Release Date: October 27, 2015
This release includes a bug fix for customers on plans for Intuit Lacerte and ProSeries Tax:
- We've fixed an issue that was causing slow performance in the SmartVault Connected Desktop.
Release Date: October 21, 2015
This release includes new features and various bug fixes for customers on plans for Intuit Lacerte and ProSeries Tax. Here’s a summary of the features and fixes implemented in this release:
- Tax preparers can print 2015 Lacerte Organizers to SmartVault. The Organizer is printed to the respective client’s ‘Client Organizer’ folder for the TY15 Income Tax Engagement.
- SmartVault supports the 2015 versions of Intuit Lacerte and ProSeries.
The following bugs were fixed in this release:
- We’ve fixed an issue preventing customers from deleting clients in the Connected Desktop.
- We’ve fixed an issue that made it unable for customers to merge clients from the Connected Desktop.
- We've fixed an issue where the Client ID was not appearing in the Connected Desktop when importing a client from DMS.
- We’ve fixed an issue where guests were being prompted with an error message when opening the SmartVault Inbox.
- We’ve fixed a broken link for the SmartVault Desktop software on the Getting Started page after account activation.