New SmartVault Features!  
  We are continually investing in product development to give customers new features and improve the overall usability of SmartVault. Take a look at what we just released, and what’s coming up.  
Block modification to a file while it’s being edited
Exclusive rights are now available to a user when editing a file from the Connected Desktop. While a user is editing a file, no one else can move, edit or delete the file.
Save time when searching for clients
SmartVault Clients
The Clients list in the SmartVault dashboard now supports searching by last name for individuals and company name. Search results are narrowed to a single page – no more manually scrolling pages to find specific clients!
Cancel unsaved changes to a template
SmartVault Editing Tax Return
New cancel button in the email template editor means you can cancel unsaved changes to an email template. The email template editor also gives the option to revert to the default email template.
Administrators can now choose to make the Public Documents folder inaccessible to tax clients. This mitigates the risk of inadvertently uploading confidential files to a folder where tax clients have access.
Additional detail about this and prior releases can be found in
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“I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow.”
Anne Rosa, CPA
More Customer Stories
What We’re Working On in Support of TY15…
Local Storage
For customers who do not want to store confidential information online
Expanded eSignature Integration
Ability to electronically sign documents and store in SmartVault
More custom email templates
Allow customers to leverage templates for more client interactions
Ability to annotate documents
Add text, highlight, place tickmarks and add date stamp native in the Connected Desktop
Issues and Categories
Improve workflow by adding issues and categories to the Connected Desktop
Share files with
unauthenticated users

Send files on your clients’ behalf (to a banker, lender, etc.) without having to invite them as a user on SmartVault
  What’s New (and What’s Coming)
in SmartVault!
Join our product team for a tour of the new features in SmartVault as well as a preview of the upcoming product roadmap.
View On Demand
“Compared to Lacerte's DMS, SmartVault is awesome.”
Managing Member
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