With the latest TaxCalc release, you can create and link clients to SmartVault directly from TaxCalc Practice Manager. This allows you to start using SmartVault for document management without leaving TaxCalc.

You can either:

• Create a new SmartVault client from TaxCalc, or
• Link an existing SmartVault client to a TaxCalc client record.

A short video is also available below that walks through this process step by step.

Add a Client to SmartVault from TaxCalc 

1. Log in to TaxCalc and open Practice Manager.

   

2. Open the client record.
   Double-click the client you want to add to SmartVault.

   

3. Open Document Manager.
   Click Document Manager from the left-hand menu.

   

4. Enable the client for Document Manager.
   Click Enable Client for Document Manager.

   

5. Choose how to add the client.
   A window opens and searches for the client using the client code. At the top of the screen, choose one of the following:
   • Choose client from list – Link an existing client.
   • Create new client – Create a new SmartVault client.

6. Create a new client (if needed).
   If the client does not appear in the list, select Create new client.

   

7. Review client details.
   The screen refreshes and displays:

   • The SmartVault account where the client will be added
   • Client Code
   • Client Name
   • Client Type*

   

     Note

   *If a client is listed as Individual in TaxCalc, they are set up in SmartVault using the Individual Client Template designed for Self Assessment clients.

8. Choose whether to email the client.
   Select the Email checkbox to have SmartVault send an invitation email.
   • This email guides the client through creating their SmartVault password.
   • The client will be able to upload and download files from the folders they have access to
9. Create the client.
   Click Create Client. The client is created in SmartVault and linked to TaxCalc. If email is enabled, the client receives an invitation to set up their password.

10. Confirm setup.
    Once complete, Disable Client for Document Manager becomes available. Your client has been created, linked, and is now ready to use with SmartVault.

    

Link an Existing SmartVault Client in TaxCalc

If the client already exists in SmartVault, you can link that client to a TaxCalc record. This supports ongoing and future SmartVault–TaxCalc integration.

1. Log in to TaxCalc and open Practice Manager.

   

2. Open the client record.
   Double-click the client you want to link.

   

3. Open Document Manager.
   Click Document Manager from the left-hand menu.

   

4. Enable the client for Document Manager.
   Click Enable Client for Document Manager.

   

5. Select an existing SmartVault client.
   When the search window opens, select Choose client from list, then choose the correct client.
   
6. Enable the client.
   Click Enable Client.

7. Confirm the link.
   When Disable Client for Document Manager appears, the client is successfully linked and ready for future integration.