Adding Clients via the SmartVault Portal

If you have less than a dozen new clients to add at once, you can use the SmartVault Portal. After creating them, you can invite them to SmartVault. For more information, see Inviting Clients to Your SmartVault Account

However, if you have more than a dozen new clients to add at once, we recommend either creating them in Lacerte or ProSeries first and then importing using the SmartVault Data Import Tool or Import clients via a CSV File.  For more information, see the following articles:

Adding a Client 

  1. Sign in to the SmartVault Portal.
  2. Select Client Management from the left sidebar.
    CM_-_Left_pane.png
  3. On the Client Management view, click the + Add Client button.

    CM_-_Add_client_button.png

  4. On the Add new client screen, select the type of client you are adding. Person if the client is an individual. The fields on the screen will change dynamically based on this selection.

    Select Entity if your client is a business or organization.

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    Select Person if the client is an individual.

    CM_-_Add_client_Person.png

  5. Select the Type qualifier. This is a dynamic field based on the type of client selected and allows you to organize the client type into further categories. 

    To add a new type qualifier, click the + icon. 

    CM_-_Add_type_qualifier_symbol.png

    On the Create Client Types modal, click the + Add button corresponding to the type of client for which you want to create the type qualifier.

    CM_-_Create_client_types.png

    Enter the new Type Qualifier in the field that appears and click Save.

    CM_-_New_type_qualifier.png

      Note

    You can not delete a type qualifier once you have created one, but you can edit it. For more information, see Adding Client Type Qualifiers

  6. Enter other optional information in the other fields. 
    • End of fiscal year: If you use our Accounting Engagement template embedded with the Accounting Monthly template, this selection allows you to define the order of months beginning with the month after the end of the fiscal year. For example, if the end of the fiscal year for a client is March, then the months generated by the system under the Accounting Services engagement will begin with 01-Apr, 02-May, 03-Jun,….12-Mar. If you leave it blank, the months will be labeled as 01 – Jan, 02- Feb, 03 – Mar…..12-Dec.
    • Preparer: This field can be used to assign a specific tax preparer for a client. This can then be used as a macro variable in the email templates where %Preparer% displays the user listed as the preparer on the client page.
    • Salutation: Use this field to substitute a generic salutation for all your outgoing email templates on a client-by-client basis from SmartVault. By default, the client’s first name is usually used in the email greeting, e.g., “Dear John,”.
  7. Continue adding the client's information and click Save Client.

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    Required fields are followed by an asterisk*. 
  8. The client is added to your client list.
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