ACCOUNTING PLAN USER
This comprehensive checklist prepares your team and SmartVault account for the 2027 tax season. These essential resources will help you streamline your workflow and ensure a successful tax season. Explore the categories below for quick access to the tools and guides you need.
Licensing and User Management
Purchasing User Licenses
Adding Users to your SmartVault Account
Client Management
Adding New Clients
Inviting New Clients
- Invite via Online Portal - ideal for inviting several clients at a time.
- Invite via Connected Desktop Application
Linking Connected Accounts
- Link Clients: Great for keeping individual and business vaults organized/connected!
Add This Year's Tax Folders
Ensure all client documents are organized for the tax season by adding a Tax Year 2026 folder to each client vault. Use the resources below to quickly set up these folders via the SmartVault Portal or the Connected Desktop Application.
Workflow Optimization
Requesting Updated Documents from Clients
- Using Organizers
- Step 1: Print Organizer from Tax Software
- Step 2: Notify Clients of Organizer Awaiting their Action
- Using SmartRequestAI
- Using SmartVault's Request Docs Feature
- Notification Preferences on Client Uploads - Admins and Account Employees will be notified by default when clients upload.
Printing Tax Returns into SmartVault
- Printing via Lacerte
- Printing via ProSeries
- Printing via SmartRouting (CCH, Drake, UltraTax) - expand the section matching your software on the page
- Printing from Other Software
Sharing Tax Returns with Clients
Additional Training & Education
- Bookmark the SmartHub - one-stop shop for all SmartVault resources
- Explore Ways to Get Ready for Tax Season
- Complete a SmartVault Refresher - brush up on best practices before the season ramps up. Choose the training option that works best for your team:
- Add SmartVault Academy Certificate to LinkedIn