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 the 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.

      Note

    If the "Grant Access" window doesn't appear, please refer to the Troubleshooting section below for guidance

  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

Troubleshooting: No Grant Access Window

In some cases, the Grant Access window might not appear due to several reasons:

  • Previous Integration: If you've already integrated Lacerte/ProSeries with SmartVault, check this by navigating to User Settings > Extensions. You should see a checkmark next to the Lacerte/ProSeries year you are trying to integrate.
    CD - User settings.png
  • Software Update Needed: Ensure you are using the latest build of the SmartVault desktop software. An update might be required. To update it, click SmartVault Updates.
    SV Launchpad - User Settings Software Updates.png
  • Installation Check: Confirm that Lacerte/ProSeries is installed on your machine. The integration cannot proceed without the tax software installed. 
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