Connecting Lacerte or ProSeries to SmartVault

SmartVault integrates Intuit's Lacerte or ProSeries tax applications and appears as a print destination in your Intuit product. You must grant SmartVault access to Lacerte and/or ProSeries to connect them. SmartVault has read-only access to your Lacerte or ProSeries client data.

  Note

SmartVault supports Intuit Lacerte and ProSeries 2013 and later versions. SmartVault does not support Intuit ProSeries Basic tax application.

Adding SmartVault as a Print Destination in Lacerte and ProSeries

To connect SmartVault and Lacerte or ProSeries:

  1. Open the SmartVault Launchpad on your computer. Note: The SmartVault desktop software installs the SmartVault Connected Desktop, SmartVault Launchpad, SmartVault Portal, and the SmartVault Inbox.

    SmartVault desktop shortcut on Windows Computer screen. See information above.

  2. Click Sign in.

    SmartVault connected desktop window with sign in button highlighted at the top right. See information above.

  3. Enter your email address and password and click Sign In.
  4. As the Launchpad opens, additional windows appear depending on your installed Intuit software. Click Grant to allow SmartVault access to your installed Intuit programs.

    Lacerte ProSeries
    Lacerte Access confirmation window with grant button highlighed. See information above. ProSeries confirmation window with grant button highlighed. See information above.
  5. Your Intuit product is now connected to SmartVault. When you open the Lacerte or ProSeries print window, you will see SmartVault listed as a print destination.

    "Print

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