Manually Granting SmartVault Access to Integrate with Lacerte or ProSeries

Overview

You can control SmartVault integration for each tax application you have installed. 

For example, you can grant SmartVault to integrate with Lacerte 2014 but deny integration for Lacerte 2013. You can also use these steps to verify that your tax application has granted access to integrate with SmartVault. 

Typically, you're allowed to grant access to SmartVault the first time you open SmartVault after installing a tax application for the first time. You can manually change these settings by following these steps.

Granting SmartVault Access to Lacerte or ProSeries

  1. Open the SmartVault Launchpad.
  2. Click SmartVault User Settings.
  3. From the User Settings window, click the Extensions tab.
  4. Only those tax applications you have installed will be displayed. Select the integration settings for each tax application as needed.
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