Once you open the SmartVault Launchpad and sign in to SmartVault on your computer, Lacerte should prompt you to grant SmartVault read-only access to Lacerte Tax data. If you are not prompted to grant this access, close and restart Lacerte, and then sign in to SmartVault..
After you complete this how-to, SmartVault can access Lacerte data, and you can print tax returns and Lacerte documents and store them in SmartVault as PDF files.
If you have difficulty printing a tax return and saving the PDF file in SmartVault, review the print settings. For more information, see Cannot Print to Lacerte or ProSeries .