SmartVault Training Offerings

GENERAL USER

SmartVault offers free training and educational webinars weekly. Join other like-minded firms and get expert advice, best practices, and workflows. Select from the list of live or pre-recorded training webinars below that best fits your educational needs.

 

Webinar_Icon.pngSmartVault Fundamentals

New to SmartVault? Sign up for our 60-minute Webinar covering everything there is to know about SmartVault! This is in-depth training for Admin Users who want to understand how to set up & customize their SmartVault account and some best practices for using the software.

Audience: Beginner

Live Webinars with a SmartVault Onboarding Manager

Sign up for your preferred session date/time below!

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Live Office Hours with a SmartVault Onboarding Manager

An open forum where you can join like-minded firms to have your questions answered by a SmartVault Expert!

Webinar_Icon.pngSmartvault Staff Training 

Need a SmartVault refresher before jumping into Tax Season? Sign up for our 30-minute webinar covering frequently used skills like adding clients & documents, sharing with clients, and other general how-to’s!

Audience: Beginner, Accounting & Tax, All Staff

Live Webinars with a SmartVault Onboarding Manager

Sign up for your preferred session date/time below!

Live Office Hours with a SmartVault Onboarding Manager

An open forum where you can join like-minded firms to have your questions answered by a SmartVault Expert!

 

Webinar_Icon.pngSmartVault Admin Training - TaxCalc UK

Join a member of Customer Success as we walk through your Administrative settings. We will be covering an overview of your SmartVault account along with the setup of different features in your SmartVault account, including Custom Branding, Clients, and Folder Templates.

Audience: Beginner, Administrator, UK Customers

Live Webinars with a SmartVault Onboarding Manager

Sign up for your preferred session date/time below!

Live Office Hours with a SmartVault Onboarding Manager

An open forum where you can join like-minded firms to have your questions answered by a SmartVault Expert!

 

Webinar_Icon.pngSmartVault + Docdown Fundamentals

Join a member of the SmartVault Customer Success team as we go through how to utilize Docdown within SmartVault.

Audience: Beginner, Administrator

Live Webinars with a SmartVault Onboarding Manager

 

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