SmartVault Training Offerings for Rightworks Customers

Explore our Training and Data Migration offerings for starting your SmartVault journey.

Self-Guided Training

Training at your own pace!

Intuit Users

- Administrators
- Staff and Employees

All Other Users

- Administrators
- Staff and Employees

Live Group Training

Live Webinars with a SmartVault Onboarding Manager

Sign up for your preferred session date/time below!

Intuit Users

- Mondays at 10:00 am CT
- Wednesdays at 10:00 am CT

All Other Users

- Fridays at 10:00 am CT

Live Office Hours with a SmartVault Onboarding Manager

An open forum where you can join like-minded firms to have your questions answered by a SmartVault Expert!

- Tuesdays at 1:00 pm CT
- Thursdays at 1:00 pm CT

Additional Services Available for Purchase

- Assisted Data Migrations
- 1-on-1 Trainings
- Team Trainings

Please reach out to customersuccess@smartvault.com to discuss service options and pricing.

Have additional questions? Check out our SmartHub – your destination for all things SmartVault!

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