SmartVault for Intuit® ProSeries® allows you to print tax returns and other documents directly to SmartVault. When you print from ProSeries, a PDF can be stored in SmartVault. When you print a tax return, ProSeries allows you to print multiple copies, such as the Filing Copy and the Client Copy. SmartVault for Intuit ProSeries stores these tax returns in SmartVault as PDF files in their respective folders. SmartVault creates these folders for your client when you invite the client or print their tax return to SmartVault.
SmartVault uses a default folder structure template for each client based on their tax type in ProSeries. This template is used to setup each client in SmartVault when you import ProSeriesTax clients into SmartVault. The template also specifies which folders your client contacts have access to and what level of access they have, such as Read Only or Full Access.
You can view files through your SmartVault client portal. The default folder structure for each client is:
SmartVault has internal rules to determine where to store printed documents from ProSeries. For example, the firm copy of tax returns are automatically stored in the Tax Returns folder for the associated client. SmartVault always knows the correct client associated with a printed document. However, if SmartVault does not have a rule for a specific document type, SmartVault stores that document in the Permanent folder. You can move files between folders once they are stored in SmartVault.
If you're having trouble printing from ProSeries after integrating with SmartVault, see Cannot Print to SmartVault from Lacerte or ProSeries.