Health Check Service

Need a SmartVault Refresher?

Connect with a trainer who is dedicated to helping you get the most out of SmartVault.

Ideal for existing customers, the Health Check is designed to help you optimize your SmartVault workflow, and reach even greater efficiencies from our service.

Helath Check



1:1 session

with a SmartVault Trainer

Get Started

Health Check

A check of your
SmartVault configuration

Custom Branding

Review (or set up) your custom branding in the portal and on email templates

Employees, Clients, Guests

Review (or set up) your employee and client/guest users

Scanners and Printers

Review (or set up) scanner and/or PDF printer

App Integrations

Review (or set up) application integration with tax and/or accounting system


Check current folder and email templates*

A check of your
'send to client' workflows

Source Files

Review (or set up) the workflow for collecting source files from clients


Review (or set up) workflows for distributing organizers, returns or financial statements*

Client Experience

Review of the ‘client experience’ – how the interaction with SmartVault looks to users you invite and share files with

An intro to the new
SmartVault features
you may have missed

  • Audit reporting and activity logs
  • Simplify security and user permissions using ‘groups’ (great for managing access for your employee users)
  • eSignature integration (requires account with RightSignature)*
  • File locking / auto-check in and check out of files & private vault set up*
  • Utilizing the Connected Desktop and encrypted email in your daily workflows*
  • Review of the new SmartVault Dashboard functionality
  • Using the SmartVault PDF Print Driver to save files to SmartVault from various apps
  • Learn how to install and use the plug-in for Microsoft Outlook

Documentation & Training

We’ll provide you with overview and online documentation for future reference

* For customers on SmartVault Tax Prep / Accounting Pro Plans




1:1 session

with a SmartVault Trainer

Get Started

“I had a great experience, and learned things I didn't know about SmartVault. Because I haven't thought about SmartVault beyond taxes, I'm excited to see additional ways that I can use it!”

Our Team

Miguel Tierrafria, SmartVault Services Lead
Miguel Tierrafria / SmartVault Trainer

Our team is dedicated to helping you optimize and customize SmartVault to drive more efficiencies in your day to day document workflows.