- Tagging Tax Returns, Organizers, and Financial Statements for Client Emails
- Uploading Files with the SmartVault PDF Printer
- Auto-Filing a Document Using the PDF Print Driver
- Using the SmartVault PDF Printer
- Uploading Files to SmartVault Using the SmartVault PDF Printer (UK)
- Printing Tax Returns to SmartVault Using the Auto-Filer Tool