1. This “Get to know SmartVault” video is an orientation geared towards tax consultants wanting to integrate SmartVault’s online document storage with Intuit Lacerte or ProSeries. With SmartVault, you get built-in document management with Lacerte or ProSeries to streamline your workflow, helping to minimize costs and improve client services. And, you can work anywhere, anytime through your computer or mobile devices. Our bank-level security not only helps you stay in compliance, but gives your clients peace of mind that their files are secure. This session will introduce you to the SmartVault portal and the many great tools that will make online document management easier.

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Get Started with SmartVault

SmartVault Corporation PRO

In this video series, SmartVault customers are guided down a path to successfully using SmartVault quickly and easily. By the end of the video series, customers will have set up and customized their portal, learned how to use the Connected Desktop and…


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In this video series, SmartVault customers are guided down a path to successfully using SmartVault quickly and easily. By the end of the video series, customers will have set up and customized their portal, learned how to use the Connected Desktop and are ready to start storing and sharing files with clients and employees.

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