ProConnect Tax Integration with SmartVault: Setup Guide

Table of contents:

Initial Connection

• The Primary Admin for ProConnect initiates the connection for the firm from the All Solutions page.
• Only users with External integrations permissions can connect their accounts. Users in Advanced Tax roles can print tax returns, so this integration is available to users who have both permissions.

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User Types in SmartVault

• SmartVault uses Administrator, Account Employee, and Assigned Employee user types, not Primary Admin.

Multiple User Connections:

• The Primary Admin makes the initial Intuit realm to SV organization connection.
• Other firm users then connect with their ProConnect Tax username and SmartVault username. The SmartVault username should also be part of the SmartVault organization that the ProConnect Tax primary admin connected to.
• Your SmartVault login does not need to be the same as yourProConnect Tax login.
• Multiple ProConnect Tax users sharing the same SmartVault user will not work. Every user should connect using their own SmartVault username.

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Integration Details

The integration creates a bridge between ProConnect Tax and SmartVault.

1. Select File Return.
2. Navigate to the Print Menu.
3. Select PDF.
4. Choose the return version (copy) you want to print and Create PDF within ProConnect.
5. Once the PDF is created, choose the option to Send to SmartVault.
6. Documents will be automatically routed and filed into the appropriate client's folder in SmartVault.

If a client does not exist in SmartVault with the same ProConnect Tax client id, a new client is created in SmartVault.

Individual accountants and seasonal workers also need to connect their SmartVault accounts to this bridge, ensuring they are members of the same firm with matching SmartVault ID and Realm ID.

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Connection Duration

A ProConnect Tax user’s connection lasts 30 days without action. Any action within 30 days resets the timer. After 30 days, a reconnection prompt will appear and the ProConnect Tax user will have to login to SmartVault again using the same SmartVault username they used earlier.

Multiple Account Connections:

• Multiple QuickBooks Online (QBO) accounts can connect to a single SmartVault account.
• Multiple ProConnect Tax accounts can connect to a single SmartVault account. But a single ProConnect Tax Online account cannot be connected to multiple SmartVault accounts.

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