If you have an existing folder structure that you would like to move into SmartVault, you can use the SmartVault Drive to create vaults and parent folders in SmartVault. 

Then you can copy and paste your existing folder structure into SmartVault using the SmartVault Drive.

For information on using the SmartVault Drive, see Mapping the SmartVault Drive.

Moving Folders into SmartVault

We recommend that you do not move a group of folders containing more than 1 GB of data into SmartVault using the SmartVault Drive at one time. Instead, move or copy and paste folders into SmartVault in groups of 1 GB of data or less.

We provide a Bulk File Upload tool for transferring large amounts of data to SmartVault overnight. Contact us for further details.

Tax Plan Users

This method of moving folders over is not for Tax Plan users. As a Tax Plan user, you create and provide access to vaults by inviting your employees and tax clients. 

Instead, refer to the following:

Creating Vaults and Folders

• Importing Clients from Lacerte or ProSeries 

Granting Access to Vaults and Folders

• Inviting a Tax Client
• Inviting an Employee