If you have less than a dozen new clients to add at once, you can use the SmartVault Dashboard.
However, if you have more than a dozen new clients to add, we recommend creating them in your software (e.g., TaxCalc) first and then using the SmartVault Data Import Tool to import them.
Adding a Client Via the SmartVault Dashboard
- Sign in to the SmartVault Portal.
- Click Clients.
- Click the Add client icon to add a client.
- Click the + signs to enter information for a client's name, email, and phone number.
- Click the Save changes icon to add the client to your client list.