Quickly and easily capture, manage, and share almost any type of client information. Choose between two document management systems, which seamlessly integrate with your tax prep workflow.
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Document Management Solutions
For Intuit ProSeries Tax and Intuit Lacerte Tax
SmartVault®
Store documents safely in the cloud, so you can access them anytime, anywhere.
- Access files from any computer, browser, or mobile device.
- Custom-branded client portal for file sharing with clients.
- Customizable folder and email templates to help you streamline your document workflow.
- Unlimited storage and unlimited clients.
- Bank-level security and variable access rights to ensure compliance.
- Unlimited eSignatures and KBAs*
Starting at
$45 per user/mo
billed annually (2 user minimum)
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.
Intuit Tax Advisor
Included with:
ProConnect Lacerte
The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.
Hosting
Available for:
Lacerte ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.
eSignature
Available for:
ProConnect Lacerte ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.