SmartRouting
SmartVault Request Docs
SmartVault Certified Vault
SmartVault Desktop Software
SmartVault Connected Desktop
- Archiving and Restoring Clients
- Dragging and Dropping Files in the Connected Desktop
- Searching for a File or Folder in the SmartVault Connected Desktop
- Renaming Files or Folders in Connected Desktop
- Deleting a Container or Vault in the Files View of Connected Desktop
- Cutting, Copying, and Pasting Tools in Connected Desktop
SmartVault Portal
- Restoring a Client from the Recycle Bin
- Managing Your Files and Folders
- Uploading Files to the SmartVault Portal
- Editing Documents in the SmartVault Portal
- Inviting a Seasonal Employee to SmartVault
- Adding or Updating a Client's Email Address
SmartVault Folder Templates
- Creating Multi-Year Engagement Templates
- Understanding Folder Templates
- Planning Your Folder Template Structure on the Standard Plan
- Creating and Using a Project Engagement
- Managing Your Folder Templates
- Turning on Notifications for a Folder Template
SmartVault Drive
- Preventing Microsoft Office from Blocking Your Mapped Drive
- Adding SmartVault Drive to Files on Your Computer
- Mapping the SmartVault Drive on a Mac
- Creating Vaults and a Folder Structure Using the SmartVault Drive
- How to Map the SmartVault Drive Using Transmit
- Does SmartVault work on a Mac?
SmartVault Outlook Plug-in
- Installing the Outlook Plug-in for SmartVault
- Getting Started with SmartVault Email Capture
- Customizing Auto-Text for the Outlook Plug-in
- Saving an Email Message Using the Outlook Plug-in
- Requesting Files Using the SmartVault Outlook Plug-in
- Sending Links to Files Using the Outlook Plug-in
SmartVault Inbox
SmartVault PDF Printer
- Getting Started with SmartRouting
- Tagging Tax Returns, Organizers, and Financial Statements for Client Emails
- Uploading Files to SmartVault Using the SmartVault PDF Printer
- Auto-Filing a Document Using the PDF Print Driver
- Using the SmartVault PDF Printer to Print from Windows File Explorer or Your Desktop
- Using the SmartVault PDF Printer
Import Data Tool
- Importing Data Using the SmartVault Import Data Tool
- Importing Clients from a CSV File
- Importing New Clients via a CSV File (UK)
- Import More Data from DMS Using the Import Data Tool
- Sharing the Complete Tax Return with Clients Instead of the Client Copy or Government Copy
- Sharing Files in the Source Documents Folder with Clients