These articles contain all you need to know about using TaxCalc with SmartVault.

Installing SmartVault

• Installing the SmartVault Desktop Software
• Mapping the SmartVault Drive (Windows)
• Mapping the SmartVault Drive (Mac)
• Installing the Outlook Plugin

Configuring SmartVault

• Adding Clients Using the SmartVault Dashboard (Manually)
• Importing Clients Via a CSV (In Bulk)
• Creating an Engagement (Yearly Folder) from Connected Desktop
• Custom Branding your SmartVault Portal
• Managing Folder Templates
• Customizing Email Templates
• Adding an Additional User in SmartVault

Using TaxCalc

• Integrating your SmartVault Account with TaxCalc
• Adding a client to SmartVault from within TaxCalc
• Uploading Files from TaxCalc to SmartVault
• Uploading an eSign Envelope to SmartVault