Last updated: 2025-09-19

Integrations - Laser App

Overview
Requirements
Setting Up Data in SmartOffice
Client (Person)
Spouse
Client (Business)
Beneficiaries
Using the Laser App Integration
Opening Laser App from SmartOffice
Entering Additional Information in Laser App
Tips and Tricks
Filling Out Forms for Spouses and Other Registration Types
Including Representative Information in Forms
Changing a Representative’s Information
Troubleshooting Tip

Overview

The Laser App integration for SmartOffice exports data from SmartOffice into the Laser App form-filling software, dramatically reducing the amount of time needed to populate forms with client data. (This integration is for the Laser App desktop application; an integration for the web-based Laser App Anywhere is also available.) For more information on the Laser App application, visit www.laserapp.com.

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Requirements

Laser App 8\.0 or higher
Laser App license in SmartOffice (see User Accounts - User Rights Content Link)
Advisor Contract/License Management license in SmartOffice (see [User Accounts
User Rights Content Link](/help/pro/user/accounts/user/rights/content/link))

Setting Up Data in SmartOffice

For the most accurate and consistent results when exporting data into Laser App, the data must be entered correctly in SmartOffice. The following sections describe the correct way to enter data.

Client (Person)

The table below lists the SmartOffice contact fields that can be exported to Laser App, along with the corresponding Laser App fields. Special instructions and information about certain fields are included in the Comments column.

In Laser App, the fields listed below are in the Client Information dialog box.

SmartOffice Fields	Comments	Laser App Fields
The following data is entered on the Personal content link.
First Name		First Name
Middle		MI
Last Name		Last Name
Greeting		Salutation
Birth Date		DOB
Marital Status		Marital Status
Gender		Sex
Employer		Employer
Occupation		Occupation
SS \#		SSN
Primary Residence Phone Number	Make sure to select the Primary Residence option. If only one phone number exists, Laser App will take that value regardless of the Primary Residence Option.	Home Phone
Mobile	The first mobile number entered will be the one used by Laser App.	Cell Phone
Primary Business Phone Number	Make sure to select the Primary Business Phone option. If only one business phone number exists, Laser App will take that value regardless of the Primary Business Phone option.	Employer’s Phone
Primary Business Phone Extension		Employer’s Phone Extension
Business Fax	The first business fax number entered will be the one used by Laser App.	Employer’s Fax
Preferred E-mail Address	Make sure to select the Preferred option. If only one e-mail address exists, Laser App will take that value regardless of the Preferred option.	Email
Primary Residence Address
Address Block, Line 2, Line 3	Make sure to select the Primary Residence Address option. If only one address exists, Laser App will take that value regardless of the Primary Residence Address option.	Address
City	City
State	State
ZIP Code	ZIP
Country	Country of Residence
Primary Business Address
Address Block, Line 2, Line 3	Make sure to select the Primary Business Address option. If only one address exists, Laser App will take that one regardless of the Preferred Address option.	Employer’s Address
City	Employer’s City
State	Employer’s State
ZIP Code	Employer’s ZIP
Preferred Address
Address Block, Line 2, Line 3	Make sure to select the Preferred Address option. If only one address exists, Laser App will take that one regardless of the Preferred Address option.	Legal Address
City	Legal City
State	Legal State
ZIP Code	Legal ZIP
The following data is entered on the Add’l Personal content link.
Total Income		Client Income
Net Worth		Net Worth
Citizenship		Citizenship
Driver’s License \#		Driver’s License \#
State		Issuing Entity
Expiration Date		Exp. Date
The following data is entered on the Key Relations content link.
Relationship (Accountant)	Only the Name and Preferred Phone Number fields are used by Laser App.	Accountant Name Acct. Phone \& Phone ext.
Relationship (Attorney)	Only the Name and Preferred Phone Number fields are used by Laser App.	Attorney Name Attorney Phone \& Phone ext.
The following data is entered for businesses. This is only available when the client is an owner of a business. Key Relations \> Business Relations (Role \= Owner)
Business Name		Company Name
Tax ID		Tax ID
Business Address
Address Block, Line 2, Line 3		Company Address
City		City
State		State
ZIP Code		Zip
Business Phone		Phone and Ext.
Preferred E-mail Address	Make sure to select the Preferred option. If there is only one e-mail address, Laser App will take that value regardless of the Preferred option.	Email
Business Fax	The first business fax number entered will be the one used by Laser App.	Fax

Spouse

Spouse information is used for joint applications, applications for spouses and beneficiary information. The spouse must be designated as a contact’s key relation in SmartOffice in order for the spouse’s information to display in Laser App.

The table below lists the relevant SmartOffice fields and their corresponding Laser App fields. Special instructions and information about certain fields are included in the Comments column.

In Laser App, the fields for spouse data are in the Client Information dialog box, under the Spouse tab. Refer to the Working with Laser App topic for further details and instructions.

SmartOffice Fields	Comments	Laser App Fields
The following data is entered on the Personal content link.
First Name		First
Middle		Mi
Last Name		Last
Greeting		Salutation
Birth Date		DOB
Gender		Sex
Employer		Employer
SS \#		SSN
Occupation		Occupation
Mobile	The first mobile number entered will be the one used by Laser App.	Cell Phone
Primary Business Phone Number	Make sure to select the Primary Business Phone option. If only one business phone number exists, Laser App will take that value regardless of the Primary Business Phone option.	Employer’s Phone
Primary Business Phone Extension		Employer’s Phone Extension
Business Fax	The first business fax number entered will be the one used by Laser App.	Employer’s Fax
Preferred E-mail Address	Make sure to select the Preferred option. If only one e-mail address exists, Laser App will take that value regardless of the Preferred option.	E-mail
Primary Residence Address
Note that the client’s Primary Residence Address will be used for the Spouse’s Home Address in Laser App.
Primary Business Address
Address Block, Line 2, Line 3	Make sure to select the Primary Business Address option. If only one address exists, Laser App will take that value regardless of the Primary Business Address option.	Employer’s Address
City	Employer’s City
State	Employer’s State
ZIP Code	Employer’s ZIP
The following data is entered on the Add’l Personal content link.
Total Income		Spouse Income (Banking/Finances tab)
Citizenship		Citizenship
Driver’s License \#		Driver’s License \#
State		Issuing Entity
Expiration Date		Exp. Date

Client (Business)

The table below lists the SmartOffice business fields that can be exported to Laser App, along with the corresponding Laser App fields. Special instructions or information about certain fields are included in the Comments column.

In Laser App, the fields listed below are in the Client Information dialog box. Please refer to the Working with Laser App topic for further details and instructions.

SmartOffice Fields	Comments	Laser App Fields
The following data is entered on the Business Detail (P) content link.
Business Name		Last Name/Co. (Basic Info tab) Company Name (Corp/Trust Info tab)
Tax ID		Tax ID (Corp/Trust Info tab)
Tax		Client Tax Bracket (Banking/Finances tab)
Preferred Phone Number	Make sure to select the Preferred option. If only one phone number exists, Laser App will use that value regardless of the Preferred option.	Phone (Corp/Trust Info tab)
Primary Business Phone Extension	Phone Extension (Corp/Trust Info tab)
Business Fax	The first business fax number entered will be the one used by Laser App.	Fax (Corp/Trust Info tab)
Preferred E-mail Address	Make sure to select the Preferred option. If only one e-mail address exists, Laser App will take that value regardless of the Preferred option.	Email (Corp/Trust Info tab)
Preferred Address
Address Block, Line 2, Line 3	Make sure to select the Preferred Address option. If only one address exists, Laser App will use that value regardless of the Preferred Address option.	Address
City	City
State	State
ZIP Code	ZIP
Business Address
Address Block, Line 2, Line 3	The first business address entered will be the one used by Laser App.	Legal Address
City	Legal City
State	Legal State
ZIP Code	Legal ZIP
The following data is entered on the Key Relations content link.
Role (Accountant)	Name and Preferred Phone Number	Accountant Name Acct. Phone \& Phone ext. (Banking/Finances tab)
Role (Attorney)	Name and Preferred Phone Number	Attorney Name Attorney Phone \& Phone ext. (Banking/Finances tab)

Beneficiaries

This refers to anyone listed on a contact’s Key Relations content link that is specified as a beneficiary. A beneficiary must be designated as a client’s key relation in order for their data to be exported correctly to Laser App.

The table below lists the relevant SmartOffice fields and their corresponding Laser App fields. Special instructions and information about certain fields are included in the Comments column.

In Laser App, the fields for beneficiary data are in the Client Information dialog box, under the Beneficiaries and Others tab. Refer to the Working with Laser App topic for further details and instructions.

SmartOffice Fields	Comments	Laser App Fields
The following data is entered on the Contact Personal content link.
First Name		First
Middle		MI
Last Name		Last
Birth Date		DOB
Employer		Employer
Occupation		Occupation
SS \#		SSN/TID
Preferred Phone Number	Make sure to select the Preferred Phone option. If only one phone number exists, Laser App will take that value regardless of the Preferred Phone option	Phone
Primary Business Phone Number	Make sure to select the Primary Business Phone option. If only one business phone number exists, Laser App will take that value regardless of the Primary Business Phone option.	Employer’s Phone
Primary Business Phone Extension		Employer’s Phone Extension
Preferred E-mail Address	Make sure to select the Preferred option. If only one e-mail address exists, Laser App will take that value regardless of the Preferred option.	E-mail
Preferred Address
Address Block	Make sure to select the Preferred Address option. If only one address exists, Laser App will take that value regardless of the Preferred Address option.	Legal Address
City	Legal City
State	Legal State
ZIP Code	Legal ZIP
Primary Business Address
Address Block, Line 2, Line 3	Make sure to select the Primary Business Address option. If only one business address exists, Laser App will take that value regardless of the Business Address option.	Employer’s Address
City	Employer’s City
State	Employer’s State
ZIP Code	Employer’s ZIP
The following data is from the Key Relations content link.
Relationship		Relationship

Using the Laser App Integration

After all data is entered in the appropriate fields in SmartOffice, begin completing the forms.

Opening Laser App from SmartOffice

Search for the contact or business in SmartOffice and do one of the following:

Select the contact or business in the Contact List.
Open the contact or business and click either the Personal or Add’l Personal content link (for a contact) or the Detail (P) or Add’l Detail (N) content link (for a business).

Select Menu \> Integrations \> Laser App. SmartOffice sends a LaserApp.lasxml file to your browser for download.
If Laser App does not launch automatically, do one of the following:

If you use Chrome, download the LaserApp.lasxml file to your computer, and then select the Always open files of this type option from the download button menu at the bottom of the browser window.

Image from int_laser_app_chrome_download.png

Then click the download button to open the file.

If you use Internet Explorer, click the Open button on the download prompt to open the LaserApp.lasxml.

Image from int_laser_app_ie_download.png

Laser App opens with the client’s name displayed on the toolbar.

Entering Additional Information in Laser App

Before selecting a form to fill, review the data exported to Laser App to ensure that everything is entered properly. Laser App’s Client Information dialog box shows the information populated by SmartOffice along with fields for entering additional information that may be needed in a particular form.

A majority of the fields are already populated by SmartOffice. The remaining information can be entered on the appropriate tabs.

Click the appropriate tab to review and, if necessary, enter additional information for the:

- Client - Person (Basic Info tab) - Spouse (Spouse tab) - Beneficiaries (Beneficiaries \& Others tab) - Client - Business (Corp/Trust Info tab) - Client’s financial information (Banking/Finances tab)

Enter information in the appropriate fields.
Close the Client Information dialog box to begin filling out forms.

Note: Any additional information entered is saved for the current Laser App session only. Once Laser App is closed, the information is no longer available.

Tips and Tricks

Follow these tips to fill out forms more efficiently.

Filling Out Forms for Spouses and Other Registration Types

Use Laser App’s Registration Type drop-down list to fill out a form for the client’s spouse, joint application or other registration types. Select the appropriate option to automatically populate the necessary form fields. For further details, refer to the Laser App Help.

Including Representative Information in Forms

The representative’s information comes from Laser App, not SmartOffice. This information is based on what was entered while setting up Laser App.

To display the representative’s information, select Rep Info from the expanded Data View menu (if using Laser App 9, select Rep Info from the expanded Actions \& Settings menu). The Installed Rep Licenses dialog box opens.

The following fields can be modified:

Rep Number
Phone
Ext.
Fax
Rep SSN (Social Security Number)
Email

Changing a Representative’s Information

In the Installed Rep Licenses dialog box, highlight the representative to be changed.
Click the Edit License button.
In the Enter Your Rep Information dialog box, make the necessary modifications.
Click the OK button to save the changes.
Close the Installed Rep Licenses dialog box.

Troubleshooting Tip

If an error message displays the “Internet Explorer was not able to open this Internet Site. The requested site is either unavailable or cannot be found. Please try again later” message, make sure the “Do not save encrypted pages to disk” option is cleared (see Requirements).