Setting Up Lacerte to Print to SmartVault

Set up SmartVault integration to securely print, store and share your Lacerte returns. 

Activate your SmartVault Trial

If you do not have a SmartVault account, you can start a free trail by following the steps below.

1. In Lacerte, go to the Print menu and then click Tax Return.
2. On the Print Tax Retun window, click Set Up Custom Document Management.

3. Then click Start SmartVault Trial.

4. On the SmartVault sign up page, enter the required information to create your SmartVault account.

5. Download and install the SmartVault for Microsoft Windows app.

6. When the installation is complete, start the SmartVault Launchpad app that was just installed.

7. Enter your SmartVault user name and password to start the launchpad application.
8. On the SmartVault Launchpad screen, click SmartVault User Settings.

9. Then click Extensions tab and check the box for the applications you want to allow the SmartVault integration for.

10. Click OK.

Print to SmartVault from Lacerte

1. Open Lacerte and go to the Print Tax Return window (CRTL+P), SmartVault should be listed.
2. To print a return copy to SmartVault, simply check the box for that return copy type (i.e. Government Filing Copy, Client Copy, etc.)