Components

Clients

It contains a complete list of your clients and the ability to search, filter, and drill down to view their contact information, associated engagements, tax return information, and assigned employees. 

Client Engagements

It lists all the engagements associated with your clients. You can filter by client type, engagement type, tax return sent/printed status, and tax year. 

You can select clients in bulk to which to send tax returns. 

Employees

It lists an account's employees as well as their contact information. You can add employees from this screen. 

Internal Documents

It contains any files in the Internal Documents folder under the account's Firm vault. You can search, upload files, or add a folder from this screen. 

Public Documents

It contains any files in the Public Documents folder under the account's Firm vault. You can search, upload files, or add a folder from this screen. 

Manage Folder Templates

It lists all the default and available folder templates for your account. You can add a new template rule from this screen and edit existing templates (rename template/folder, change the template type, add/remove folder). 

Email Templates 

It lists all the available email templates (used for bulk emails) for your account. You can edit a template's text from this screen. 

Migration Log 

It displays a record of every client migration into SmartVault. You can filter by migration type (Pending, Processing, etc.) Failed migrations are shown by default.

Terms

Configure

Found in Client Engagements and the Migration Log, you can click the gear icon: 

It allows you to select/deselect the columns that display. 

Client Copy

The copy of the filed tax return an accountant provides for their client. 

Client Type/Type Qualifier

The identifier refers to what type of tax entity a client falls under (Individual, Estate, Exempt, etc.). 

The value is assigned to your client when imported into SmartVault from Lacerte or ProSeries or created in the Dashboard. 

Client Type is one of the column names under Client Engagements. It is also called Type Qualifier when creating a new client. 

Contextual Help

Found at every level of the Dashboard in the upper right-hand corner, you can click the question mark icon: 

It displays five support articles most relevant to the content you're viewing. 

Edit Filters

Found in Clients, Client Engagements, and the Migration Log, you can click the filter icon: 

It allows you to filter what content is displayed based on selected criteria—for example, client type. 

Government Copy

It is a copy of the tax return sent to tax authorities. 

Tax Engagement 

A Tax Engagement describes the folder structure created for a client by tax year. 

Common folders include Tax Returns, Source Documents, Tax Plan Reports, and various client-accessible folders.