You might have a tax client without an email address or a tax client with an incorrect email address in Lacerte or ProSeries, so when you attempt to send a tax return to the client, you receive an error.
We recommend adding a client's email address or correcting the email address in the source of truth. Here, the source of truth refers to your tax application, meaning either Lacerte or ProSeries. After verifying the correct email address is stored in your tax application, you'll import or reimport that client to SmartVault.
This does not take into consideration if your guest has changed their email address and you need to update it.
To update a tax client's email addrees, you will first remove the old email address from the SmartVault License Manager in the portal and then follow the steps above.