Work better with SmartVault

[sarahmohraccounting]

It would be great if ProSeries could work better with SmartVault. We can't be the only office to use both. Suddenly in 2022, I have had issues with moving signatures from our signature pad over to SmartVault folders because of some PDF error and have to re-save it as another PDF to just drag and drop. I also am unable to send tax returns in secure, password protected emails because of another error I get for 2022 tax files. So it would be fantastic if you could talk to SV and figure out what changed from past years to TY 2022.

[dkh]

Here are two other posts regarding SmartVault.  Maybe there is information in these posts that will help you or another user that you can PM for help.

Solved: SmartVault vs DMS - Intuit Accountants Community

How to print Organizers from ProSeries to SmartVault (specific folder)? - Intuit Accountants Communi...

[sarahmohraccounting]

Unfortunately, neither of these covers my issue(s). But thank you!

[tbream]

Sarah, you are not the only office with this issue. Regarding emailing of protected files from SV, it is a real problem and SV has not yet found solution. I have found that if I open the file with Adobe, make a minor change (I highlight a number) and then save the file, it works.  I do the change and saving of the file right in the Connected Desktop.  It takes just a few seconds per file. Not idea....but it's the easiest method I've found so far.