed by Intuit and SmartVault, has efficiencies you can’t get from manual print-to-PDF options offered by other apps.
Accelerate Review Process
Send clients their returns through the portal, empowering them to review, approve, and eSign 100% online. Monitor the status of tax returns, organizers, and client interactions through an intuitive dashboard.
Enhance Client Experience with an Integrated Portal
Ask clients to complete digital organizers, submit source docs, review tax returns, eSign, and pay for your services – all within a branded client portal. All documents are automatically saved to the correct folder.
High Performing, Highly Scalable DMS Platform
SmartVault’s SOC 2 Type 1 & 2, ISO 27001 and ISO 22301 compliant DMS platform has robust activity reporting, version history, document recovery (no time limit), file check-in/check-out, granular access permissions, and unlimited storage and users.
Migration Support
Using another DMS? SmartVault has already migrated over 5,000 Intuit firms to SmartVault. We provide multiple training options and white-glove migration services that make moving easy.
A Decade-Long History: SmartVault + Intuit
Since 2014, SmartVault has established itself as the first integrated document management system for Lacerte and ProSeries, offering customers a high value integrated DMS and portal platform across Intuit’s ecosystem of tax prep apps. Our jointly developed integration offers Intuit customers an integrated, modern DMS platform to securely manage their end-to-end document and tax prep workflows.
100% Uptime
3 Million+
500 Million+
Key Benefits of Using SmartVault with Intuit
As the only document management system with a jointly-developed API, SmartVault offers unique advantages that boost efficiency, enhance security, and improve client collaboration. Explore the key benefits of this powerful partnership:
Exclusive Partnership
SmartVault offers the only jointly-developed DMS and client portal integration with Intuit ProSeries and Lacerte.
Secure Client Engagement
Enable clients to safely upload documents and eSign forms, while keeping your team and clients informed with automated notifications in a centralized, cloud-based repository.
Efficient Workflow Management
Track tax returns, organizers, and client interactions through an intuitive dashboard, with customizable workflows for annual or ad-hoc engagements.
Anytime, Anywhere Access
Improve responsiveness and productivity with 24/7 mobile accessibility to all your documents.
Unlimited Scalability
Grow your practice without limits, leveraging SmartVault's unlimited storage capacity and flexible client management capabilities.
Uncompromising Security and Compliance
Ensure data privacy with granular user permissions while meeting industry standards for encryption and audit trails.
Why 30,000 Accounting and Business Professionals Trust SmartVault
I can go into our tax software (ProSeries) and pull the info into Connected Desktop so that everything I need is there. SmartVault knows what kind of engagement it is and populates it with all the proper folders. It’s so helpful.Christa Skoupy CPA, Founder of Auxilia Accounting
SmartVault vs. Intuit DMS
 |  | |
|---|---|---|
| Intuit Lacerte Tax integration |  | |
| Online document storage with access via encrypted link | |  |
| Integrated, custom branded portal to exchange files with clients | | |
| Import client list from Lacerte | | |
| Create custom folder templates | | |
| Password-protected email of files to clients | | |
| Supports your transition to a virtual workflow | | |
| Submit documents to Intuit Tax Import | | |
| Create customizable request lists to efficiently gather and track documents | | |
| Add a client login to your website | | |
| Full text search of documents | | |
| Continuous off-site backup of documents and data | | |
| Audit report to track client and staff activity | | |
| Auto-alerts notify when files are uploaded or viewed | | |
| Customizable email templates and mail merge automate document distribution | | |
| Batch print documents to SmartVault | | |
| Mobile-enabled guest users | | |
| Switching is a pain-free process | | |
| Migrate files yourself or let our customer success team do it for you | | |
| Free support via phone, email, and live chat | | |
| Starts at | $480/year | $544/year |
Thousands of Businesses Have Already Made the Switch
“A great, secure portal. The portal is safe and secure. It interfaces with other online tools we use.”
“SmartVault is great for us, as we have multiple clients of which need multiple people and vendors to have access to their info, but not have…
“One of the best online document storage tools. The best thing is the secure file sharing capability.”
“The best cloud-based file sharing software, with high bank level security, that I have ever used.”
“Simplest way to store files online. The storage and file-sharing service of the device are is very efficient.”
“SmartVault is great for bookkeepers. All the statements and reports I need to keep each of my clients’ books are kept in order, …
“The easiest way to keep employees in the know on anything and everything. SmartVault keeps our internal information safe, orderly…
“I like this company. I love the fact that SmartVault organizes all of my documents.”
“Very secure, scalable, affordable. Great cloud content management solution for business.”
“It is probably best tool for online document storage and files.”
See SmartVault in Action
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo