SmartVault + Intuit Lacerte

SmartVault automatically sets up the client, folder structure, users, and security permissions and integrates your clients’ information from Lacerte to SmartVault. This reduces the need for duplicate data entry and automates account and security configurations.

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.

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.

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.

SmartVault’s SOC 2 Type 2, ISO 22301 and ISO 27001 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.

Using another DMS? SmartVault’s migration team has helped tens of thousands of users move their documents to SmartVault. We provide multiple training and migration options so firms can get up and running easily.