Product Guides and Features

SmartVault Desktop Software

• SmartVault Desktop Software Features

SmartVault Connected Desktop

SmartVault Portal

SmartVault Folder Templates

Client Engagements

• Creating Engagements
• Adding Client Engagements for All Clients
• Creating a Project
• Creating and Using a Project Engagement
• Creating Client Engagements in Bulk (UK)

Merge Clients

• Merging Duplicate Clients

SmartVault Drive

SmartVault Outlook Plug-in

SmartVault PDF Printer

SmartVault Request Docs

• Getting Started with SmartVault Request Docs
• Requesting Documents with Request Docs
• Managing Requests in Request Docs
• Archiving and Restoring Request Docs

SmartRouting

• Getting Started with SmartRouting
• Configuring UltraTax for SmartRouting
• Enabling SmartRouting and Adding Formulas
• Printing with SmartRouting in Your Tax Software
• Printing to SmartVault from Thomson Virtual Office CS
• Managing and Viewing SmartRouting Printed Forms

SmartVault Inbox

• Exploring the SmartVault Inbox
• Uploading Documents Using the SmartVault Inbox

SmartVault Certified Vault

• Getting Started with SmartVault Certified Vault