- Finding Your Lacerte and ProSeries Tax Returns in SmartVault
- Connecting Lacerte or ProSeries to SmartVault
- Importing Clients in Bulk from Intuit Products with the Import Data Tool
- Using the SmartVault Drive to Save Signed eSignature Documents from the Lacerte or ProSeries eSignature Feature
- Integrating Lacerte or ProSeries with SmartVault