The Only Fully Integrated DMS, Client Portal & Compliance Solution for ProConnect
SmartVault is the gold standard in document management, transforming your ProConnect workflow with automation, built-in compliance, and secure client collaboration.
5 Key Benefits for ProConnect Users
Connect with ProConnect, QuickBooks, and more
Protect sensitive data and meet regulatory requirements
Deliver a secure, seamless portal experience
Speed up your tax prep workflow
Migrate data securely and get up and running fast
Why SmartVault Is the Backbone of a Secure, Compliant, and Efficient Tax Workflow
SmartVault eliminates the most frustrating inefficiencies in tax prep workflows. Instead of exporting PDFs manually, your ProConnect returns can now print directly to SmartVault, auto-routing to the correct client folders without extra steps or risk of error.
Automate Document Workflows
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Strengthen Security & Compliance
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Enhance Client Collaboration
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Reduce Admin Overhead
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Unlimited Storage & Scalability
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A Decade-Long Partnership
Since 2014, SmartVault has been Intuit’s exclusive integrated document management system for Lacerte, ProSeries, and now ProConnect, providing a secure, modern platform to manage end-to-end tax prep workflows across the Intuit ecosystem.
Plans Built for ProConnect Tax Pros
Get secure document management, a built-in client portal, and automated workflows, fully integrated inside ProConnect. Choose the plan that fits your firm’s size, goals, and growth path.
Core Features
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Unlimited cloud-based storage -
Custom branded client portal
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Advanced Security & Compliance
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Unlimited clients & external collaborators
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Customized folder templates
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U.S. based phone/email/chat support
Includes All Core Features +
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Advanced document routing
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Robust workflow automation
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Customizable document request list
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Assign specific clients to employees
Includes All Accounting Pro Features +
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Request & send unlimited eSignatures -
Unlimited KBAs / ID verification
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Unlimited PDF form fillers
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Send unlimited quotes & proposals
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Compliance Vault (WISP templates)
*Disclaimer: Get 20% off your first year SmartVault subscription when you purchase by 7/31/25, in celebration of our new integration with Intuit ProConnect. Offer valid for new SmartVault customers using ProConnect only; not applicable to users of Intuit Lacerte or Intuit ProSeries. Discount applies to subscription fees only and excludes services, onboarding, or migration fees.
Have Questions? We’ve Got Answers.
Can I add users to the ProConnect Docs plan?
No. ProConnect Docs is a single-user plan. Upgrade to Accounting Pro or Accounting Unlimited to add team members. Costs are prorated.
Can I migrate from Lacerte or ProSeries?
Yes. SmartVault retains client folder structure and connects past returns seamlessly to ProConnect.
Is SmartVault officially supported by Intuit?
Yes. SmartVault is the exclusive third-party DMS integrated with ProConnect, ProSeries, and Lacerte.
Is SmartVault secure enough for compliance audits?
Yes. It is SOC 2 Type 2 compliant and meets FTC/IRS document handling standards.
Do I need to use SmartVault’s eSignature tool?
Yes, or integrate with DocuSign (recommended). Unlimited eSignatures are included with the Unlimited Plan.
SmartVault + Intuit ProConnect
EXCITING NEWS!
Our Intuit ProConnect integration launches soon. Join the waitlist to be the first to know when it’s live.
