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.