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SmartVault Release Notes for October 2015

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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.
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Last modified
07:52, 12 Nov 2015

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