Creating a Project

Overview

Projects allow you to leverage our folder structure and templates to create individual and multiple projects under a particular client. 

For example, accounting firms can use Projects to create custom engagements, such as a Schedule C folder structure for those clients that need a separate folder structure for Schedule C returns. 

Likewise, non-accounting firms can use Projects for the various types of jobs they do for their customers (e.g., roofing, plumbing, kitchen rebuilds, etc.).

Creating a New Project

1. Sign in to the SmartVault Portal.
2. Click Clients.

3. Click the Create new engagements for all clients icon. 

4. Click Tax Engagement and choose Project.

5. Enter a project name. 

6. Click the Save changes icon to save the project. 

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