INTUIT | introduction of new Tax Preparation Software

Transform Your Tax Prep Workflow With SmartVault for intuiŤ Lacerte and intuit. ProSeries 1 SHARED FEATURES (DMS & SmartVault) 2 NEW FEATURES O Lacerte & ProSeries integration O Scan PDFS to document storage Customizable folder templates by client type O Access and view PDF and docs from office Files are encrypted at rest Batch email clients Ability to print PDF from Lacerte & ProSeries Customizable email O Import client list from Lacerte and ProSeries templates Auto notifications O Ability to save directly from Word, Excel, Outlook O Create custom folder template (when return pushed to portal, client views return or doc uploaded) O Secure email / sharing with clients O Audit report to track client and employee activity Mapped drive to store PDF / docs Scanner support Secure client portal (custom branded) O View bookmarked PDF Ability to add/remove and rotate pages in PDF DMS 3 EXPECT INTY 2014 O View bookmarked PDF Smart Vault O Ability to annotate PDF O Ability to add/remove and rotate pages in PDF Submit docs to Intuit Tax Import 4 KEY FEATURES BROUGHT BY SmartVault Embedded workflow Secure file sharing intuit. Cloud storage Designed by Andriy Nemchenko NEW SMARTVAULT VS DMS