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.
Integration
Intuit QuickBooks
Attach documents, stay audit-ready, and securely back-up and share files.
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.
Onboarding + Training
Get up to speed quickly with custom onboarding, flexible training options, and SmartVault Academy.
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.
