Creating New Containers and Redistributing Clients

Overview

If you use Intuit Tax, you can create new containers within SmartVault and then redistribute your clients accordingly.

Container names must be 3 characters long (including the "-" character) and contain no spaces, such as A-A, A-B, A-C, A-F, A-H, and A-M. 

You cannot create overlapping containers (for example, A-A and A-D) and redistributing your clients from one to the other.

Creating a Container and Redistributing Clients

For the example below, we will create a 0-9 container.

  1. From the Advanced view, under Container Tasks, click Create New Container
  2. Enter 0-9 in the Container Name field, and then click Create Container
  3. Right-click on the Clients container and select Redistribute Clients
  4. Click Submit Redistribute Request
  5. Right-click on the Clients container and select Refresh. Clients have been redistributed in the 0-9 container.

Important Information When Creating Containers

When creating new containers, keep the following in mind:

  • You must create all of your new containers first and then redistribute your clients accordingly.
  • You cannot create sub-containers (a container within another container). 
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