After an import job, such as a DMS migration or importing your clients from Lacerte or ProSeries, you might have duplicate clients.
Earlier versions of the DMS migration would create duplicate clients if you used the copy client feature in Lacerte or Proseries. While this issue has been resolved, if your account contains a large number of duplicate clients you can contact support to request an automated resolution to this issue. This automated procedure will merge clients if their names or tax identification numbers (TINs) match.
Under certain conditions, a DMS migration can still create duplicate clients. For example, in the event that a client’s TIN does not match between DMS and Lacerte or ProSeries, this client will be duplicated when imported to SmartVault.
The merge feature is also useful when you create a client in SmartVault before you create the client in Lacerte or ProSeries—often to collect source documents in SmartVault before completing tax work for a new client.
You can merge any duplicate clients from the Dashboard in the Client Portal.
If the clients don't match on both the exact name and the tax identifier, you will receive an error message.