Release Date: October 27, 2022
What is new?
Authoritative Copy folder icon
New icon for Authoritative Copy folders to differentiate them from the regular folders.
Private Vault icon
A new icon for private vaults will be visible on the Client Details page.
Support for Intuit Lacerte TY22 Edition
SmartVault supports the Lacerte integration for the Tax Year 2022.
Support for Intuit ProSeries TY22 Edition
SmartVault supports the ProSeries integration for the Tax Year 2022.
What was updated?
Install Desktop app message
The message that appears when a user clicks the Install Desktop app tile on the Home page is more informative.
Loading time optimization for Properties modal
Accessing the Properties modal on Vaults and Folders will pop up quicker, changing the loading time from 6 seconds to 1 second.
CPU usage improvement
The CPU management is improved to reduce the consumption from 7% to less than 1% for the QuickBooks 64-bit application.
DocuSign Integration Workflow
The new workflow allows users to switch between DocuSign Accounts to connect to SmartVault.
Help options on the Home page
The help icon on the home page provides additional support options where users can quickly get to the SmartVault Academy or the SmartVault Help Center.
Special characters in files and folder names
SmartVault now supports the following special characters for files and folders names:
= -( ) & ^ $ # @ ! `~ { } [ ] . ' ; ,
Informational messaging for the Access and Notifications settings
When a user selects the "This folder only" setting on the Access and Notifications page, an informative note shows what to expect when using this setting.
The note reads: "This permission applies to the shared folder and any new folders created under it."
Link to a folder from the Connected Desktop
Users can now send a link to a folder via SmartVault or Outlook directly from the Connected Desktop.
What was fixed?
Configure Integrations access for non-Admin users
Non-Administrative users can access the Configure Integrations page to connect their SmartVault account to a DocuSign account.
Changing Engagement Frequency
Replacing one frequency engagement (Monthly or Quarterly) will replace the previously set frequency from the engagement. Please note that the update does not resolve engagement folders that have already been affected.
Text and links on the DocuSign Integration page
We've refreshed the wording on the DocuSign Integration page, and the links work correctly.