Get Tax Ready

FRI/ NOV 1

Add Your Staff to SmartVault

to-do

To take full advantage of all the security features and functions in SmartVault, you’ll need to set-up each team member with their own log-in. This provides reliable data in the activity log, allows you to set up granular security permissions by user and/or role, and helps you stay compliant with industry regulations.

Learn how to add employees in SmartVault today.

Upcoming Webinar Tuesday, 1/7 @ 2PM CST: Getting Ready for Tax Season for Lacerte and ProSeries Users

Getting ready for Tax Season can be overwhelming. Let SmartVault help you AND your team get ahead of the busy season and make TY19 your best year yet!

Sign-Up Today!

Earn Your Tax-Ready Badge!

Complete the tasks above, and then take our quiz to show you’re tax-ready. Once you pass the quiz, you'll receive your very own Tax Season Ready Badge!

Take the Quiz


Get Tax Ready

Back to the guide