Creating Client Engagements for All Clients (UK)

To create client engagements for all of your clients:

  1. Sign in to the SmartVault Portal.
  2. Click Clients.
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  3. Click the Create new engagements for all clients icon. 
  4. Click Tax Engagement and choose one of the following options. 
  5. Click the link below Period and select the year for the engagement you are trying to create.
  6. Click the Save engagement icon.
  7. 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.
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