When you try to look at the details of a client in the Dashboard or try to choose the Open Client in Portal option in the SmartVault Connected Desktop, you get the following error message.
This may be happening because a tax engagement has been deleted from the client vault.
Resolving This Error
To resolve this error:
- Sign in to the SmartVault Portal.
- Right-click on the client vault that is generating the error.
- Select Recycle Bin and use the menu to select Deleted within the Last 90 days.
- If you see a TYXX folder listed there, then click Restore.
- Once restored, see if you get the same error.
If you continue to get this error after the above steps, please send us the URL link to email@example.com with the error details. This will help us identify the problem with the specific client.