Can you bulk or mass print the client copy of the tax return for multiple clients at the same time into Smartvault?

[George4Tacks · Accepted solution]

That is really a Smart Vault question, but I think the answer is yes. https://support.smartvault.com/Other/Additional_Resources_for_New_Users/Printing_Tax_Returns_to_Smar...

Select Smart Vault PDF as your default printer. 

[kwinike]

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.

[George4Tacks]

I don't have SM, but I would HOPE that you could select 20 clients, use Ctrl + P and print to the SVPDF printer and it would work for you. This is likely one of the reason Lacerte dropped DMS for SmartVault, then after one season resurrected DMS.

[rbolton1130]

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.