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SmartVault: Document Management Made Easy | Intuit Connect 2025
Meet Jonathan Young at Intuit Connect as he gives a quick look at how SmartVault helps accountants streamline tax prep and document workflows. SmartVault is a document management and client portal solution that integrates with the major tax software you already use — including Intuit Lacerte, ProSeries, ProConnect, UltraTax, CCH, and Drake ...
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