A Decade-Long History: SmartVault + Intuit
Key Benefits of Using SmartVault with Intuit
As the only document management system with a supported integration to Intuit’s tax prep apps, SmartVault offers unique advantages that boost efficiency, enhance security, and improve client collaboration. Explore the key benefits of this powerful partnership:
SmartVault offers the only jointly-developed DMS and client portal integration with Intuit ProSeries and Lacerte.
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.
Track tax returns, organizers, and client interactions through an intuitive dashboard, with customizable workflows for annual or ad-hoc engagements.
Improve responsiveness and productivity with 24/7 mobile accessibility to all your documents.
Grow your practice without limits, leveraging SmartVault's unlimited storage capacity and flexible client management capabilities.
Meet the rigorous data security standards of IRS Publication 4557 and FTC Safeguards Rule with a secure, integrated document management system for all your firm and client documents.
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
“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.”
