For New Users

Work one-on-one with a training specialist who will assist you with the initial set up and implementation of SmartVault—and ensure you and your team are getting immediate value in your workflow.

Your account manager can help you select the package that’s right for you and provide pricing details.

The QuickStart service includes

Plan Includes

Set up, Implementation and Training


1:1 session
with a SmartVault Trainer



  • Install and configure SmartVault
  • Set up users and security permissions
  • Integrate SmartVault with your accounting and/or tax app
  • Set up and configure the PDF printer and scanner integration
  • Customize SmartVault with your logo and color scheme
  • Review and guidance on using folder templates
  • Review and guidance on team and/or client based workflows using SmartVault
  • Review and customize email templates
  • Review audit reporting and activity logs
  • Unlimited access to the SmartVault Live Training Hub

QuickStart Pro +Migration

Plan Includes

Everything in the QuickStart Pro
plus Data Migration


1:1 session
with a SmartVault Trainer


Based on quote

  • Everything in the QuickStart Pro plus:
  • Import of existing client data to SmartVault
  • Mapping of client folders
  • Verification of migrated data

Schedule a QuickStart Pro

To schedule a QuickStart Pro, fill out the form to book and pay online.

If you need the QuickStart Pro+Migration, contact us for a quote »

Company Size

“Working with SmartVault’s services team was a great experience. I now have a much better understanding of the system and the integration with Lacerte. They also offered best practices for using the solution. It was all very helpful.”

Meet Our Team

Phillip Serrano / SmartVault Trainer

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