Why Choose

You’re busy running your firm and interacting with clients. You want to leverage advances in technology to help you manage your practice more efficiently and improve client service delivery, but implementing new technology can be a daunting task.

When you choose the SmartVault Quick Start service, you’re assigned a dedicated training specialist who works with you to understand your business needs and will assist with the successful rollout of your SmartVault environment.

Contact Us to Learn More

What’s included in your QuickStart?

Setup and
Customize Your

  • Get to know SmartVault
  • Integrate with Lacerte or ProSeries
  • Review folder templates
  • Configure administrative settings and automated notifications
  • Add employees and set their permissions
  • Brand the portal with your logo and colors
  • Customize emails sent to clients
  • Configure scanner(s)
    If applicable

Import Client
and Files

  • Review tips before getting started
  • Import client information
  • Import data from Intuit DMS or other source
    Pricing varies based on type and number of sources

Train You
and Your Staff

  • Get to know SmartVault – an orientation
  • See SmartVault from your clients’ viewpoint
  • Use Mapped Drive and Connected Desktop
  • Share documents securely with clients and employees
  • Print any documents from any application right to SmartVault