SmartVault University for Accountants

To help you get started, we’ve gathered a collection of user guides and how-to videos
so you can quickly realize the value of online document management with SmartVault.

1 Get Started with SmartVault Watch Read

  1. 2:27

    1 Activate your SmartVault account

  2. 3:01

    2 Install SmartVault Desktop Software

  3. 4:14

    3 Adding a QuickBooks company file

  4. 4:21

    4 Add employees

  5. 1:25

    5 Configure personal settings

  6. 4:52

    6 Customize the branding of your portal

  7. 7 Create a file structure for your company’s internal data

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2 Share Files with Clients Watch Read

  1. 8:40

    1 Explore the SmartVault portal

  2. 7:16

    2 Edit the client welcome email template

  3. 3 Invite clients to share files

  4. 10:49

    4 Send files to clients from Connected Desktop

  5. 3:44

    5 Send files using Outlook Plugin

  6. 6:32

    6 Send an encrypted email from the Connected Desktop

  7. 5:15

    7 How clients use the portal to upload and download documents

  8. 10:03

    8 Customize your email templates

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3 Attach Documents in QuickBooks Watch Read

  1. 4:00

    1 Attach files in QuickBooks Desktop with the SmartVault Toolbar

  2. 2 Attach files in your online account service with the SmartVault Toolbar

  3. 3 Use the SmartVault Inbox to attach files to QuickBooks entries

  4. 4 Search for missing attachments to get audit-ready

  5. 3:45

    5 Using the SmartVault Inbox in the Firm

  6. 6 Letting your clients use the SmartVault Inbox to scan in documents

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4 Access and Manage Files Watch Read

  1. 13:00

    1 Explore SmartVault Connected Desktop

  2. 2:57

    2 Find and filter clients and files

  3. 3 Edit folder templates

  4. 5:32

    4 Create new engagements

  5. 4:08

    5 Edit files and annotate PDFs

  6. 1:53

    6 Using the mapped drive

  7. 7 Print and automatically route file to a specific folder

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5 Manage Security and Permissions Watch Read

  1. 36:41

    1 Get to know your security options

  2. 6:21

    2 Assign access to private vaults

  3. 14:06

    3 Set up custom security groups (How and when to use Custom Groups)

  4. 4 Share files (beyond folder templates) AKA ad hoc sharing

  5. 5 Assigning employees to clients one-by-one

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