Managing and Inviting Lacerte or ProSeries Tax Clients


Once you've integrated SmartVault with Lacerte or ProSeries and imported your tax clients, you can invite them to access their files within SmartVault. This action allows you to share tax documents and returns with your clients. 

You may want to review and customize the email template before you invite your clients or use the default email templates provided by SmartVault. For more information, see Customizing Email Templates

SmartVault sets the file and folder permissions to the recommended levels based on the default template through the invitation process. If you would like, you can customize permissions in SmartVault for each of your clients. For more information, see Changing Folder Permissions

SmartVault also allows your clients to upload files for you, such as copies of receipts and other documents.

Inviting Multiple Clients from the Portal

  1. Sign in to the SmartVault Portal.
  2. Click Clients.


    If you have your View Preferences set to "2020 New View", click Client Management and follow the steps in the Invite Clients section of Navigating the New Client Management.

  3. Select the clients you want to invite and then click Invite Client.


    You can enable the Select All checkbox at the top left corner to select all clients on this page. You can choose only the clients appearing on this page. If you have more than one page of clients, you will need to navigate to the next page of clients to continue inviting additional clients. Click the next arrow to move to the next page.

  4. Confirm that you want to invite the client(s) by clicking OK.
  5. SmartVault displays an Invite Client confirmation message. Click Close

Inviting One Client from the Connected Desktop

  1. Open the Connected Desktop.
  2. Right-click on the client you want to invite and select Open client in Portal. Your browser will open on the Client Info page in the Dashboard. 
  3. Click the Invite client icon at the top left of the Dashboard.
  4. SmartVault displays an Invite Client confirmation message. Click Close

Confirming a Client has File Access

You can confirm each client has access to their files by selecting the appropriate folder for a client and then reviewing the Access and Notifications Settings information for that folder.

 If you have your View Preferences set to "2020 New View", follow these steps.

  1. Click View Files and Folders


  2. Navigate to the client folder, click on its Actions button (ellipses), and select Properties.


  3. On the modal pop-up that appears, click the Access and Notifications tab. Here you can confirm the users with access to the folder.


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