SmartVault®
Discover the document management tool and client portal solution that's fully integrated with Intuit's tax software.
Transform your workspace
Safely store, collect, and organize documents in the cloud and access them from anywhere, at any time.
Support your business processes with these SmartVault benefits
Streamlined workflow and collaboration
Save documents directly to SmartVault. Import your clients, print their tax returns, and have them automatically routed to the right client folder by tax year.
Online document management
File management simplified. Access, share, and collaborate on files from any device with full-text search capabilities.
Unlimited storage and unlimited clients
Never worry about running out of space. Store all your files with infinite storage capabilities, and get file versions recovery with no time limit.
Personalized experience
Customizable client portal to simplify client communication, request lists, secure file sharing, and submission of e-signature.
Security and compliance
Bank-level security and variable access rights to ensure compliance. Plus, full audit trail of user actions in files with automated alerts and real-time activity reporting.
SmartVault—connecting your entire document workflow seamlessly
More tax software integrations for your firm
Extend the functionality of your professional tax preparation software with these flexible solutions.
Intuit Tax Advisor
Included with ProConnect and Lacerte
IRS Transcripts gives you direct access to all IRS client communications, so you can complete your client's returns with confidence and without the need for constant client communication. Learn more.
Hosting
Available for Lacerte and ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access. Learn more.
eSignature
Available for ProConnect, Lacerte and ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want. Learn more.
Protection Plus
Available for ProConnect, Lacerte and ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access. Learn more.
Pay-by-Refund
Available for ProConnect, Lacerte and ProSeries
A convenient refund transfer payment option so your clients don't pay upfront costs, and you get paid faster for your tax services. Learn more.
Professional tax paper supplies
Available for Lacerte and ProSeries. Powered by QuickBooks.
Instill confidence in your firm's professional capabilities with premium tax return folders and envelopes. Learn more.
Quick Employer Forms Accountant
Available for ProConnect, Lacerte, and ProSeries
Quickly generate and e-file 1099 and W-2 forms from ProConnect, Lacerte, and ProSeries. Search, sort, and filter payees easily. Plus, get bulk e-file support. Learn more.
Data import
Available for Lacerte and ProSeries Pro only
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access. Learn more.
Link Client Portal
Available for ProConnect, Lacerte, and ProSeries
Easily request client information and send client data through a secure online portal. Learn more.
Ignition
Available for ProConnect
Streamline your proposals and automate the sales process from first contact to money in the bank. Learn more.
Tax planner & analyzer
Available for Lacerte
The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours. Learn more.
Client organizer
Available for ProSeries Pro only
Get the information you need to prepare virtually any client return quickly with data transfer capabilities and reduce risk of errors. Learn more.
Fixed asset manager
Available for ProSeries Pro only
Depreciation software that helps you easily track assets and calculate your clients' depreciation automatically. Learn more. Learn more.
Network sharing
Available for ProSeries Pro only
Enable everyone in your practice to share and synchronize client files from one common location. Learn more.
Quick collect
Available for ProSeries Pro
Give your clients the option to pay your tax prep fees from their refund. Learn more.
