When you click a client in the Client List, the client's files and folders display in the Document View pane.
The Client List pane displays a list of your clients and their associated client ID and tax type if the client was imported from Lacerte or ProSeries.
Searching for Clients
Use the search bar to search for a specific client. Then click a client in the Client List to display that client's files and folders in the Client View pane.
You can work with that client's files and folders in the Document View pane.
Adding a New Tax Engagement from the Client List
You can add a new tax engagement from the client list for clients with an imported client ID from Lacerte or ProSeries.
If you manually create a client in the client portal, or if a client does not have a client ID for any reason, you cannot select the New Engagement option.
Select a year for the new tax engagement to create a new folder structure for the year you choose. Using your folder template settings, the Connected Desktop generates the new folders for TY14 since this example used 2014 as the new engagement year.
Exporting Client Data from the Client Lis
You can export one or more of your clients' data to your computer for local backup or for working on files offline. The Export Data window allows you to export one or more of your clients to your computer or a USB hard drive. The export process copies the exact folder structure and files for a client (or multiple clients) from SmartVault to the destination you choose.
- Right-click on the client's name and select Export data.
- Click Browse and select a location for the data.