Integrate ProConnect with SmartVault

[jsbucklewcpa-gma]

SmartVault's integration with ProSeries (and I'm assuming it's identical with Lacerte) is beautiful.  I know ProConnect has built in document storage unlike ProSeries and Lacerte, but it would be nice if ProConnect integrated with SmartVault the same way ProSeries, Lacerte, and other professional tax software does.  The built in storage in ProConnect is very nice as supplemental/redundant storage (and for new startup firms watching their expenses or seasonal tax preparers), but it's really only useful for tax prep engagements.  An integration with SmartVault and Intuit Practice Management is already in the works, so it makes sense to intergrate it directly with ProConnect as well, especially since ProConnect is the only professional tax software from Intuit that is not yet directly integrated.

Centralized document management and file storage is critical for efficiency, data security, and a positive experience for firm employees and clients, whether you're using a cloud application, physical file room, or both.  I think SmartVault's direct integration with ProSeries, Lacerte, and other professional software is a huge time saver - you literally just need to "print" a client's return directly from the tax software to create a new client's file in SmartVault (and add additional files to an existing client).  The automation is wonderful and you should only need to input a new client's data once, which would also reduce errors.

Just my 2 cents, apologies if this is already in development.  

[IntuitGabi]

Thanks for the idea to integrate ProConnect with SmartVault (Like ProSeries and Lacerte). We are changing the status to "Open for voting". 

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[taxcpa]

Please integrate ProConnect with SmartVault.  This will be a huge time-saver for ProConnect users.  In past tax seasons, I have used ProSeries and I have saved so much time by being able to print tax returns from ProSeries direct to SmartVault. This integration should definitely be included in ProConnect.