Skip to main content
Customer Center
SmartVault Customer Center

Manually Grant SmartVault Access to Integrate with Lacerte or ProSeries

Overview

You can control SmartVault integration for each tax application you have installed. For example, you can grant SmartVault to integrate with Lacerte 2014 but deny integration for Lacerte 2013. You can also use these steps if you need to verify that your tax application has granted access to integrate with SmartVault. Typically, you're given the opportunity to grant access to SmartVault the first time you open SmartVault after installing a tax application for the first time. You can manually change these settings by following these steps.

Steps

  1. Open the SmartVault Launchpad and sign in if prompted.
  2. Click on SmartVault User Settings.

    DT_SV_User_Settings.png
     
  3. In the window that opens, click on Extentions.

    DT_SV_User_Settings_Extensions.png
     
  4. Only those tax applications you have installed will be displayed. Select the integration settings for each tax application as needed.
  • Was this article helpful?