SmartVault University for Tax Preparers

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. 3 Connect Intuit Lacerte or Intuit ProSeries to SmartVault

  4. 1:25

    4 Configure personal settings

  5. 4:52

    5 Customize the branding of your portal

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2 Access and Manage Files Watch Read

  1. 6:08

    1 Tips before working with data from Lacerte or ProSeries

  2. 6:18

    2 Print and share tax organizers from Lacerte

  3. 2:04

    3 Print and share tax organizers from ProSeries

  4. 2:21

    4 Print tax returns to SmartVault from Intuit Lacerte

  5. 1:57

    5 Print tax returns to SmartVault from Intuit ProSeries

  6. 13:00

    6 Explore SmartVault Connected Desktop

  7. 2:56

    7 Find and filter clients and files

  8. 9:08

    8 Set up folder templates and import data

  9. 4:07

    9 Edit files and annotate PDFs

  10. 9:25

    10 Print direct to SmartVault from other Windows applications

  11. 5:32

    11 Create new tax engagements

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3 Share Files with Clients Watch Read

  1. 5:18

    1 How Clients use the portal to upload and download documents

  2. 4:56

    2 Invite clients to share files

  3. 5:20

    3 Send non-tax files to clients

  4. 7:16

    4 Edit client welcome email template

  5. 3:34

    5 Add new clients manually

  6. 4:11

    6 Using Outlook Plugin with SmartVault

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4 Manage Security and Permissions Watch Read

  1. 36:41

    1 Get to know your security options

  2. 4:21

    2 Add employees

  3. 6:21

    3 Assign access to private vaults

  4. 14:06

    4 Set up custom security groups

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