Thank you. But I have already researched the heck out of this (via Smartvault and Lacerte) and the link you provided says nothing about printing/uploading the tax return (from Lacerte- hence why I reached out to this forum) in bulk. For example- selecting 20 clients at a time- uploading their tax return into their vault in SmartVault.  I know how to individually upload- but I have hundreds of clients to upload their tax returns into their vault and am wondering if there is a less tedious, more efficient way to go about it.