Integrations

Your Intuit Tax Software Just Got Smarter

SmartVault is the only fully integrated Document Management System (DMS) for Lacerte, ProConnect, and ProSeries, automating tax workflows from prep to delivery to make your firm more secure, compliant, and efficient.

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Why SmartVault is the #1 Choice for Intuit Tax Users

Automated Filing

Print tax returns directly into SmartVault and auto-file them into organized client folders.

eSignatures + Approvals

Collect 8879s and engagement letters via DocuSign and track completion.

Branded Client Portals

Provide clients with a secure, professional experience when sharing files or signing documents.

Compliant from Day One

Enterprise-grade security with SOC 2 Type 2 compliance, AES 256 encryption, and built-in safeguards for IRS 4557 and FTC mandates.

Unlimited Cloud Storage

No limits on documents, clients, or users, built to scale with your firm.

Seamlessly Integrate SmartVault into Your Current Intuit Workflow

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

Intuit Lacerte

Manage complex clients and returns quicker with modern tech.

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Intuit ProSeries

Reduce admin tasks and scale your firm with automation.

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Intuit ProConnect

Securely manage and share documents 100% in the cloud.

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Intuit QuickBooks

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

HOW IT WORKS:

Seamless from Return to Retention

Print to AutoFile

Skip the manual downloads and drag-and-drop steps. Print tax returns, engagement letters, and Form 8879s straight from Lacerte, ProConnect, or ProSeries into SmartVault, automatically filed into the correct client and tax-year folder.

Reduces filing errors, speeds up return handling, and keeps your folder structure clean and organized.

SmartRouting

Automatically route files to the right place without staff intervention. With SmartRouting, returns and supporting docs land in the correct tax-year folders with consistent naming conventions.

Standardizes naming and storage, ensures easy retrieval, and saves hours during peak filing weeks.

Request Docs + eSignatures

Easily request documents using structured templates (Small / Medium / Large), collect required files, and send forms for eSignature via DocuSign, all from within SmartVault.

Clients receive a simple, mobile-friendly experience, while your team gains visibility into request status and signature completion.

Centralized Storage

Every return, document, signature, and message stays stored in one secure DMS, with version control, activity logs, and permission settings built in.

Your team accesses the right file at the right time, with no emailing, no duplicated versions, and no lost docs.

Client Collaboration Portal

Clients can securely upload documents, sign forms, and retrieve tax returns 24/7 from any device. All interactions happen inside a branded, encrypted portal that reflects your firm’s professionalism.

Elevates client trust, reduces handholding, and eliminates security risks from email-based sharing.

SmartVault:

The Foundation of My Practice

“SmartVault is a central part of my tax workflow. I have been using it for almost 12 years, and it is the backbone of our tech stack, making delivering an amazing client experience super simple. With regulations like Pub 4557, we’re also required to have secure document storage. I rely on SmartVault to have that secure place for myself and my clients. I can sleep at night comfortably knowing that SmartVault has me covered.”

– Dawn Brolin, CPA, CFE, CEO,
Powerful Accounting, The Designated Motivator