To create client engagements for all of your clients:
- Sign in to the SmartVault Portal.
- Click Clients.
- Click the Create new engagements for all clients icon.
- Click Tax Engagement and choose one of the following options.
- Click the link below Period and select the year for the engagement you are trying to create.
- Click the Save engagement icon.
- A window appears to verify that each client receives this new engagement. Click Close. You will receive an email confirmation once the engagements have been created for all of your clients.