Intuit Picks SmartVault for Tax Document Management

Charlie Russell for The Sleeter Group writes:   Intuit is partnering with SmartVault to integrate the SmartVault document management system (DMS) with Intuit ProSeries and Intuit Lacerte, replacing the Intuit-provided DMS functions that have been a part of those products in the past. This partnership provides users of ProSeries and Lacerte with not only one of the best cloud-based document management systems available, it also provides them with a secure customer portal for exchanging documents.

Intuit has a number of different document management features in various products that it supports. They all work in different ways and keep their documents in separate storage vaults. If you look at the document management features in ProSeries/Lacerte, QuickBooks desktop and QuickBooks Online, you see that each of these systems works very differently and stores data in different ways. I believe that this creates a maintenance issue for Intuit as well as makes it difficult to expand the products to add new features.

In the case of ProSeries and Lacerte, Intuit made the decision to not offer its own document management system starting with the product for Tax Year 2014 and, instead, will be partnering with SmartVault to seamlessly integrate ProSeries and Lacerte with SmartVault.  [snip] The article continues at The Sleeter Group, click here to continue reading...