Release Date: June 24, 2015
This release includes bug fixes for customers on SmartVault plans for Intuit Lacerte and ProSeries Tax. Here’s a summary of the fixes implemented in this release:
Release Date: June 11, 2015
This release introduces major features and some bug fixes for customers on SmartVault plans for Intuit Lacerte and ProSeries Tax. Here’s a summary of the changes implemented in this release:
We’ve introduced a new, easier way to migrate data from Intuit DMS to SmartVault. Our introductory wizard will now guide customers through creating their own custom folder template by joining their existing DMS folder structure and SmartVault’s client sharing folder structure. After completing this folder setup, customers can import data and clients from their DMS database to immediately start experiencing SmartVault.
Additional articles for this feature:
As a part of our new DMS data migration experience, we now offer an improved DMS Data Migration tool to help customers easily import their entire DMS database to SmartVault. The DMS Data Migration tool is an additional purchase set at a one-time charge of $99.
The Files View in Connected Desktop now allows all tax-enabled accounts to view and work with their non-client related containers, vaults, folders, and files in the Connected Desktop. Similar to the current Advanced View in the SmartVault Portal, the new Files View in Connected Desktop displays all of your files in SmartVault as a tree that you can expand and collapse as needed.
You can access the features already available in the Connected Desktop to work on any non-client files, such as the integrated scanner, file sharing abilities, drag and drop capability, etc. You can also switch between the Files View and the pre-existing Clients View to accelerate your workflow when completing tax-related tasks.
Additional articles for this feature:
A sidebar in the Dashboard now exists for quick navigation between important areas in the Dashboard. No matter the section of the Dashboard, the navigation sidebar appears on the left of the page and allows customers to navigate to a new section or to return to the Dashboard’s main page. Additionally, each section will now display its name at the top of the page so customers can easily identify each section of the Dashboard.
The new menu is displayed across the top of each section of the Dashboard and offers customers a choice of account tasks and other various options. From this menu, customers can manage groups, change account settings, download SmartVault applications, and more. Customers access this menu by clicking on their account name.
As customers navigate through each section of the SmartVault Dashboard, a contextual help menu will display relevant help articles to the current section. To access the help menu, customers click on the question mark icon in the SmartVault Dashboard menu displayed across the top of each page.
For customers who trial SmartVault, we’ve introduced a limitation for the number of concurrent clients and the number of total Intuit DMS imports in a trial SmartVault account.
Each trialing customer can have up to 10 clients in SmartVault at a time—meaning that customers can print a tax return or import clients from their tax application any number of times as long as the number of clients in SmartVault doesn’t exceed 10.
On the other hand, trialing customers who import from DMS are allowed a total of 10 imports—meaning that once a customer has imported 10 clients from DMS, no additional imports from DMS are possible.
Purchasing a SmartVault plan will allow customers to import unlimited clients from Intuit tax applications and purchasing our new DMS Data Migration tool will allow customers unlimited imports from Intuit DMS.