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Integrations
Integrate SmartVault with your favorite tax, accounting, and business applications.
J
31 articles in this collection
Written by
Nigel Arceo,
Anthony Guevara,
and
Jared Howe
Uploading a TaxCalc eSign Envelope to SmartVault
If you are a TaxCalc user, find out how to upload an eSign envelope into SmartVault.
J
Written by
Jared Howe
Updated over a week ago
Uploading Files from TaxCalc to SmartVault
It's easy to print any PDF document from TaxCalc directly to SmartVault.
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Written by
Jared Howe
Updated over a week ago
Salesforce - SmartVault Integration
This article explains how to integrate SmartVault with Salesforce.
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Written by
Jared Howe
Updated over a week ago
QuickBooks
Integrating SmartVault with QuickBooks
You can integrate SmartVault with QuickBooks Online or the desktop version of QuickBooks.
Written by
Anthony Guevara
Updated over a week ago
Re-integrating QuickBooks with SmartVault
After going through the integration process with QuickBooks desktop, you must verify that the integration was successful.
Written by
Anthony Guevara
Updated over a week ago
Installing the SmartVault Toolbar for QuickBooks Online, Xero, or FreshBooks
This article explains how to install the SmartVault web browser toolbar.
Written by
Anthony Guevara
Updated over a week ago
Attaching Supporting Documents to QuickBooks Desktop Transactions
If you are working in a non-hosted QuickBooks environment, you can use the SmartVault toolbar to attach documents to QuickBooks entries.
Written by
Anthony Guevara
Updated over a week ago
Attaching Documents to the SmartVault Web Browser Toolbar
You can attach documents to transactions using the SmartVault toolbar on your browser. Supported browsers include Chrome, IE, and Firebox.
Written by
Anthony Guevara
Updated over a week ago
Attaching a Document in the SmartVault Inbox to a QuickBooks Entry
You can attach a document in your SmartVault Inbox to a QuickBooks entry using the SmartVault toolbar.
Written by
Anthony Guevara
Updated over a week ago
Using the QuickBooks Reporting Tool
The QuickBooks Reporting Tool lets you use the SmartVault toolbar to attach documents to entries/transactions within QuickBooks.
Written by
Anthony Guevara
Updated over a week ago
Outlook
Installing the Outlook Plug-in
The Outlook plug-in for SmartVault makes it easy to upload, share, and request files with others.
Written by
Anthony Guevara
Updated over a week ago
Customizing Auto-Text for the Outlook Plug-in
You can customize the SmartVault Outlook plug-in auto-text inserted into messages, including the font, font color, and background color.
Written by
Anthony Guevara
Updated over a week ago
Saving an Email Message Using the Outlook Plug-in
You can save one or more email messages and any attachments as an .msg file using the SmartVault Outlook plug-in.
Written by
Anthony Guevara
Updated over a week ago
Requesting Files Using the SmartVault Outlook Plug-in
it's easy to use the Outlook plug-in to send a request to upload documents to a specific SmartVault folder directly from Outlook.
Written by
Anthony Guevara
Updated over a week ago
Sending Links to Files Using the Outlook Plug-in
You can use the Outlook plug-in to send links to vaults, folders, or files to users with access to your SmartVault account.
Written by
Anthony Guevara
Updated over a week ago
SmartVault Outlook Plug-in Disappears
The SmartVault plug-in disappears when MS Office thinks a third party application is not safe because its taking a long time to load.
Written by
Anthony Guevara
Updated over a week ago
Make Outlook Always Enable the SmartVault Plug-in
In order to optimize speed, Outlook may automatically disable the SmartVault plug-in in order to improve its startup performance.
Written by
Anthony Guevara
Updated over a week ago
DocuSign
Creating a New DocuSign Account and Integrating with SmartVault
SmartVault administrators can easily sign up for SmartVault's built-in e-signature solution, powered by DocuSign.
Written by
Anthony Guevara
Updated over a week ago
Integrating an Existing DocuSign Account with SmartVault
It's easy to integrate an existing DocuSign account with SmartVault.
Written by
Anthony Guevara
Updated over a week ago
Using DocuSign's Get Signature Feature
You can use SmartVault's Get Signature feature with DocuSign via the Connected Desktop or via the Portal.
Written by
Anthony Guevara
Updated over a week ago
Adding Your Employees to DocuSign
It's easy to assign your employees to your DocuSign account.
Written by
Anthony Guevara
Updated over a week ago
Lacerte & ProSeries
Connecting Lacerte or ProSeries to SmartVault
It's easy to connect your tax applications like Lacerte and ProSeries to SmartVault. This gives SmartVault read-only access to client data.
Written by
Anthony Guevara
Updated over a week ago
Importing Clients from Lacerte or ProSeries Using the Import Data Tool
You can create engagements and clients in bulk for a specific tax year.
Written by
Anthony Guevara
Updated over a week ago
Managing and Inviting Lacerte or ProSeries Tax Clients
After integrating Lacerte or ProSeries with SmartVault & importing tax clients, you can invite clients to access their files in SmartVault.
Written by
Anthony Guevara
Updated over a week ago
Changing a Lacerte or ProSeries Client ID in SmartVault
Learn how to change client IDs from Lacerte or ProSeries in SmartVault.
Written by
Nigel Arceo
Updated over a week ago
Printing Tax Returns to SmartVault from Intuit Lacerte® or Intuit ProSeries®
SmartVault for Intuit Lacerte and Intuit ProSeries allows you to print tax returns and other documents directly to SmartVault.
Written by
Anthony Guevara
Updated over a week ago
Printing Lacerte Tax Organizers into SmartVault
Printing Organizers in Lacerte to SmartVault automatically routes them to the respective client's tax engagement folder.
Written by
Anthony Guevara
Updated over a week ago
Printing ProSeries Tax Organizers into SmartVault
You can print Client Organizers from ProSeries directly into SmartVault.
Written by
Anthony Guevara
Updated over a week ago
Resolving the Failed to Upload the Following Document Error
The "Failed to upload the following document" error usually occurs if you have clients in Lacerte or ProSeries with the same client ID.
Written by
Anthony Guevara
Updated over a week ago
Fixing Errors when Printing to SmartVault from Lacerte or ProSeries
If you're having trouble printing to SmartVault from Lacerte or ProSeries, you can take these steps to resolve the issue.
Written by
Anthony Guevara
Updated over a week ago
Cannot Print from Lacerte/ProSeries to SmartVault after Upgrading to Windows 10
Lacerte/ProSeries 2014 and older versions install a PDF print driver that is not fully compatible with Windows 10.
Written by
Anthony Guevara
Updated over a week ago