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.
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.
Live Webinars with a SmartVault Onboarding Manager
Sign up for your preferred session date/time below!
All Other Users
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!
Smartvault 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
Request Docs Fundamentals
Request Docs is a new and efficient way to ask your clients for a list of documents they can easily upload. Sign-up for this webinar to learn more about SmartVault’s newest feature and how you can use it to streamline your workflow this Tax Season!
Audience: Beginner, Administrator
SmartVault Admin Training - Accounting Pro 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