How to Print a Tax Return from Intuit ProConnect Tax Online to SmartVault
Автор: SmartVault
Загружено: 2025-10-29
Просмотров: 63
Описание:
Learn how to quickly print and send a tax return from Intuit ProConnect Tax Online directly into SmartVault.
This video walkthrough shows you the full process—from verifying client profiles to confirming your return is automatically routed to the correct folder in SmartVault.
In this video, you’ll learn how to:
• Ensure your ProConnect client profile includes the required email field
• Choose the correct return version and create a PDF
• Send your return securely to SmartVault with a single click
• Verify that your return is automatically organized in the correct client vault
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#SmartVault #ProConnect #TaxSoftware #AccountingWorkflow #DocumentManagement #TaxPreparation #IntuitProConnect #CloudAccounting #SmartVaultTutorial #ProConnectIntegration
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