Quick Start Service
As an accounting or finance professional, you are busy running your firm and interacting with clients. As a result, finding the time to investigate and implement new technologies, such as online document storage and client portals, that can help improve your firm’s productivity can be challenging. You want to leverage advances in technology to help you run your firm more efficiently and improve client service delivery. However, you also know you can’t afford to to have new procedures and systems disrupt your office and workflow.
The SmartVault Quick Start service was developed specifially to meet these challenges. Right from the start, the SmartVault Quick Start service helps you save time and money and benefit from new technologies and new efficiencies with a solution tailored to your business.
With the SmartVault Quick Start service, you have help every step of the way, from plannng and design through implementation and training roll out. Have an expert work with you to configure SmartVault for your business, create an online document storage system and client portal that supports your workflow, and design personalized training for you and your staff, which allows you to accelerate the adoption of SmartVault in your firm and to begin reaping the benefits of SmartVault right away.
The SmartVault Quick Start service is ideal for those who want to quickly implement SmartVault in their environment, and includes the following suite of services:
Planning and Design Services
- Workflow analysis and documentation
- Vault and folder structure design
- File and folder naming rule definition and documentation
- Data analysis and data migration sizing
- Assistance with software installation and configuration
- Vault and folder structure creation, including bulk folder creation, based on firm needs and best practices
- Integration with QuickBooks (if desired)
- Assistance with one-time data migration
- Scanning configuration (if needed)
- Customized branding
- Bulk user upload, sharing, and notification
- Customized training for you and your staff
- Customized training for your clients
- Recorded video or webinar for your staff or clients (can be hosted on your website or hosted by SmartVault based on your needs)
From nuts and bolts installation to training and custom configuration and consulting, the SmartVault Quick Start service provides a professional, personalized service that will efficiently set you and your clients on the path to effectively utilizing SmartVault in your practice.
The SmartVault Quick Start service is currently available at an introductory price of $499.
To sign up for the SmartVault Quick Start Service, contact SmartVault Support by calling the SmartVault Support team at (713) 479-5475, by emailing the SmartVault Support team, or by submitting a support request.