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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

INTUIT | introduction of new Tax Preparation Software

shared by Info2visual on May 29
Illustration demonstrates that tax software "SmartVault" keeps all the useful features of the past document management system (DMS) while introducing a great many new features in response to the chall...


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