Get the Most from SmartVault During Tax Season
Many of you will be using SmartVault for the first time this tax season. We put together a few tips that will help you get the most out of SmartVault.
Inviting Your Clients to SmartVault
Inviting Your Clients to SmartVault
Learn how to edit the user activation email template to invite your clients to use SmartVault. Show me how ››
Using SmartVault when Working With
the Lacerte or ProSeries Tax Import Tool
Learn how to scan, create and store a PDF containing your client’s source documents using the SmartVault Connected Desktop and SmartVault Drive. Then import client data using the Tax Import Tool and upload the bookmarked PDF to SmartVault. Show me how ››
Using SmartVault with eSignature feature
in Lacerte and ProSeries
eSignature integration is now available from Intuit, integrated with Lacerte and ProSeries. Once your clients have eSigned their e-File authorization forms, you can use the SmartVault Drive to upload the signed Form 8879 PDF directly to SmartVault. Show me how ››
Setting up a Private Vault
Setting up a Private Vault
SmartVault gives you the ability to set a vault as ‘private’ removing all access to users except for administrators and users you grant access to. This feature is commonly used by accountants who store their own tax returns in SmartVault and want to restrict access. Show me how ››
Using the New SmartVault Print Driver
SmartVault Print Driver
With the SmartVault Print Driver, you can use the standard “Print” command in any Windows application to create a PDF and save it directly to SmartVault. This is a great feature for customers that want to print directly to the SmartVault Inbox or directly to the SmartVault Toolbar in QuickBooks. Show me how ››
SmartVault released several additional user enhancements on February 18, 2015. Additional detail about this and prior releases can be found in SmartVault Release Notes.
FileThis Now Integrated with SmartVault
FileThisPro is a fully automated document collection service that gathers your client’s online statements, invoices, receipts, bills and tax documents from their online accounts. The integration with SmartVault will automatically route these source files to a folder in SmartVault, delivering even more automation to your tax prep workflow. Learn more ››
FileThis Now Integrated with SmartVault
SmartVault Extended Support Hours
Beginning February 2, 2015, SmartVault will offer extended support hours to better serve our customers in their busiest season.
Busy Season Support Hours (February 2 – April 15, 2015)
Monday through Friday: 7 am – 7 pm Central Time
Saturday: 9 am – 2 pm Central Time
CPA 2015 Readers choice award Readers Choice Awards
SmartVault is nominated in 3 categories this year. Please make your voice heard and vote for SmartVault for your favorite in:
#14 – Client Portals
#15 – Document Management and Storage
#19 – Workflow (Other Workflow Tools)
Vote Now
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