TaxCalc Integration - Adding a client to SmartVault from within TaxCalc

Overview

With the latest release of TaxCalc, you can create a client in SmartVault directly from the TaxCalc Practice Manager. You can also link an existing SmartVault client to the client record in TaxCalc. This action is currently done one client at a time. To initially add your clients in bulk, please refer to the article on Importing your Clients via a CSV File.

The following video walks you through adding a client to SmartVault from within TaxCalc.

Adding a client to SmartVault from TaxCalc 

  1. Login to TaxCalc and select Practice Manager.

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  2. Double-click on the client record to open it.

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  3. Click Document Manager on the left.

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  4. Click the Enable Client for Document Manager button.

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  5. A window will open searching for your client by the client code (in the screen's top right). You have two options at the top of the screen:
    • Choose client from list - to link an existing client.
    • Create new client - to create a new client.
  6. If the client does not appear in the list, you can select Create new client.

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  7. The screen refreshes and displays the following client details:
    • The SmartVault account where the client will be added.
    • Client Code
    • Client Name
    • Client Type*

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      Note

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

  8. Tick the Email checkbox to send an invitation email to the client once created. This step is optional and will send an email from SmartVault to the client to guide them in creating their SmartVault password to upload and download files from the folders they have access to. If you leave the checkbox unticked, the client will not receive the invitation email (you can do so later). The client folders will still be created in SmartVault within the client vault, and you can start using SmartVault for Document Management for that client.
  9. Click the Create Client button at the bottom. The client is created in SmartVault. If the Email option is selected, the client will get an invitation to set up their password to access SmartVault.
  10. Once the client is created and linked, you will see the Disable Client for Document Manager option become available. Your client has been created in SmartVault, linked in TaxCalc, and is ready to go!

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Linking an existing SmartVault client in TaxCalc

You can also link an existing SmartVault client to a client record in TaxCalc one at a time. This is designed for future SmartVault/TaxCalc integration.

To link a client, do the following:

  1. Login to TaxCalc and select Practice Manager.

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  2. Double-click on the client record to open it.

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  3. Click Document Manager on the left.

    mceclip7.png

  4. Click the Enable Client for Document Manager button.

    mceclip8.png

  5. A window will open searching for your client by the client code (in the screen's top right). You have two options at the top of the screen:
    • Choose client from list - to link an existing client.
    • Create new client - to create a new client.

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  6. Select the client and click Enable Client.

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  7. Once you see the Disable Client for Document Manager option become available, your existing client record is now linked with the TaxCalc record for future integration.
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