Client Checklist and Printing directly to SmartVault

Karen4120 · ‎12-09-2022

Hi

Any SmartVault users out there? I am trying to import the Client Checklist from Proseries into the client's 2022 template in SmartVault. Has anyone been able to do this?

Also, has anyone had any luck with using an "interactive" organizer. Our firm has our own condensed form that we create and mail to the client. I was trying out different pdf programs that convert it to a fillable form. Any suggestions would be great. Thanks for any info.

Karen

dascpa · ‎12-10-2022

SmartVault only allows you to print a complete tax return or a complete (short or long) organizer to a client vault (portal). To print a single page(s) you have to print to pdf and upload to their vault (one client at a time).

I also would love to make the ProSeries tax organizer fillable, but nothing is out there for this. A generic fillable tax organizer won't have prior year data in there.

Karen4120 · ‎12-14-2022

Hi

Thanks for the reply. Thanks for validating what I thought was the solution. Much appreciated.