The SmartVault Health Check connects you with a trainer who is dedicated to helping you optimize your use of SmartVault and reach more efficiencies in your document workflow.
Whether you are new to SmartVault or a long-time customer just looking to power up your use of SmartVault, grab an hour with our consulting team and we’ll make sure you are getting the absolute most value out of SmartVault for your business.
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
Review (or set up) application integration with tax and/or accounting system
Check current folder and email templates*
Review (or set up) the workflow for collecting source files from clients
Review (or set up) workflows for distributing organizers, returns or financial statements*
Review of the ‘client experience’ – how the interaction with SmartVault looks to users you invite and share files with
We’ll provide you with overview and online documentation for future reference
* For customers on SmartVault Tax Prep / Accounting Pro Plans
Please complete the form to schedule your SmartVault Health Check.
“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!”