SmartVault offers free training and educational webinars on a weekly basis. 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 fit your educational needs.
Fundamentals Webinars
New to SmartVault? Sign up for one of our 60-minute webinars covering everything there is to know about SmartVault! Our webinars are in-depth training sessions for Admin Users who want to understand how to set up and customize their SmartVault account, as well as some best practices for using the software.
Audience: Beginner, Administrator
Sign up for your preferred session date/time below!
- Mondays at 2:00 pm CT
- Mondays at 3:00 — covers TaxCalc
- Wednesdays at 10:00 am CT — covers Lacerte
- Wednesdays at 2:00 CT — covers SmartRouting
- Thursdays at 11:00 am CT — covers ProConnect
Office Hours
Got questions about SmartVault? Join our weekly Live Office Hours — a one-hour, no-agenda session with a SmartVault Onboarding Manager where you can ask anything and get real answers in real time.
No slides, no script — just live, open Q&A. You'll also be in the room with other accounting and financial firms working through the same challenges, so don't be surprised if someone else's question answers one you didn't know you had.
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-tos!
Audience: Beginner, Accounting & Tax, All Staff
Sign up for your preferred session date/time below!
Docdown (SmartVault Add-On)
Join a member of the SmartVault Customer Success team as we go through how to utilize Docdown within SmartVault.
Audience: Beginner, Administrator
Sign up for your preferred session date/time below!