Integrations | SmartVault Help Center

Uploading a TaxCalc eSign Envelope to SmartVault

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