Overview

The SmartVault desktop software contains the following features:

  • SmartVault Connected Desktop
  • SmartVault Drive
  • SmartVault PDF Print Driver
  • Lacerte and ProSeries Integrations 

SmartVault Connected Desktop 

The Connected Desktop is the easiest way to work with the tax documents you store in SmartVault. The Connected Desktop is where you manage documents for specific clients. 

The Connected Desktop allows you to:

  • Manage files directly from your desktop
  • View, edit, scan, upload, and download files

Find out more about the Connected Desktop and how to install the Connected Desktop

SmartVault Drive 

The SmartVault Drive allows you to map a drive from your desktop to SmartVault. 

The SmartVault Drive allows you to access your files from SmartVault directly from your File Explorer window

Find out more about mapping the SmartVault Drive

SmartVault PDF Print Driver 

The SmartVault PDF Printer allows you to convert files to PDFs and upload those PDFs to SmartVault using the Connected Desktop, the QuickBooks Toolbar, or the Inbox. 

The SmartVault PDF Print Driver allows you to:

  • Convert any web page or document to PDF by printing it directly into SmartVault
  • Route and tag documents before importing to SmartVault

Find out more about using the SmartVault PDF Printer to upload files to SmartVault

Lacerte and Proseries Integrations 

SmartVault integrates directly with Intuit's Lacerte or ProSeries tax apps, and appears as a print destination.

You can print and route documents from Lacerte/ProSeries directly into your SmartVault account

Find out more about connecting Lacerte or ProSeries to SmartVault, and managing and inviting Lacerte or ProSeries tax clients.

Note: The SmartVault desktop software is only supported on Windows-based machines.

Did this answer your question?