Creating a Client Engagement for All Clients

When you create a new engagement, SmartVault creates the folder structure automatically for the year you choose as well as any other frequencies (quarterly, monthly, etc.) established by the engagement folder template.

Creating a New Engagement

To create a client engagement for all of your clients:

  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 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 inform you that a process has started for creating the selected engagement for all clients and that you would receive an email once the job is complete.