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SmartVault Release Notes for November 11, 2015


This page contains information about the most recent SmartVault service updates and releases. For more information about previous SmartVault service updates and releases, see Previous Service Updates and Releases.

November 2015 SmartVault Service Updates


Release Date: November 11, 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:

  • Customers can manage and send Lacerte Organizers from the SmartVault Portal.
  • An email template for batch emailing Lacerte Organizers to clients is available in the SmartVault Dashboard.


The following bugs were fixed in this release:

  • We've improved the performance of menus displaying in the SmartVault Connected Desktop.
  • Employees in the SmartVault Portal are now sorted by last name.
  • We've fixed an issue in the SmartVault Connected Desktop that was preventing the list of engagement types from refreshing after selecting a client other than the default one at start-up.
  • We've fixed an issue that made it unable to edit a copied folder template.
  • We've removed an incorrect engagement type from the add new engagement list in the SmartVault Connected Desktop.


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