Integrations

Integrate SmartVault with your favorite tax, accounting, and business applications.

Nigel Arceo avatar Anthony Guevara avatar J
31 articles in this collection
Written by Nigel Arceo, Anthony Guevara, and Jared Howe
QuickBooks

Integrating SmartVault with QuickBooks

You can integrate SmartVault with QuickBooks Online or the desktop version of QuickBooks.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
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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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
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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.
Anthony Guevara avatar
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.
Nigel Arceo avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
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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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
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.
Anthony Guevara avatar
Written by Anthony Guevara
Updated over a week ago