SmartVault Service Offerings - US

Explore our Onboarding, Training, and Data Migration service offerings for starting your SmartVault journey.


Group Onboarding

For all users on any plan. We offer two options that will guide you through setting up and using your SmartVault account, along with a few best practices.

Option 1

SmartVault Fundamentals Webinar

  • Weekly on Thursdays at 1:00 pm CT
  • Led by a Customer Success Manager


Option 2

SmartVault Academy

  • Self-paced learning platform                          



Assisted Onboarding

Transition to SmartVault in 30 days with a dedicated Customer Onboarding Manager.

What's included?

    • 1-hour implementation session for admin users to review how-to setup and customize their SmartVault account.
    • Specialized SmartVault Academy courses online displaying how-to utilize their SmartVault account.
    • Additional 1-hour session to connect on best practices for workflow, outstanding questions, and integrations (if needed).


For businesses with 1-4 users



For businesses with 5-9 users




For businesses with 10+ users                            


Custom Training

For businesses with 20+ users and/or unique training requirements

Prices vary


Additional Training

Do you have multiple staff members? This Personalized training will teach your employees SmartVault essentials and your specific document management workflow within SmartVault.


Staff training for  businesses with 5-9 users



Staff training for businesses with 10+ users




    • For all current SmartVault customers
    • Need a refresher course but not full training? Connect with a Customer Success team member to scope client needs, pricing, and next steps



Data Migration

DMS Migration

Expert assistance to transfer files from Intuit DMS into your SmartVault account                                


SmartVault to SmartVault 

Expert assistance to transfer client files from your current SmartVault account into your new SmartVault account



Authoritative Copy Migration

Securely transfer contracts and documents in compliance with the UCC 9-105 compliant data transfer standards and vaulting structure                              



Windows, EFile, and FileCabinet CS Migration

Expert assistance to prep, upload, and organize your firm's data into SmartVault.


The client is responsible for extracting their data into a Windows file structure.

What's included?

    • Migration Consultation: Review your current data structure and discuss the next steps, timeline, and expectations.
    • Data Upload: Transfer your data using the upload tool.
    • Client Matching: Client exercise to designate the data transfer destination for all client vaults.
    • Data Transfer and Verification: Disburse the data into client vaults, then run any 'clean up' needed.



EFile Cabinet


FileCabinet CS



Data Exports

Migration of documents out of your SmartVault account to a Windows folder structure.

  • Export to a client's server/machine.
  • Export to a backup drive and mail to the client.



Download the complete list with details and pricing

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