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.

R

rbolton1130

Level 3

Yes you can select multiple clients and hit control P and then print the client copy to smart vault. I do it on a daily basis during tax season. Every now and then Lacerte will lock up for some reason but for the most part it works.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded