Steps. Click the link below and open the file that downloads to install the fix​. The repair tool also works for ProSeries. Click here →. Once downloaded to your computer, browse to the folder where the file downloaded and right click and select ' Run as Administrator.' After it has completed, press any key on your keyboard to close the tool. Open the SmartVault LaunchPad and click on SmartVault User Settings.

• Proseries Print To Pdf

Within the SmartVault User Settings, click on the Extensions tab as shown below:. Un-Check all 4 years for LaCerte or ProSeries (choose which ever one you are using) and Click OK. Exit the SmartVault Desktop software by locating the arrow pointing upward on the bottom right of your screen close to the time and date (See screen shot below). Right-Click and choose Exit to completely close out of SmartVault. On your keyboard, press the Windows key and the letter E at the same time to bring up the File Explorer. In the screen shot below, type in%appdata% and hit Enter on your keyboard (Click on image below to expand if needed).

Proseries Print To Pdf

Double-click on the SmartVault folder and double-click the Cache folder. Delete all of the folders and files located in this folder. Open LaCerte 2016 or ProSeries 2016 first so that you can sign into ProConnect. Once signed in, you may proceed to open SmartVault. Re-open the SmartVault Launchpad and click User Settings as mentioned in Step 3 and Step 4. Click on the Extensions tab once again and Re-Check all 4 years for LaCerte or ProSeries and Click OK. Open Lacerte or ProSeries and select a client's tax return to print. If the print job is successful, you should see a pop up window on the bottom right hand of your screen affirming 'Upload is Complete', or you can sign into the SmartVault client portal and navigate to your client's tax return folder to verify that the tax return printed to SmartVault.

If the print job is still not successful, please contact by submitting a ticket.​​. These are the default instructions provided by Intuit to resolve most printing issues with their Lacerte and Proseries tax software.

( ) said: 18 April 2006 Thanks for the input! The reason I brought this up is that Hawaii is currently considering several bills that would limit tax preparers' use of email to transmit personal information, e.g., social security numbers. If the bill becomes law, tax preparers will not be able to email documents with SS#s in them unless the client gives permission or if the document is encrypted. I tried encryption last year but was unable to even send one encrypted document because no one else had the required certificate.

(My understanding is that both sides of the communication need to have a valid certificate in order to use encryption.) Thanks for the vote of confidence, JR. You're in Chicago, right? Or is it Michigan? In any case, I'll be visiting Wisconsin for Christmas. Maybe I can stop by and write off a portion of the trip? ( ) said: 18 April 2006 If you are worried about getting paid, perhaps review who your clients are. I rarely will give a bill to a client at the time I give them the return.

I just get to busy, so I end up following up with a bill later. And it has been a very very rare case when I have not been paid.

With those clients that like speed of turnaround using e-mail, I PDF them a draft of the return in one file, with the e-file forms in another, that way they get less confused what they should print out and mail/fax/e-mail back. I also follow up with an assembled hard copy of the return for their records via snail mail. Time to take some time off and relax!

( ) said: 18 April 2006 Here's the scoop - both the ProSeries and Lacerte versions of DMS have this feature. To use it, simply open up a client, select one or more PDF files, and select the Email button from the toolbar. On the window that pops up, simply select the option to password protect the PDF files. Note that this encrypts and password protects the PDF files using the built-in PDF capability to do this, but does not encrypt the email or non-PDF files which might be attached. 14:00, 18 April 2006 (CDT).

( ) said: 21 February 2011 IT people at firms I've worked for said basically anyone who can intercept an e-mail could easily crack through a password. When I was at PwC, if you got caught sending such an e-mail, you received a direct talking to from the partner that oversaw the group I was in.

'We pay for a portal for a reason.' My own IT guy said something similar when I asked him recently while he was installing my new firewall/router. I only use my website's portal to provide a copy of a return electronically, but then I've had that beat into my head. ( ) said: 21 February 2011 The government can unencrypt all this stuff (at least up to 32bits). I know you guys have to be careful, but frankly my clients consider it a bother on legal work (of course I don't deal with patents or anything). I used to use the old PGP, but I don't follow it anymore. I don't think there is such a thing as privacy anymore.

I need to changed my passwords every 6 months, but I'm afraid I'll forget my new one. Fortunately, my neighbor knows my password and he's saved me on several occasions. I might look into this Leadpile that Natalie uses. Do they sell anything to save all your passwords or to help you remember what you did yesterday and thought was a good idea? I guess I need to start putting a rubber band around my wrist again. ( ) said: 21 February 2011 I used to use sharefile.com. $32.95 a month.

Keep in mind the regulations restricting the transmittal of client information electronically. Sharefile was awesome and easy to use and well worth the money. My new website has a client portal program included and so we have been migrating to that one. Before going with one I would check their encryption and their compliance with the requirements we must follow.

I will no longer email client information. I will place it in their portal. ( ) said: 17 October 2011 My question on this topic is whether CPAs are ALLOWED to email PDF tax returns (with or without a password. Everybody around here (St.

Louis, MO) seems to think it is against the law to email returns. Is that true? I can't find anything that says we MUST NOT send emails, just that we SHOULD NOT. Any thoughts? Please help me by staying on topic as much as possible (sarcastic comments and jokes are fine).

I don't want to debate the pro's and con's of sending PDFs via email, at least not right now. Right now I just want to know the actual law. ( ) said: 17 October 2011 I would be impressed if a statute has been passed directly addressing emailing of anything, but I suppose I could be wrong. I just did a quick search of MO state law Chapter 326 governing accountants and there is no word matching 'email' and only two instances of 'electronic' in the chapter. Neither of these instances refer to the transfer of client information. Here is the part of the statute relating to client confidentiality: Interestingly enough, there is a section relating to reciprocity for accountants from out of state, which does seem to provide explicitly for work supplied by electronic means.

( ) said: 17 October 2011 I e-mail returns. How to remove drivers seat ford explorer. The software password encrypts the returns with either the ein or ssn when I indicate the delivery method as electronic delivery in the print screen. The Government & Client copies are separate files. Everything else I pdf with password protection using either the ein or ssn or other password used by the client.

That includes the local returns which are not included in the prep software. Kevin - if you read this and you think PA prep is a bit funky, you should try local.

Local EIT (payroll) simplification is mandated for 1/1/11. It still doesn't seem simple enough to me! ( ) said: 18 October 2011 As far as getting paid, why don't you simply let client know as soon as you receive the signed e-file forms and your payment you will go ahead and electronically file your taxes? Also, if you're really worried about them using the copy themselves and not paying you, isn't there an option on your tax software to have all the pagies print 'copy' across it or 'file copy' or soemthign like that? It would really be tough to use a return marked copy diagnolly across the pages as a paper filed return. ( ) said: 19 October 2011 If any of you are on the other end of this document protection (i.e., you're the one the password is trying to protect against), you can go to and buy the password cracking tool.

Any password of four digits or less will be hacked almost instantly. You have to wait up to several hours to hack a 10-character password for a PDF.

There's a reason people tell you to use a long password with special characters, as a 'best practice.' My firm uses this little software to avoid the challenges of tracking down QuickBooks passwords from clients.

For 2006 and newer QB files, the program bypasses the password hacking entirely and just reconstructs the file without a password. If you're a QB user, it's just as cheap to buy the QB edition of the software as it is to tell Intuit you lost your password and pay their fee. As a bonus, you can hack other companies' files when you're done. As Crow mentioned above, don't ever think that using a password makes you safe.

There is no such thing as absolute safety. ( ) said: 29 October 2011 SZPTAX.what software are you using that does this for you? I use two pieces of software that you may find useful given this discussion stream.

ATTACH PLUS.this is an outlook add in that will allow you to attache one or multiple documents, it will zip if you want, you can give your own password to encrypt and it can also watermark.you get to choose.costs about $50 I'm looking at something more sophisticated, any ideas? ROBOFORM.this is a password manager program, free for only a few passwords, but worth the $30 or so to get the full version to save multiple passwords. You can run it via web ot resident on your computer. ( ) said: 18 April 2012 I bought a PDF software package for $15. Not only can I encrypt documents with passwords but I can take PDF to Word or Excel and I can take Word or Excel documents to PDF.

It's great when I want to send a copy of a document to a client but do not want them to be able to cut or paste pieces of it from one place to another (or I can restrict printing). It also allows me to do 1,000 other functions that I haven't learned to use just yet. I would NEVER send a document over email without PDF password encryption. IMHO it is a can of worms waiting when a family member steals information for identity theft. I don't worry AS MUCH about hackers intercepting but you never know.

( ) said: 18 April 2012 I usually just make the password someone I know about the person-for instance their dog's name. They seem to like the fact that I remember things like that. I'm not the least bit worried about the password strength, the password is to just protect from internet hackers although I think that in 90%+ of the identity theft cases it is a person who knows the victim in some capacity. I think instances of true internet hacking via interception of emails is extremely rare. Besides, how would a client be able to prove that my email of their return is the source of the identity theft? Mostly it is either friends/family members or someone at a doctor's office.

( ) said: 18 April 2012 I used password PDFs for a number of years. I was looking for a better PDF solution for this season and got more Google results for cracking passwords than solutions. I went with a secure server service that I like better than password PDFs. Too prevent confusion, I only had the passworded PDFs on my system. It is a hassle to always have to find the password before opening a PDF. I tried Brock's method of passwords but that did not work. Cathy has apparently noticed some of my former clients.

I made it clear to my clients that the secure server was a service I subscribe to and not to contact me about log in issues, etc. My stupider clients reported good customer service for help with their issues. I told clients to use the secure server to transmit documents to me. It works well for large files like QuickBooks. ( ) said: April 18, 2012 One issue I noticed with restricted PDF's is that the protection is not very strong. My local library has free access to a Public Records Service.

The free access only allows you to download 50 records at a time and only in PDF format. I had used the service last year and manually typed the records into a spreadsheet for a mail merge. Very time consuming but 'free' none the less. I had purchased the full version of Adobe at a discount last year since my wife is a teacher and got a discount. I noticed that if I opened the PDF file from the public records service in Adobe, I could simply turn their restrictions off by disabling the password protection. Surprisingly they don't ask you for the password in order to do this. It is simply a check box.

Once I did this I could print and do whatever else I wanted to do with the document. This year I was able to save the document as a.txt file and then with some Excel/VBA magic I was able to import and manipulate the text much faster than simply typing it in manually. My point is the protection is not particularly strong in that regard, but using a password just to be able to open the document should be sufficient. Another problem I have had is with 8879's. It is such a pain to have to get signatures before filing the return. I would like to simply email them out, but I have some squeamish clients who would balk at such a thing even with password protection. Well, another little quirk I just discovered (with ProSeries anyway) is that you can do a right-click on the SS# field on the Form 8879 and override the data.

Then you can simply delete the SS# and print the form to a PDF without the SS# being there. I new about the override but I never thought to use it in this particular instance.

I just discovered this yesterday, so I will consider using this trick for next tax season. Now I can just email them the form in a PDF format since the SS# being on the form is typically my client's main concern. It will help me to streamline my process and ensure that I get the signed form before filing the return. ( ) said: 18 April 2012 Fletch, I shall share my research. Currently the one I use now is the one that is integrated with my website that I use via CPASitesolutions. I like my website, the portal leaves something to be desired though. 2 new topics I shall be creating.

Client code of conduct and Client Portals - things it should have and do. I used sharefile as my starter portal before I signed up for my website service. I am going to review sharefile first as I really liked it and it seemed to do what I wanted. I will also test dropbox's business version.

My old firm's website indicates they use it and they are a pretty large local firm. My primary complaint is notifications and organizational ability within my current portal.

Administration of it takes too much time. Like the go paperless issue, it isn't the technology or the desire to use, it is the appropriate administration and organizational aspect that creates issues. Gotta run some errands, will create some new threads when I get back.