Hosting Company FAQ for Lacerte or ProSeries

How do users sign up for SmartVault?

Users have options to sign up for SmartVault through our website or directly from Lacerte or ProSeries. Users can click on the Setup Custom Document Management option within the Print menu in either Lacerte or ProSeries.

What can you do with Inuit integration with SmartVault?

Users must allow SmartVault to access Intuit's SDK when prompted to integrate with Lacerte and/or ProSeries. SmartVault then allows users to print directly to SmartVault from Lacerte or ProSeries and import clients from Lacerte or ProSeries.

What does the SmartVault Print Driver do?

The SmartVault Print Driver routes printable documents from applications with a print dialog into a user's SmartVault account. The SmartVault Print Driver utilizes a folder named Upload to SmartVault to route documents to SmartVault, and the user must have access to this folder for the Print Driver to function.

Where is the Upload to SmartVault folder that the SmartVault Print Driver uses?

The following file path is used to access the user-specific Upload to SmartVault folder:

%USERPROFILE%\Documents\Upload To SmartVault

The user must have access to this folder for the Print Driver to function.

Where is the .ptc file stored for Lacerte/ProSeries 2013?

The following path is used to access the .ptc file:

C:\ProgramData\Intuit\PTDesktop

The .ptc file is the file in which Intuit stores registration information for access to the Intuit SDK.

The Lacerte/ProSeries 2013 software marks the first year with supported integration for SmartVault.

Where is the .ptc file stored for Lacerte/ProSeries 2014 and later releases?

The following path is used to access the .ptc file:

C:\Users\release\AppData\Local\Intuit\PTDesktop

The .ptc file is the file in which Intuit stores registration information for access to the Intuit SDK.

Where is the temporary location of the PDF/XML pair for Lacerte/ProSeries 2013?

The following path is used to access the PDF/XML files:

C:\ProgramData\Intuit\PTDesktop\PendingPrintJobs\SmartVault

Where is the temporary location of the PDF/XML pair for Lacerte/ProSeries 2014 and later releases?

The following path is used to access the PDF/XML files:

C:\Users\release\AppData\Local\Intuit\PTDesktop\PendingPrintJobs\SmartVault

How do I break or revert SmartVault access to the Intuit SDK?

You need to delete the PTDesktop.ptc file from the PTDesktop folder depending on the PTDesktop folder's location as specified according to the Lacerte/ProSeries year application.

How do I verify if SmartVault is integrated with Lacerte/ProSeries or enable/disable the integration manually?

From the SmartVault Launchpad, click SmartVault User Settings.

In the window that opens, click on the Extensions tab.

All installed Intuit DMS, Lacerte, or ProSeries applications are listed here. To enable integration, check each application needed. To disable integration, uncheck each application.
You might need to grant access to either Lacerte or ProSeries on opening the application for the first time. Click Grant if a window pops up when opening Lacerte or ProSeries.