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Document management solutions

Quickly and easily capture, manage, and share almost any type of client information.
Choose between two document management solutions, which seamlessly integrate with your tax prep workflow.

For Intuit ProConnect Tax, Intuit Lacerte Tax, and Intuit ProSeries Tax

SmartVault

Available for ProConnect, Lacerte, ProSeries

Unlimited document storage and external collaborators
Store documents safely in the cloud, for anytime, anywhere access
Custom-branded client portal for file sharing with clients
Bank-level security and variable access rights to ensure compliance

Starting at$55per user/month billed annually(2-user minimum)

See all features

Document Management System (DMS)

Available for Lacerte and ProSeries

Work more efficiently by scanning and storing source documents and client returns.

Store documents on your local hard drive
View, edit, fax, or email information
instantly from your PC.

$577

Buy for Lacerte

Buy for ProSeries

	SmartVault	Document managment system
Lacerte, ProSeries and ProConnect integration
Free support via phone, email and live chat
Ability to save directly from Word, Excel, and Outlook
Import client list from ProConnect, Lacerte and ProSeries		Only Lacerte and ProSeries

Tax pros keep getting smarter.

A person in a suit smiles while holding a pen.

Nick Boscia

Managing Partner, Boscia & Boscia P.C.

"When we implemented SmartVault, it allowed us to grow our firm exponentially. The integration with our tax software, Intuit Lacerte, has been unbelievable-when I first started we were doing about 700 tax returns; now, we're more than double that at about 1,800."

Intuit and SmartVault—the intelligent choice for document management

Schedule a demo

- Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
- 10% off your first year with SmartVault:
  Offer valid for ProConnect Tax users only, who purchase a ProConnect Docs, Accounting Pro or Accounting Unlimited plan by November 30, 2025. Eligible customers receive 10% off a new SmartVault subscription for one (1) year. Discount applies to the first year only; standard rates apply thereafter. Offer is non-transferable, cannot be combined with other promotions, and may be modified or discontinued at any time.