Investing Center Preview – Manage your investments and watch your net worth grow.

INTU:NASDAQ – Large Cap Stock (Application Software)

Intuit Inc – INTU Stock Overview

Last PriceToday's Change52-Week RangeTrading Volume
85.42-0.10 (-0.12%)65.12 - 86.881.4 million (Below Avg)

Market data as of 3:59PM 09/23/14. Quotes are delayed by at least 15 min.

Press Release

Intuit Teams with SmartVault to Automate the Professional Tax Prep Workflow

PR Newswire - Thursday 06/26/2014 3:00 PM ET

PLANO, Texas, June 26, 2014 /PRNewswire/ -- Today Intuit announced it is teaming with SmartVault, a leading provider of Software as a Service (SaaS) online document storage and protected file sharing solutions, to deliver an integrated document management solution for Intuit® Lacerte® and Intuit® ProSeries®— two of the industry's leading professional tax preparation applications. The pairing of these technologies automates tax preparation workflow — from receiving source files from clients to printing and sharing final tax returns with a built-in custom branded client portal.

"We are committed to finding new and innovative ways to save our customers time. We look for strategic alliances with companies like SmartVault who are one of the best in their category and can help us automate key parts of the tax prep workflow that can often be costly and time-consuming. Client portals are an important piece of the big picture in that they save our customers time and enhance their relationships with their clients," said Karen Stroup, Vice President of Product Management at Intuit Inc.

"The integration with Intuit is a huge opportunity to deliver a truly automated, highly protected end-to-end workflow that will help deliver massive efficiency gains for tax professionals," stated SmartVault founder and CEO, Eric Pulaski. "Bottom line, if you are involved in the chain of custody for documents, then you are responsible for the protection of that data during the entire tax preparation process. This relationship gives Lacerte and ProSeries customers an integrated solution to automate the tax prep workflow and help maintain data protection at all times."

SmartVault for Intuit® Lacerte® and Intuit® ProSeries® delivers a robust document management and client portal solution with features designed to automate the tax preparation workflow including:

  • Robust document management capabilities built into Lacerte and ProSeries.
  • An integrated client portal that can be custom branded for sharing tax returns and other documents with clients.
  • Easy set up using existing client data and templates — automatically set up users, security permissions, and folder structure for each client.
  • Batch email functionality using customizable email templates.
  • Audit reports to track employee and client activity.
  • Automated email alerts to notify when files have been uploaded or viewed.
  • All the benefits of cloud storage, such as continuous offsite backup of documents, mobile access, and professional security monitoring and management.

Darrell Layman, CPA and an Intuit Accountant Council member, was part of the initial pilot and used the new integration to deliver tax returns to his clients for the April 15, 2014 deadline. "We transitioned 80 clients to the new online process with SmartVault this past tax season and the entire process was so much more efficient because we were able to eliminate many extra steps," said Layman.

SmartVault for Intuit Lacerte has been available in limited beta since March 2014. The live product is scheduled to be available to all Lacerte customers starting on or around June 26, 2014 and all ProSeries customers July 23, 2014.

SmartVault also plans to offer a migration solution for current Lacerte and ProSeries DMS customers to migrate data from DMS to SmartVault. The process will be fully automated and include migrating documents and meta-data. 

For more information and to start a free trial, visit:

About SmartVault 
SmartVault, a leading provider of Software as a Service online document storage and secure file sharing solutions, provides accounting professionals and businesses with an easy and affordable solution for users to store, view, and share files securely any time and from anywhere. SmartVault's unique integration with popular small- and medium-sized business applications such as QuickBooks, creates a seamless user experience for scanning, attaching, and finding documents within a familiar application. With SmartVault's web portal, users can securely view and share files. SmartVault has earned top honors from Intuit as a QuickBooks Gold Certified Developer, has won multiple Readers' Choice Awards and Technology Innovation Awards from CPA Practice Advisor, and has earned both Awesome App and Awesome QuickBooks Add-On awards from The Sleeter Group.

About Intuit
Intuit Inc. creates business and financial management solutions that simplify the business of life for small businesses, consumers and accounting professionals.

Its flagship products and services include QuickBooks®, Quicken® and TurboTax®, which make it easier to manage small businesses and payroll processing, personal finance, and tax preparation and filing. provides a fresh, easy and intelligent way for people to manage their money, while Demandforce® offers marketing and communication tools for small businesses. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants.

Founded in 1983, Intuit had revenue of $4.2 billion in its fiscal year 2013. The company has approximately 8,000 employees with major offices in the United States, Canada, the United Kingdom, India and other locations. More information can be found at

SOURCE Intuit Inc.

« Back to INTU Stock Overview

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.