This comprehensive checklist prepares your team and SmartVault account for the 2024-2025 tax season. These essential resources will help you streamline your workflow and ensure a successful tax season. Explore the categories below for quick access to the tools and guides you need.

Licensing and User Management

Purchasing User Licences

• Purchase Admin and Employee Licenses
• Purchase Seasonal Worker Licenses

Adding Users to your SmartVault Account

• Add Admin and Employee Users to SmartVault Account
• Add Seasonal Worker to SmartVault Account

Client Management

Adding New Clients

• Add via Online Portal
• Add Multiple via CSV
• Add via Intuit Tax Software

Inviting New Clients

• Invite via Online Portal
• Invite via Connected Desktop Application

Linking Connected Accounts

• Link Clients

Vault Setup and Organization

Ensure all client documents are organized for the tax season by adding a Tax Year 2024 folder to each client vault. Use the resources below to quickly set up these folders via the SmartVault Portal or the Connected Desktop Application.

• Add to All Clients via the Online Portal
• Add via the Connected Desktop Application

Workflow Optimization

Requesting and Receiving Updated Documents from Clients

• Using Organizers
  • Print Organizer from Tax Software
    • From Lacerte
    • From ProSeries
    • From Other Software
  • Notify Clients of Organizer Awaiting their Action
    • Via the Connected Desktop Application
    • Via the Online Portal
    • Bulk Sending Organizers
• Using SmartVault's Request Docs Feature
• Notification Preferences on Client Uploads - Admins and Account Employees will be notified by default when clients upload.

Printing Tax Returns into SmartVault

• Printing via Lacerte
• Printing via ProSeries
• Printing from Other Software

Sharing Tax Returns with Clients

• Via the Connected Desktop Application
• Via the Online Portal
• Bulk Sending Tax Returns

Training and Certification

• Add SmartVault Academy Certificate to LinkedIn