SmartVault + Intuit

SmartVault is the only integrated document management system for Lacerte, ProSeries & ProConnect customers.

Seamlessly Integrate SmartVault into Your Current Intuit Workflows

Save hours per return while keeping your documents organized, secure, and accessible. Tens of thousands of Intuit users have already discovered the SmartVault difference.

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Attach documents, stay audit-ready, and securely back-up and share files.

See SmartVault in Action

Want to see exactly how SmartVault can work for your business? Book a 15-minute demo today.

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Tailored Services for Intuit Firms

With over 15 years of experience, we understand your unique needs, goals, challenges, and workflows. Our deep knowledge allows us to offer services and support that truly make a difference:

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Migration

Using another DMS? We make switching easy. Our migration services are based on best practices from moving over 5,000 Intuit firms to SmartVault.

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Onboarding + Training

Get up to speed quickly with custom onboarding, flexible training options, and SmartVault Academy.

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Support

Access the help you need, when you need it, through our extensive Help Center, dedicated Customer Success Managers, and U.S.-Based Customer Care team.

How much time can you save this year?

Try our calculator to see just how many hours you can save by cutting the paper and switching to SmartVault. Like to see more? Schedule a one-on-one demo below.

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