{"id":58660,"date":"2025-11-04T08:00:00","date_gmt":"2025-11-04T14:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=58660"},"modified":"2025-11-03T13:58:27","modified_gmt":"2025-11-03T19:58:27","slug":"smartvault-launches-integration-with-intuit-proconnect-tax","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/smartvault-launches-integration-with-intuit-proconnect-tax\/","title":{"rendered":"SmartVault launches integration with Intuit\u00ae ProConnect\u2122 Tax"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"alignright size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/smartvault-and-proconnect.jpeg\" alt=\"\" class=\"wp-image-58665\" style=\"width:284px;height:auto\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/smartvault-and-proconnect.jpeg 600w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/smartvault-and-proconnect.jpeg?resize=150,100 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/smartvault-and-proconnect.jpeg?resize=300,200 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n<\/div>\n\n\n<p><a href=\"https:\/\/accountants.intuit.com\/tax-accounting-workflow-software\/smartvault\/\" target=\"_blank\" rel=\"noreferrer noopener\">SmartVault<\/a>, a leading provider of a cloud-based document management system (DMS) and client portal for accounting professionals, has expanded its 10-year strategic partnership with Intuit\u00ae by integrating with Intuit <a href=\"https:\/\/accountants.intuit.com\/tax-software\/tax-online\/\">ProConnect\u2122 Tax<\/a>. This now-live, jointly developed integration enables seamless, high-value document workflows between ProConnect and SmartVault, offering significant efficiency improvements over standard print-to-PDF or mapped drive solutions. \u00a0<\/p>\n\n\n\n<p>The integrated experience automatically creates clients in SmartVault, and enables printing and auto-routing of tax returns from ProConnect to the correct client folder in SmartVault. These features save time, reduce manual errors, and eliminate inefficiencies caused by document silos and disjointed workflows. By centralizing document management processes, the integration enhances data security and compliance, providing a streamlined and secure solution for tax professionals.\u00a0\u00a0<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" height=\"700\" width=\"700\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/Dania_Bunchanan_Img.webp?w=700\" alt=\"\" class=\"wp-image-58671\" style=\"width:176px;height:auto\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/Dania_Bunchanan_Img.webp 704w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/Dania_Bunchanan_Img.webp?resize=150,150 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/Dania_Bunchanan_Img.webp?resize=300,300 300w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/Dania_Bunchanan_Img.webp?resize=700,700 700w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/Dania_Bunchanan_Img.webp?resize=600,600 600w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p>\u201cSmartVault has established itself as the first integrated document management system for Intuit <a href=\"https:\/\/accountants.intuit.com\/tax-software\/lacerte\/\">Lacerte\u00ae Tax<\/a>, <a href=\"https:\/\/accountants.intuit.com\/tax-software\/proseries\/\">ProSeries\u00ae Tax<\/a>, and now ProConnect Tax, which reflects Intuit&#8217;s confidence in our ability to deliver a high value, integrated DMS and portal platform across Intuit\u2019s ecosystem of tax prep apps,\u201d said Dania Buchanan, president of SmartVault. \u201cFirms today can\u2019t be locked into antiquated all-in-one platforms if they want to improve efficiencies and grow profits. We fully support Intuit\u2019s vision of enabling a best-of-breed app ecosystem and we are thrilled to be the first to offer ProConnect customers a robust, modern online DMS platform to manage their end-to-end document and tax prep workflows securely.\u201d&nbsp;&nbsp;<\/p>\n\n\n\n<p>Key benefits of the SmartVault-ProConnect integration include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reduce duplicate data entry and manual errors:<\/strong> Through the integration with ProConnect, SmartVault automatically creates client profiles, security permissions, and folder structures for each client.<\/li>\n\n\n\n<li><strong>Fully automated document workflows:<\/strong> Print and automatically route tax returns from ProConnect to SmartVault, where they\u2019ll be filed in the correct client folder by tax year, accessible by the firm and client.<\/li>\n\n\n\n<li><strong>Efficient document delivery, eSign, and payment workflows<\/strong>: Secure, branded portals and customizable request lists allow clients to upload source documents, review returns, eSign, and pay for services securely from any location.<\/li>\n\n\n\n<li><strong>Scale without constraints:<\/strong> Unlimited document storage and client users allow firms and clients to upload, share, and access documents in one place with no added cost.<\/li>\n\n\n\n<li><strong>Keep data safe:<\/strong> SmartVault is SOC 2, Type 2 compliant with advanced encryption, two-factor authentication, activity reports, and granular access controls to help firms meet data security rules enforced by regulators like the FTC.<\/li>\n\n\n\n<li><strong>Seamlessly migrate to the cloud:<\/strong> SmartVault has document migration services that make it easy to transfer documents stored in other document storage systems to SmartVault.<\/li>\n<\/ul>\n\n\n\n<p>\u201cWe are committed to enabling a best-of-breed ecosystem of apps that bring high-value capabilities to our customers,\u201d said Jorge Olavarrieta, vice presodent and general manager of Intuit ProTax Group. \u201cSmartVault has been a leading provider of document management solutions to the accounting industry and Intuit customers for over ten years; expanding our strategic partnership with SmartVault allows us to now extend their footprint in the Intuit ecosystem and now bring an integrated document management (DMS) platform to ProConnect customers so they can increase operational efficiency and firm profitability.\u201d\u00a0\u00a0\u00a0<\/p>\n\n\n\n<p>The SmartVault and Intuit ProConnect integration is now live. Learn more at <a href=\"http:\/\/www.smartvault.com\/proconnect\" target=\"_blank\">http:\/\/www.smartvault.com\/proconnect<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover SmartVault + ProConnect Tax: Automated workflows and centralized document management help firms save time, eliminate manual tasks, and create consistent firm-wide processes.<\/p>\n","protected":false},"author":104275893,"featured_media":58668,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":true,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807,45875901],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-58660","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools"],"header_image":"","yoast_head":"<!-- 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