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Can you bulk or mass print the client copy of the tax return for multiple clients at the same time into Smartvault?

kwinike
Level 2
 
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George4Tacks
Level 15

That is really a Smart Vault question, but I think the answer is yes. https://support.smartvault.com/Other/Additional_Resources_for_New_Users/Printing_Tax_Returns_to_Smar...

Select Smart Vault PDF as your default printer. 


Here's wishing you many Happy Returns

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4 Comments 4
George4Tacks
Level 15

That is really a Smart Vault question, but I think the answer is yes. https://support.smartvault.com/Other/Additional_Resources_for_New_Users/Printing_Tax_Returns_to_Smar...

Select Smart Vault PDF as your default printer. 


Here's wishing you many Happy Returns
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kwinike
Level 2
Thank you. But I have already researched the heck out of this (via Smartvault and Lacerte) and the link you provided says nothing about printing/uploading the tax return (from Lacerte- hence why I reached out to this forum) in bulk. For example- selecting 20 clients at a time- uploading their tax return into their vault in SmartVault.  I know how to individually upload- but I have hundreds of clients to upload their tax returns into their vault and am wondering if there is a less tedious, more efficient way to go about it.
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George4Tacks
Level 15
I don't have SM, but I would HOPE that you could select 20 clients, use Ctrl + P and print to the SVPDF printer and it would work for you. This is likely one of the reason Lacerte dropped DMS for SmartVault, then after one season resurrected DMS.

Here's wishing you many Happy Returns
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rbolton1130
Level 2

Yes you can select multiple clients and hit control P and then print the client copy to smart vault. I do it on a daily basis during tax season. Every now and then Lacerte will lock up for some reason but for the most part it works. 

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