ACCOUNTING PLAN USER
SmartVault integrates directly with Intuit ProConnect Tax Online to simplify your tax preparation workflow. The integration enables you to automatically import client information and route tax returns and supporting documents from ProConnect into SmartVault—eliminating manual uploads and keeping client information organized and audit-ready.
This article provides an overview of the integration workflow and links to setup and usage resources.
Benefits of Integration
- Eliminate manual uploads and downloads
- Maintain accurate, audit-ready client folders
- Save time during tax season with automated file routing
- Securely send and store client returns in SmartVault
- Keep your firm’s client data consistent across systems
Important Notes
-
Client Email Requirement
Each client record in ProConnect Tax Online must have an email address on the client profile to sync correctly with SmartVault. -
Client Import Enhancement
You can import clients into SmartVault directly from a CSV file exported from ProConnect Tax Online.
Check out our video tutorial for a guide on setting up the SmartVault Integration in your ProConnect Tax Online account.
Get Started with ProConnect
To help you get up and running, explore the following articles:
- Integrating ProConnect Tax Online with SmartVault — Learn how to connect your ProConnect account to SmartVault and authorize access.
- Importing Clients from a CSV File — Import clients into SmartVault directly from a ProConnect export to keep your data consistent.
- Printing or Routing Tax Returns to SmartVault from ProConnect — Discover how to send completed returns and source documents from ProConnect directly into your SmartVault folders.