Explore the SmartVault Launchpad

This page will give you an overview of the different tools and settings available through the SmartVault Launchpad.

Feature

Tools for All SmartVault Plans

SmartVault Portal

  • This is a shortcut that launches your preferred web browser and takes you to the login screen for the SmartVault Portal.
  • The Portal allows you to organize, share, view, and store your documents online.
  • You can also manage your SmartVault account and perform administrative tasks, such as view your Activity Log or recover a file from the Recycle Bin through the Portal.
  • For a glossary of SmartVault Portal terms, please click here.

SmartVault Inbox

  • Used to quickly scan, upload, or download files without going through the SmartVault Portal.
  • Available to all users but requires the user to be logged in to the Launchpad to work.
  • Mostly used by Client and Guest users to scan and upload supporting documents to be attached to transactions or entries in QuickBooks or Reckon Accounts.

SmartVault Drive

  • Maps SmartVault as a networked hard drive available through Windows Explorer.
  • It is available to all user types except Guests but requires the user to be logged in to the Launchpad to work.
  • It allows you to open and save files directly into SmartVault or quickly copy files and folders into or out of SmartVault by dragging and dropping.

Scanner Integration

  • If your scanner uses TWAIN drivers, you do not need to install these scanner profiles.
  • Some scanners use proprietary software that will not natively scan into SmartVault, so we have created profiles for the two most popular proprietary software packages: Canon CaputureOnTouch and Fujitsu ScanSnap.

Back Up QuickBooks Data

  • Used to create manual backups of your Reckon Accounts company files and save them to SmartVault
  • You must be signed in to the Launchpad, and the QuickBooks or Reckon Accounts company file must be closed (all users in a multi-user environment must have the file closed) for the manual backup option to work.
  • To schedule automatic backups, you must go through the Backups tab within SmartVault User Settings.

Tools for Importing & Sharing Data

SmartVault Connected Desktop

  • This is a shortcut that launches the SmartVault Connected Desktop application.
  • The Connected Desktop is available to Administrators, Users, and Clients (not Guests) on SmartVault Tax Plans or new Accounting Plans started after August 2015.
  • The Connected Desktop allows you to scan easily, upload, email, and share documents.
  • You can also search for clients and documents, edit PDFs, create new client engagements, or export your client data from the Connected Desktop.

Import Data

  • In Business and Accounting plans: allows you to import client contact information from Microsoft Outlook, eFileCabinent, or Excel if saved in CSV format.
  • In Tax plans: allows client contact information to be imported from Intuit ProSeries, Lacerte, or DMS and CSV files. It also imports client files and historical data from DMS.
  • It allows you to import data from multiple sources and multiple DMS databases and consolidate that data in one SmartVault account.
  • Client contact information can be imported from Lacerte or ProSeries 2013 or later.

User Settings, Support Links, Optional Plugins

SmartVault Support

  • It takes you to SmartVault's Customer Center: support.smartvault.com
  • You can search for SmartVault's Knowledge Base articles or submit a support ticket.

SmartVault User Settings

  • It allows you to change the default settings for your user account.
  • Preferences tab: Set the Launchpad to remember your credentials or change the SmartVault Toolbar colors within QuickBooks or Reckon Accounts.
  • Scanners tab: Change the default settings for your scanner when scanning to SmartVault.
  • Backups tab: Select which QuickBooks or Reckon Accounts company files you would like to automatically backup to SmartVault and the frequency of those backups.
  • Confirmations tab: Set default responses to the most common pop-up windows associated with SmartVault.
  • Engagements tab: This allows you to control which engagement types are available when you right-click on a client within the Connected Desktop.
  • Extensions tab: This allows you to grant or deny SmartVault the ability to import from or integrate with 3rd party files or programs.
  • Advanced tab: Used to resolve intermittent connectivity issues with SmartVault.

Get Outlook Plug-in

  • Shortcut to the SmartVault for Outlook Plugin page with a training video and download button.

Considerations

You must have the SmartVault for Windows application downloaded and installed to gain access to the SmartVault Launchpad.

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