Quickly and easily capture, manage, and share almost any type of client information. Choose between two document management systems, which seamlessly integrate with your tax prep workflow.
Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference.
Document Management Solutions
For Intuit ProSeries Tax and Intuit Lacerte Tax
SmartVault®
Store documents safely in the cloud, so you can access them anytime, anywhere.
- Access files from any computer, browser, or mobile device.
- Custom-brand your portal for file sharing with clients.
- Customize folders and email templates to help you streamline client onboarding.
- Work the way you want–desktop apps and an online portal are available.
Starting at
$45 per user/mo
billed annually (2 user minimum)
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.
Intuit Tax Advisor
Included with:
ProConnect 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.
Hosting
Available for:
Lacerte ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.
eSignature
Available for:
ProConnect Lacerte ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.