How secure is SmartVault?
The SmartVault Service Level Agreement is 99.9% uptime to ensure anywhere, any time access to your documents. SmartVault maintains copies of your files both in its live data center and in offsite archives. Redundant copies of your files are created after you upload a file.
How does ProSeries connect to SmartVault?
In ProSeries, select the client tax return to print. Click the Print icon. In the Printer section of the Print Selected Returns window, enable the SmartVault checkbox. Select the copy types, such as Filing Copy and Client Copy, and then click Print.
Does Lacerte have a client portal?
SmartVault’s integrated and fully customizable client portal allows you to securely exchange files with clients: Add a log-in link to your website. Set email alerts so you know when a client has uploaded documents.
How does SmartVault integrate with QuickBooks?
SmartVault Integration
- Attach source files directly to entries in QuickBooks.
- Enhance your workflow with a built-in electronic Inbox.
- Get a secure branded portal to share files.
- Go MOBILE!
- Upload, manage, and share files right from Outlook.
- Get SmartVault “Inside” the apps you are already using.
Who owns SmartVault?
Reckon
SmartVault Corporation/Parent organizations
Reckon Limited (ASX: RKN) announced today the acquisition of SmartVault, a leading Software as a Service (SaaS) online document management system in the United States.
How do I protect my documents online?
However, while there are a lot of ways to share and transfer files online, but not so many ways to do so securely, even when sharing big files….
- pCloud. The best way to secure cloud storage.
- Enigmail. The best way to secure emails.
- Signal. The best way to secure messages.
- Resilio.
- SpiderOak.
What is ProSeries DMS?
DMS transfers client information and creates a new client folder in DMS. DMS does not import the tax return or any other documents. You can also export from the ProSeries Tax program and import client folders from a different DMS database.
How much does Intuit link cost?
Intuit Link is free to use when you buy ProSeries or Lacerte. If you are on a pay-per-return or REP license you’ll need to process at least one return and wait 24 hours for the order to process.
Is Intuit Link Safe?
Intuit Link is a fast, smart and secure way for you to collaborate with your tax and accounting professional. Your professional will contact you with follow-up questions or additional document requests if necessary.
Can I store documents in QuickBooks online?
QuickBooks Online allows you to attach documents to a range of transactions, including general journal entries, credit memos, bills, and credit card charges. You may also add documents to inventory adjustments, vendor profiles, and many other fields. You can mimic this process on QuickBooks Desktop by using SmartVault.
How does smartvault work with QuickBooks and Lacerte?
Scan and attach source documents to any entry in QuickBooks … The only built-in document management for Lacerte. Print and securely … Document Manager powered by SmartVault provides a file sharing portal … Scan and attach source documents to any entry in QuickBooks … The only built-in document management for Lacerte.
Are there any alternatives to smartvault for iPhone?
SmartVault is available for Cloud, Windows, Mac, Linux, iPhone, iPad and Android. Compare SmartVault alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SmartVault in 2021.
How can I use smartvault for my business?
You can join SmartVault as an integration partner and deliver custom integrations for products in your area. Open a free trial account and we’ll be in touch to help you get up and running. Want to see it in action? Book a 15-minute demo to see exactly how SmartVault can work for your business.
How to import Lacerte and ProSeries to smartvault?
Import clients to SmartVault from Lacerte and ProSeries, submit documents to Intuit Tax Import, print tax returns directly to the correct client folder in SmartVault and more. Collaborate with Clients. The integrated custom branded portal allows you to securely exchange files with clients.
