Karl
Level 8
Level 8

I would doubt that Lacerte is breaking ties with SmartVault, but who knows?

Not to bash on SV, but I just left them myself after being with them for about 4-5 years.  I went to TaxDome.

I admittedly miss the direct integration btwn Lacerte & SV, so TD takes a few more steps. But SV had really let me down in customer service and tech support.  Even more so that they've made bold promises to improve but haven't. They don't respond to feedback or enhancement requests that me and my team have made.

I only wanted to point out my issues with SV for OP's scope not to just abandon Safe Send.

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