You can print Client Organizers in ProSeries directly into SmartVault. Client Organizers are then automatically routed to the respective client’s tax engagement.
Printing Client Tax Organizers directly into SmartVault only works in ProSeries 2015 and later.
Printing ProSeries Tax Organizers into SmartVault
- In ProSeries, go to the HomeBase View and select Organizer for 1040.
- Select one or more of your clients in the Organizer for 1040 view for which you would like to print organizers and click the Print icon on the toolbar.
- Enable the SmartVault checkbox, select the type of organizer, and click Print.