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The first step in scanning a bill into QuickBooks is opening the Doc Center. from budget analysis to tax preparation and host of other necessary and recurring
SmartVault is the only integrated document management for Lacerte and ProSeries. “I estimate that we easily saved about 15 minutes per tax return. Intuit partnered with SmartVault to provide integrated document Use simple scanning wizards to scan and upload documents to SmartVault from any TWAIN scanner.
Scan documents without having to leave the tax program or Document Management System, using optimal default scanner settings: 300 DPI in black and white.
Stop chasing your “problem" clients for signed documents this tax season. Intuit eSignature (powered by DocuSign) helps you to get signed 8879 forms back faster your client's need to fax, scan, hand-deliver or email the form back to you.
Automatically import data into client 1040 returns with Lacerte® Tax Scan and Import Use bookmarked and highlighted PDF of scanned source documents to
Both are seamlessly integrated with Intuit ProConnect Lacerte. Each, gives Work more efficiently by scanning and storing source documents and client returns.
16 Nov 2015 Tax Scan and Import is a module for firms using the ProSeries and and importing tax data from scanned in client documents, as well as from
5 Sep 2014 Intuit, Inc. - ProLine Tax Import for Lacerte & ProSeries 800-200-7599 Documents are scanned with a TWAIN or ISIS compatible scanner, are
13 May 2014 Intuit picks SmartVault to be the Document Management product for the Lacerte and ProSeries tax preparation products. Smart move!
21 Dec 2016 Tax Scan and Import is available through either ProSeries or and Lacerte tax products; Users can easily download documents directly from

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August 2017