https://help.smartvault.com/hc/en-us 2026-03-11T20:47:57Z https://help.smartvault.com/hc/en-us/articles/360050523394-Import-More-Data-from-DMS-Using-the-Import-Data-Tool 2024-10-15T20:10:36Z https://help.smartvault.com/hc/en-us/articles/360050523414-Adding-Contacts-to-a-Client-Record 2025-04-23T13:54:48Z https://help.smartvault.com/hc/en-us/articles/360050523434-Troubleshooting-SmartVault-Client-Updater-Issue 2025-01-29T17:43:38Z https://help.smartvault.com/hc/en-us/articles/360050523474-Opening-a-File-in-the-SmartVault-Connected-Desktop 2025-02-11T19:56:10Z https://help.smartvault.com/hc/en-us/articles/360050523494-What-is-a-Client-User-License-What-can-they-do 2024-10-16T21:25:18Z https://help.smartvault.com/hc/en-us/articles/360050523514-I-m-an-accountant-and-want-to-use-SmartVault-with-my-client-s-Who-should-own-the-account-my-client-or-my-firm 2024-10-28T21:33:47Z https://help.smartvault.com/hc/en-us/articles/360050523534-Downloading-a-copy-of-your-documents 2025-02-17T15:52:43Z https://help.smartvault.com/hc/en-us/articles/360050523554-Can-I-store-my-database-files-like-QuickBooks-or-Microsoft-Access-in-SmartVault 2024-10-15T17:13:40Z https://help.smartvault.com/hc/en-us/articles/360050523574-Can-I-install-SmartVault-on-more-than-one-computer 2024-11-19T15:45:51Z https://help.smartvault.com/hc/en-us/articles/360050523614-SmartVault-User-Settings-within-the-Launchpad 2024-10-28T15:57:06Z https://help.smartvault.com/hc/en-us/articles/360050523634-Resolving-the-Program-Can-t-Start-Because-MSVCR71-dll-is-Missing-From-Your-Computer-Error 2024-11-14T17:44:36Z https://help.smartvault.com/hc/en-us/articles/360050523654-Resolving-the-No-Network-Connection-Error 2025-01-02T20:43:06Z https://help.smartvault.com/hc/en-us/articles/360050523674-Lacerte-ProSeries-printing-clients-as-Individual-Client 2025-12-08T21:43:28Z https://help.smartvault.com/hc/en-us/articles/360050523714-Resolving-the-Access-Denied-When-Trying-to-Add-a-QuickBooks-Company-File-to-a-Vault-Error 2024-11-14T17:45:00Z https://help.smartvault.com/hc/en-us/articles/360050523734-Enhancing-Your-Search-in-the-Portal-with-Wildcards 2024-10-28T22:07:53Z https://help.smartvault.com/hc/en-us/articles/360050523754-Troubleshooting-Guide-Quickbooks-Desktop-Toolbar 2024-11-14T18:00:28Z https://help.smartvault.com/hc/en-us/articles/360050523854-Debugging-Browser-Extension-Logs 2025-09-03T16:44:54Z https://help.smartvault.com/hc/en-us/articles/360050523874-Printing-to-SmartVault-from-Lacerte-Video 2024-10-15T20:46:32Z https://help.smartvault.com/hc/en-us/articles/360050523974-QuickBooks-Online-Supported-Transactions-for-Document-Attachments 2025-07-10T13:39:49Z https://help.smartvault.com/hc/en-us/articles/360050524014-Understanding-and-Creating-Full-Text-Searchable-Documents-in-SmartVault 2024-11-04T14:58:42Z https://help.smartvault.com/hc/en-us/articles/360050524094-Best-Practices-for-Vault-and-Folder-Structures-in-SmartVault 2024-11-19T16:03:16Z https://help.smartvault.com/hc/en-us/articles/360050524134-QuickBooks-Users-Vault-Structure-for-Sharing-QuickBooks-Company-Files 2024-10-15T18:24:04Z https://help.smartvault.com/hc/en-us/articles/360050524174-Understanding-Vaults-and-Folders-in-SmartVault 2024-11-19T16:14:32Z https://help.smartvault.com/hc/en-us/articles/360050524194-Saving-a-New-Office-Document-to-SmartVault 2025-08-11T17:15:25Z https://help.smartvault.com/hc/en-us/articles/360050524214-Renaming-a-Folder-or-File-in-the-SmartVault-Portal 2024-10-28T22:04:51Z https://help.smartvault.com/hc/en-us/articles/360050524234-Previewing-and-Managing-Documents-in-the-SmartVault-Portal 2024-12-13T14:43:05Z https://help.smartvault.com/hc/en-us/articles/360050524254-Moving-a-Folder-in-the-SmartVault-Portal 2024-10-28T22:04:51Z https://help.smartvault.com/hc/en-us/articles/360050524294-Encrypt-a-Hard-Drive-or-Flash-Drive 2025-05-27T17:07:30Z https://help.smartvault.com/hc/en-us/articles/360050524314-Removing-Client-Access-from-the-Public-Documents-Vault 2025-04-08T21:49:30Z https://help.smartvault.com/hc/en-us/articles/360050524334-Creating-New-Containers-and-Redistributing-Clients-in-the-Portal 2024-10-28T22:02:27Z https://help.smartvault.com/hc/en-us/articles/360050524394-Creating-a-Folder-in-the-SmartVault-Portal 2025-03-25T19:21:00Z https://help.smartvault.com/hc/en-us/articles/360050524414-Changing-your-Default-Page-Size-in-the-SmartVault-Portal 2024-10-28T22:07:25Z https://help.smartvault.com/hc/en-us/articles/360050524474-Changing-the-Email-Address-for-SmartVault-Outlook-Plug-in 2024-10-28T16:04:44Z https://help.smartvault.com/hc/en-us/articles/360050524514-Searching-in-the-SmartVault-Drive 2024-10-28T15:59:26Z https://help.smartvault.com/hc/en-us/articles/360050524574-Previewing-SmartVault-Email-Templates-Using-a-Test-Client 2024-10-28T17:04:44Z https://help.smartvault.com/hc/en-us/articles/360050524594-Setting-Filters-for-the-Client-List-and-Client-Engagements 2024-10-28T17:05:21Z https://help.smartvault.com/hc/en-us/articles/360050524614-Sending-Organizers-Tax-Returns-and-Financial-Statements-in-Bulk 2026-01-19T15:57:15Z https://help.smartvault.com/hc/en-us/articles/360050524674-Re-inviting-Clients-with-Pending-Account-Activations-in-the-SmartVault-Portal 2025-01-28T18:36:46Z https://help.smartvault.com/hc/en-us/articles/360050524694-Using-the-Improved-Search-in-the-SmartVault-Dashboard 2024-10-28T22:07:53Z https://help.smartvault.com/hc/en-us/articles/360050524714-Manually-Adding-a-Client-ID 2024-11-04T14:19:28Z https://help.smartvault.com/hc/en-us/articles/360050524774-Understanding-Folder-Restrictions-in-QuickBooks-Company-File-Integration-with-SmartVault 2024-10-15T18:29:09Z https://help.smartvault.com/hc/en-us/articles/360050524814-Giving-Access-to-Multiple-Vaults-to-a-Client 2024-12-03T17:37:34Z https://help.smartvault.com/hc/en-us/articles/360050524834-Searching-for-a-File-or-Folder-in-a-Client-Vault-in-the-SmartVault-Connected-Desktop 2024-10-28T15:15:28Z https://help.smartvault.com/hc/en-us/articles/360050524854-Scanning-Documents-with-Connected-Desktop-and-TWAIN-Compliant-Scanners 2025-04-22T21:42:15Z https://help.smartvault.com/hc/en-us/articles/360050524874-Refreshing-the-Client-List-in-the-Connected-Desktop 2024-10-28T15:20:04Z https://help.smartvault.com/hc/en-us/articles/360050524894-Opening-a-Client-in-the-Portal-from-Connected-Desktop 2024-10-28T16:34:01Z https://help.smartvault.com/hc/en-us/articles/360050524914-Import-Data-is-Blank 2024-11-14T18:04:30Z https://help.smartvault.com/hc/en-us/articles/360050524954-Cutting-Copying-and-Pasting-Tools-in-Connected-Desktop 2024-11-11T20:29:30Z https://help.smartvault.com/hc/en-us/articles/360050524974-Creating-a-Folder-in-the-Connected-Desktop 2025-02-11T19:56:10Z https://help.smartvault.com/hc/en-us/articles/360050525014-Clearing-the-PTDesktop-Folder-to-Resolve-Lacerte-or-ProSeries-Printing-Issues 2024-10-15T20:48:39Z https://help.smartvault.com/hc/en-us/articles/360050525034-Unlocking-a-File-in-the-Connected-Desktop 2025-04-07T19:45:12Z https://help.smartvault.com/hc/en-us/articles/360050525054-Locking-Files-in-Connected-Desktop 2025-06-26T00:03:17Z https://help.smartvault.com/hc/en-us/articles/360050525074-Exploring-the-Document-View-Toolbar 2024-10-28T15:23:13Z https://help.smartvault.com/hc/en-us/articles/360050525094-Using-the-Client-List-Pane 2024-10-28T15:23:34Z https://help.smartvault.com/hc/en-us/articles/360050525114-Supported-Intuit-Product-Integrations 2024-10-16T14:24:38Z https://help.smartvault.com/hc/en-us/articles/360050525134-Understanding-SmartVault-s-Service-Level-Agreement-SLA 2024-10-15T19:09:24Z https://help.smartvault.com/hc/en-us/articles/360050525154-Managing-Client-Email-Addresses-in-SmartVault 2024-10-28T17:07:11Z https://help.smartvault.com/hc/en-us/articles/360050525174-How-Do-I-Contact-Lacerte-or-ProSeries-Support 2025-02-12T17:19:15Z https://help.smartvault.com/hc/en-us/articles/360050525194-Resolving-the-You-Have-Exceeded-the-Space-Allowed-by-your-Plan-for-Files-Error 2024-11-14T17:41:36Z https://help.smartvault.com/hc/en-us/articles/360050525214-Who-Accessed-My-Account 2024-10-15T19:07:26Z https://help.smartvault.com/hc/en-us/articles/360050525234-Troubleshooting-with-the-SmartVault-Mapped-Drive-Diagnostic-Tool 2024-10-28T15:59:47Z https://help.smartvault.com/hc/en-us/articles/360050525274-Troubleshooting-Unknown-error-0xffffffff-During-SmartVault-Update 2025-06-25T17:25:34Z https://help.smartvault.com/hc/en-us/articles/360050525294-Troubleshooting-Scanning-Transfer-Failures 2025-06-26T23:52:51Z https://help.smartvault.com/hc/en-us/articles/360050525354-Resolving-the-The-local-device-name-is-already-in-use-Error 2024-10-15T18:50:29Z https://help.smartvault.com/hc/en-us/articles/360050525394-Resolving-the-SmartVault-Text-Does-Not-Fit-the-Box-Issue 2024-11-14T18:14:14Z https://help.smartvault.com/hc/en-us/articles/360050525414-Troubleshooting-SmartVault-ScanSnap-Profiles-Creation-Error 2024-11-14T18:03:30Z https://help.smartvault.com/hc/en-us/articles/360050525454-Resolving-the-Restore-Cannot-Proceed-Some-Files-are-Currently-Locked-Error 2024-11-14T17:45:33Z https://help.smartvault.com/hc/en-us/articles/360050525474-Removing-Company-Files-from-SmartVault 2024-10-29T16:45:42Z https://help.smartvault.com/hc/en-us/articles/360050525494-Reading-and-Fixing-DMS-Migration-Errors 2024-11-14T18:04:52Z https://help.smartvault.com/hc/en-us/articles/360050525514-Troubleshooting-Granting-QuickBooks-Access-to-SmartVault 2025-06-26T13:52:59Z https://help.smartvault.com/hc/en-us/articles/360050525534-Troubleshooting-QuickBooks-SDK-has-Failed-to-Register-the-SmartVault-User-Interface-Extension-Error 2024-11-18T17:25:53Z https://help.smartvault.com/hc/en-us/articles/360050525594-Resolving-the-Object-is-Not-Valid-and-Cannot-be-Saved-The-Value-OriginalLength-is-Greater-than-the-Maximum-Error 2024-11-14T17:53:58Z https://help.smartvault.com/hc/en-us/articles/360050525634-Troubleshooting-Object-Error-Value-Value-is-required-and-can-not-be-saved-Error-in-SmartVault 2024-11-14T18:15:02Z https://help.smartvault.com/hc/en-us/articles/360050525674-Manually-Creating-SmartVault-Profiles-for-ScanSnap-Scanners 2024-10-15T18:34:41Z https://help.smartvault.com/hc/en-us/articles/360050525694-Troubleshooting-Resolving-Maintenance-Messages-or-Display-Issues-in-SmartVault-Client-Portal 2024-11-14T18:27:03Z https://help.smartvault.com/hc/en-us/articles/360050525734-Invoke-or-BeginInvoke-Cannot-be-Called-on-a-Control-until-the-Window-Handle-has-been-Created 2024-11-14T18:33:03Z https://help.smartvault.com/hc/en-us/articles/360050525754-Troubleshooting-SmartVault-Plugin-Missing-in-Outlook 2024-11-14T18:24:15Z https://help.smartvault.com/hc/en-us/articles/360050525794-Getting-Save-As-when-Editing-a-PDF 2024-11-14T18:09:30Z https://help.smartvault.com/hc/en-us/articles/360050525814-Resolving-the-0x80070780-Error 2024-11-14T18:19:38Z https://help.smartvault.com/hc/en-us/articles/360050525834-Resolving-the-Excel-File-Does-Not-Save-in-SmartVault-Drive-Issue 2024-11-14T18:20:01Z https://help.smartvault.com/hc/en-us/articles/360050525914-Troubleshooting-Padding-is-invalid-and-cannot-be-removed-Error 2025-04-03T22:39:36Z https://help.smartvault.com/hc/en-us/articles/360050525954-Granting-Access-to-a-User-by-Group-Membership 2024-10-25T00:03:18Z https://help.smartvault.com/hc/en-us/articles/360050525974-Resolving-the-Could-Not-Read-Association-Information-from-QuickBooks-Error 2024-11-14T17:54:33Z https://help.smartvault.com/hc/en-us/articles/360050526054-Updating-a-Missing-or-Incorrect-Tax-Client-Email-Address-in-Your-Tax-Application 2024-10-15T20:49:28Z https://help.smartvault.com/hc/en-us/articles/360050526074-Signing-Out-of-the-SmartVault-Launchpad 2024-10-28T15:57:26Z https://help.smartvault.com/hc/en-us/articles/360050526094-Signing-In-and-Logging-Out-of-the-SmartVault-Portal 2025-06-03T15:00:01Z https://help.smartvault.com/hc/en-us/articles/360050526114-Signing-in-to-SmartVault-with-the-SmartVault-QuickBooks-Toolbar 2025-04-21T15:45:07Z https://help.smartvault.com/hc/en-us/articles/360050526134-Retrieving-the-Activation-Email 2025-06-03T15:00:01Z https://help.smartvault.com/hc/en-us/articles/360050526174-Troubleshooting-SmartVault-Launchpad-and-Connected-Desktop-Won-t-Open 2025-05-27T15:27:44Z https://help.smartvault.com/hc/en-us/articles/360050526194-SmartVault-Drive-Performance-is-Slow 2025-06-16T23:45:17Z https://help.smartvault.com/hc/en-us/articles/360050526214-Fixing-Outlook-if-the-SmartVault-Plug-in-is-Not-Appearing-in-the-Toolbar 2024-11-14T18:24:35Z https://help.smartvault.com/hc/en-us/articles/360050526254-Capturing-QuickBooks-Verbose-Logging 2024-11-14T18:00:59Z https://help.smartvault.com/hc/en-us/articles/360050526274-Changing-Hubdoc-s-Destination-Folder-within-SmartVault 2025-06-26T15:38:58Z https://help.smartvault.com/hc/en-us/articles/360050526294-Exploring-Your-SmartVault-Portal 2025-01-08T17:26:36Z https://help.smartvault.com/hc/en-us/articles/360050526334-Creating-and-Using-a-Project-Engagement 2025-04-21T18:53:41Z https://help.smartvault.com/hc/en-us/articles/360050526374-Reopening-the-DMS-Data-Migration-Tool 2024-11-19T15:56:47Z https://help.smartvault.com/hc/en-us/articles/360050526434-Importing-DMS-Migration-Data-Offline 2024-10-15T20:11:27Z https://help.smartvault.com/hc/en-us/articles/360050526454-Troubleshooting-Object-not-found-Error-in-SmartVault-Connected-Desktop 2024-11-14T18:27:49Z https://help.smartvault.com/hc/en-us/articles/360050526474-Troubleshooting-SmartVault-Drive-Remembered-Connections 2024-11-14T18:20:33Z https://help.smartvault.com/hc/en-us/articles/360050526494-Troubleshooting-Documents-Not-Scanning-to-the-Toolbar-with-ScanSnap 2024-11-14T18:03:58Z https://help.smartvault.com/hc/en-us/articles/360050526514-Disabling-Removing-the-SmartVault-Browser-Extension 2025-09-12T18:00:17Z https://help.smartvault.com/hc/en-us/articles/360050526554-Restoring-QuickBooks-Company-Files 2024-10-15T18:26:50Z https://help.smartvault.com/hc/en-us/articles/360050526574-Deleting-QuickBooks-Company-File-Backups 2024-12-11T22:13:57Z https://help.smartvault.com/hc/en-us/articles/360050526594-Adding-a-Company-File-to-SmartVault 2024-10-15T18:25:03Z https://help.smartvault.com/hc/en-us/articles/360050526634-SmartVault-for-Tax-Accounting-Trial-Guide-The-Data-Migration-Tool 2024-11-19T16:00:31Z https://help.smartvault.com/hc/en-us/articles/360050526654-SmartVault-Dashboard-Glossary 2025-01-08T17:26:36Z https://help.smartvault.com/hc/en-us/articles/360050526694-Historical-Release-Notes 2024-11-19T15:48:02Z https://help.smartvault.com/hc/en-us/articles/360050526794-Adding-an-Assigned-Employee-to-Your-SmartVault-Account 2025-04-23T14:29:03Z https://help.smartvault.com/hc/en-us/articles/360050526874-SmartVault-Refund-Policy 2025-11-10T15:11:01Z https://help.smartvault.com/hc/en-us/articles/360050526894-Resolving-the-QuickBooks-Desktop-Revoked-Certificate-Error 2024-11-14T17:55:35Z https://help.smartvault.com/hc/en-us/articles/360050526914-Adding-Client-Type-Qualifiers 2024-10-24T23:59:37Z https://help.smartvault.com/hc/en-us/articles/360050526934-Understanding-Clients-Client-Types-and-Type-Qualifiers 2025-04-21T23:47:45Z https://help.smartvault.com/hc/en-us/articles/360050526954-Adding-and-Removing-Navigation-Links-and-Dashboard-Tiles 2024-10-28T16:53:34Z https://help.smartvault.com/hc/en-us/articles/360050526974-Uploading-Files-to-SmartVault-Using-the-SmartVault-PDF-Printer-UK 2024-10-28T14:30:29Z https://help.smartvault.com/hc/en-us/articles/360050526994-Integrating-TaxCalc-with-SmartVault 2024-10-15T20:27:35Z https://help.smartvault.com/hc/en-us/articles/360050527034-Uploading-Files-from-TaxCalc-to-SmartVault 2024-10-15T20:28:23Z https://help.smartvault.com/hc/en-us/articles/360050527054-Mapping-the-SmartVault-Drive-on-a-Mac 2025-02-10T21:40:15Z https://help.smartvault.com/hc/en-us/articles/360050527074-Printing-Tax-Returns-to-SmartVault-Using-the-Auto-Filer-Tool 2024-10-24T23:40:04Z https://help.smartvault.com/hc/en-us/articles/360050527134-Understanding-the-SmartVault-Connected-Desktop-UK 2024-10-28T14:25:39Z https://help.smartvault.com/hc/en-us/articles/360050527154-SmartVault-Desktop-Software-Features-UK 2024-10-28T14:28:03Z https://help.smartvault.com/hc/en-us/articles/360050527234-Using-the-Connected-Desktop-UK 2024-10-28T14:27:32Z https://help.smartvault.com/hc/en-us/articles/360050527334-Testing-a-SmartVault-Email-Template-UK 2024-10-28T14:32:23Z https://help.smartvault.com/hc/en-us/articles/360050527354-Using-the-SmartVault-Dashboard-Account-Menu-UK 2024-10-28T14:37:40Z https://help.smartvault.com/hc/en-us/articles/360050527394-Setting-Up-Two-Factor-Authentication-2FA 2025-06-03T15:00:02Z https://help.smartvault.com/hc/en-us/articles/360050527454-Administrator-Settings-Security-Enhancements 2024-10-15T18:58:32Z https://help.smartvault.com/hc/en-us/articles/360050527494-Viewing-Activity-Logs 2024-11-27T17:39:36Z https://help.smartvault.com/hc/en-us/articles/360050527554-Adjusting-a-Client-s-End-of-Fiscal-Year 2024-10-28T16:42:34Z https://help.smartvault.com/hc/en-us/articles/360050527594-Changing-Your-Account-Properties 2024-10-21T23:10:05Z https://help.smartvault.com/hc/en-us/articles/360050527614-Changing-a-Seasonal-Worker-to-an-Employee 2024-10-16T21:24:31Z https://help.smartvault.com/hc/en-us/articles/360050527634-Adding-Administrators-to-Your-SmartVault-Account 2025-11-18T18:01:41Z https://help.smartvault.com/hc/en-us/articles/360050527654-Changing-Your-User-Profile-Information 2024-10-16T21:23:37Z https://help.smartvault.com/hc/en-us/articles/360050527674-How-does-SmartVault-affect-my-network-bandwidth 2024-10-28T15:54:04Z https://help.smartvault.com/hc/en-us/articles/360050527734-Viewing-Downloading-and-Printing-your-Invoices 2024-10-15T19:01:15Z https://help.smartvault.com/hc/en-us/articles/360050527754-Troubleshooting-SmartVault-Windows-Version-Error 2025-10-08T15:29:25Z https://help.smartvault.com/hc/en-us/articles/360050527774-Purchasing-a-Seasonal-Worker-License 2024-10-15T19:01:41Z https://help.smartvault.com/hc/en-us/articles/360050527814-Resolving-the-Failed-to-Upload-the-Following-Document-Error 2024-11-14T18:01:22Z https://help.smartvault.com/hc/en-us/articles/360050527834-Troubleshooting-Resolving-the-Unsupported-File-Extension-Upload-Failure-Error-Message 2025-11-18T17:13:24Z https://help.smartvault.com/hc/en-us/articles/360050527874-Troubleshooting-Access-to-Path-is-Denied-Error-When-Restoring-QuickBooks-Data 2025-08-08T17:05:51Z https://help.smartvault.com/hc/en-us/articles/360050527894-Deleting-a-Client-from-SmartVault 2025-01-30T21:00:07Z https://help.smartvault.com/hc/en-us/articles/360050527914-Make-Outlook-Always-Enable-the-SmartVault-Plug-in 2026-01-07T19:45:55Z https://help.smartvault.com/hc/en-us/articles/360050527954-Importing-Clients-from-a-CSV-File 2026-03-04T19:40:28Z https://help.smartvault.com/hc/en-us/articles/360050527974-Using-the-Lacerte-PDF-Repair-Tool-with-SmartVault 2024-10-15T20:49:54Z https://help.smartvault.com/hc/en-us/articles/360050528014-What-Happens-to-My-Files-After-I-Close-My-Account-or-Discontinue-Service 2025-09-17T16:19:03Z https://help.smartvault.com/hc/en-us/articles/360050528034-Deleting-and-Restoring-Files-in-the-Recycle-Bin 2024-10-28T22:04:51Z https://help.smartvault.com/hc/en-us/articles/360050528094-Updating-Payment-Information 2024-10-15T19:02:05Z https://help.smartvault.com/hc/en-us/articles/360050528134-Auto-Filing-a-Document-Using-the-PDF-Print-Driver 2025-11-19T00:31:31Z https://help.smartvault.com/hc/en-us/articles/360050528174-Understanding-the-SmartVault-Connected-Desktop 2025-01-28T17:37:50Z https://help.smartvault.com/hc/en-us/articles/360050528214-Inviting-a-Seasonal-Employee-to-SmartVault 2024-10-25T00:03:54Z https://help.smartvault.com/hc/en-us/articles/360050528274-Uploading-Documents-Using-the-SmartVault-Inbox 2024-10-28T16:04:21Z https://help.smartvault.com/hc/en-us/articles/360050528374-Dragging-and-Dropping-Files-in-the-Connected-Desktop 2024-11-11T20:29:30Z https://help.smartvault.com/hc/en-us/articles/360050528394-Adding-the-SmartVault-Mapped-Drive-to-Windows 2024-10-28T16:00:31Z https://help.smartvault.com/hc/en-us/articles/360050528434-Sending-a-Password-Protected-File 2025-01-29T15:11:27Z https://help.smartvault.com/hc/en-us/articles/360050528474-Making-a-Client-Vault-Private 2024-10-16T21:27:53Z https://help.smartvault.com/hc/en-us/articles/360050528534-Adding-Clients-to-Your-SmartVault-Account 2024-10-28T16:37:10Z https://help.smartvault.com/hc/en-us/articles/360050528554-Inviting-Your-Clients-to-Create-a-SmartVault-Guest-Account 2026-01-12T22:12:00Z https://help.smartvault.com/hc/en-us/articles/360050528574-Editing-PDFs-using-the-Scan-Document-Window-in-the-Connected-Desktop 2025-11-19T15:45:49Z https://help.smartvault.com/hc/en-us/articles/360050528594-Sending-Links-to-Vaults-Folders-or-Files 2024-12-03T17:37:34Z https://help.smartvault.com/hc/en-us/articles/360050528614-Creating-Engagements 2024-10-15T17:03:19Z https://help.smartvault.com/hc/en-us/articles/360050528634-Finding-Clients-and-Files-in-the-Connected-Desktop 2025-05-21T22:01:50Z https://help.smartvault.com/hc/en-us/articles/360050528654-Planning-Your-Folder-Structure-on-the-Standard-Plan 2024-10-29T22:01:42Z https://help.smartvault.com/hc/en-us/articles/360050528694-Sending-Lacerte-Tax-Organizers-to-SmartVault 2025-01-28T23:32:28Z https://help.smartvault.com/hc/en-us/articles/360050528734-Connecting-Lacerte-or-ProSeries-to-SmartVault 2026-03-10T21:39:26Z https://help.smartvault.com/hc/en-us/articles/360050528754-SmartVault-Desktop-Software-Features 2024-11-01T19:39:05Z https://help.smartvault.com/hc/en-us/articles/360050528774-Adding-Your-Employees-to-DocuSign 2024-10-25T00:05:49Z https://help.smartvault.com/hc/en-us/articles/360050528794-Creating-a-New-DocuSign-Account-and-Integrating-with-SmartVault 2024-10-28T17:24:23Z https://help.smartvault.com/hc/en-us/articles/360050528814-Integrating-an-Existing-DocuSign-Account-with-SmartVault 2024-10-28T17:25:10Z https://help.smartvault.com/hc/en-us/articles/360050528834-Saving-an-Email-Message-Using-the-Outlook-Plug-in 2025-06-17T17:02:50Z https://help.smartvault.com/hc/en-us/articles/360050528854-Customizing-Auto-Text-for-the-Outlook-Plug-in 2024-10-28T16:17:28Z https://help.smartvault.com/hc/en-us/articles/360050528874-Installing-the-Microsoft-Plug-ins-for-SmartVault 2024-10-29T20:41:31Z https://help.smartvault.com/hc/en-us/articles/360050528914-Re-integrating-QuickBooks-with-SmartVault 2025-04-07T21:59:15Z https://help.smartvault.com/hc/en-us/articles/360050528934-Integrating-SmartVault-with-QuickBooks 2025-07-09T15:40:38Z https://help.smartvault.com/hc/en-us/articles/360050528974-Preventing-Users-from-Modifying-Their-Notifications 2024-10-15T16:08:41Z https://help.smartvault.com/hc/en-us/articles/360050528994-Understanding-and-Managing-SmartVault-Folder-Access-Permissions 2025-02-06T16:50:44Z https://help.smartvault.com/hc/en-us/articles/360050529034-Activating-Your-SmartVault-Account 2025-06-03T15:00:00Z https://help.smartvault.com/hc/en-us/articles/360051272853-Command-Line-Installation-for-Hosting-Partners 2024-10-24T23:52:04Z https://help.smartvault.com/hc/en-us/articles/360051272953-Moving-a-Company-File-to-Another-Vault 2025-06-30T15:17:40Z https://help.smartvault.com/hc/en-us/articles/360051272973-Explore-the-SmartVault-Launchpad 2024-10-28T15:57:44Z https://help.smartvault.com/hc/en-us/articles/360051272993-Mapping-the-SmartVault-Drive-Using-Transmit 2025-02-12T01:12:16Z https://help.smartvault.com/hc/en-us/articles/360051273033-Delete-a-Client-from-SmartVault-Using-Connected-Desktop 2024-10-28T16:39:17Z https://help.smartvault.com/hc/en-us/articles/360051273053-What-is-a-User-License-What-can-they-do 2024-11-18T21:27:12Z https://help.smartvault.com/hc/en-us/articles/360051273073-What-is-a-Guest-User-License-What-can-they-do 2025-10-20T19:02:33Z https://help.smartvault.com/hc/en-us/articles/360051273113-Does-SmartVault-work-on-a-Mac 2024-10-28T15:54:36Z https://help.smartvault.com/hc/en-us/articles/360051273133-Can-I-use-SmartVault-to-host-my-QuickBooks-file 2024-10-15T18:14:26Z https://help.smartvault.com/hc/en-us/articles/360051273193-Resolving-the-This-application-does-not-have-permission-to-access-QuickBooks-0x8004041A-Error 2024-11-14T17:56:59Z https://help.smartvault.com/hc/en-us/articles/360051273213-SmartVault-Exceptions-for-the-Firewall 2025-10-08T15:53:57Z https://help.smartvault.com/hc/en-us/articles/360051273233-SmartVault-Desktop-Software-System-Requirements 2024-10-29T22:12:19Z https://help.smartvault.com/hc/en-us/articles/360051273253-QBO-Does-Not-Complete-Authorization-in-Chrome 2024-11-14T18:02:37Z https://help.smartvault.com/hc/en-us/articles/360051273273-Identifying-Emails-from-SmartVault 2024-12-13T22:15:01Z https://help.smartvault.com/hc/en-us/articles/360051273313-Resolving-the-COMException-0-80040414-Error 2024-11-14T17:57:23Z https://help.smartvault.com/hc/en-us/articles/360051273333-Saving-a-File-Without-Its-Properties 2024-10-15T18:49:23Z https://help.smartvault.com/hc/en-us/articles/360051273353-Change-the-Location-of-the-Upload-to-SmartVault-Folder 2024-10-28T15:31:43Z https://help.smartvault.com/hc/en-us/articles/360051273373-Troubleshooting-SmartVault-Toolbar-in-QuickBooks-Online 2025-09-03T16:45:54Z https://help.smartvault.com/hc/en-us/articles/360051273473-Troubleshooting-Outlook-Attach-File-Fails-with-SmartVault-Drive 2025-07-16T20:03:15Z https://help.smartvault.com/hc/en-us/articles/360051273513-Exporting-Data-from-the-Connected-Desktop 2025-05-06T14:17:20Z https://help.smartvault.com/hc/en-us/articles/360051273553-Print-from-the-Connected-Desktop 2024-11-11T20:29:30Z https://help.smartvault.com/hc/en-us/articles/360051273573-Understanding-Access-Levels-and-Roles-in-SmartVault 2026-01-12T22:27:37Z https://help.smartvault.com/hc/en-us/articles/360051273593-Sending-your-SmartVault-Logs-to-Support 2024-10-15T18:49:57Z https://help.smartvault.com/hc/en-us/articles/360051273613-Configuring-DMS-Migration-to-Share-Complete-Tax-Returns-with-Clients 2024-10-15T17:00:31Z https://help.smartvault.com/hc/en-us/articles/360051273713-What-You-Should-Know-about-Sharing-in-SmartVault 2024-10-15T16:17:17Z https://help.smartvault.com/hc/en-us/articles/360051273753-Naming-Vault-Folders-and-Documents 2025-06-17T14:47:40Z https://help.smartvault.com/hc/en-us/articles/360051273773-Using-Version-History-in-SmartVault 2024-10-28T22:06:41Z https://help.smartvault.com/hc/en-us/articles/360051273813-June-2020-Release-Notes 2024-09-10T17:27:45Z https://help.smartvault.com/hc/en-us/articles/360051273833-Enabling-or-Disabling-Access-to-the-Recycle-Bin-or-the-File-Version-History-for-Guests 2024-10-15T16:09:16Z https://help.smartvault.com/hc/en-us/articles/360051273853-Deleting-Files-and-Folders 2024-10-28T22:04:51Z https://help.smartvault.com/hc/en-us/articles/360051273933-Using-the-SmartVault-PDF-Printer-to-Upload-and-Organize-Files 2024-11-01T19:33:47Z https://help.smartvault.com/hc/en-us/articles/360051273973-Mapping-a-SmartVault-Drive-on-Windows-Server-2008-and-2012 2024-11-04T17:24:03Z https://help.smartvault.com/hc/en-us/articles/360051274013-Creating-a-Folder-in-the-SmartVault-Drive 2025-02-10T21:45:47Z https://help.smartvault.com/hc/en-us/articles/360051274033-Customizing-Client-Salutations-for-Email-Templates-in-SmartVault 2024-10-25T00:04:28Z https://help.smartvault.com/hc/en-us/articles/360051274073-Removing-the-Client-Copy-or-Government-Filing-Copy-from-Your-Tax-Return-Email-Template-When-Sending-a-Tax-Return-Email-Fails 2024-10-24T23:46:45Z https://help.smartvault.com/hc/en-us/articles/360051274093-Removing-an-Employee-from-Your-SmartVault 2025-03-31T16:31:32Z https://help.smartvault.com/hc/en-us/articles/360051274133-Customizing-Folder-Names-Within-SmartVault-Templates 2024-11-01T15:37:40Z https://help.smartvault.com/hc/en-us/articles/360051274153-Adding-Specific-Preparer-s-Names-to-Your-Email-Templates-for-Each-Client 2024-10-25T00:05:02Z https://help.smartvault.com/hc/en-us/articles/360051274173-Using-the-SmartVault-Dashboard-Account-Menu 2024-10-28T17:09:14Z https://help.smartvault.com/hc/en-us/articles/360051274193-Troubleshooting-Restoring-the-Mail-Recipient-Option-in-SmartVault-Connected-Desktop 2024-11-14T18:10:02Z https://help.smartvault.com/hc/en-us/articles/360051274213-Viewing-Client-information-in-the-SmartVault-Connected-Desktop 2025-06-25T14:58:24Z https://help.smartvault.com/hc/en-us/articles/360051274233-Troubleshooting-Resolving-the-Unhandled-Exception-Has-Occurred-In-Your-Application-Error 2025-12-08T18:21:27Z https://help.smartvault.com/hc/en-us/articles/360051274253-Switching-Accounts-in-the-Connected-Desktop 2024-10-28T15:18:32Z https://help.smartvault.com/hc/en-us/articles/360051274273-Sending-Files-from-the-SmartVault-Connected-Desktop-to-Your-Desktop 2025-02-11T19:56:10Z https://help.smartvault.com/hc/en-us/articles/360051274293-Searching-for-a-File-or-Folder-in-the-SmartVault-Connected-Desktop 2025-11-19T18:31:43Z https://help.smartvault.com/hc/en-us/articles/360051274313-Scanning-Documents-Using-the-SmartVault-Connected-Desktop-and-a-ScanSnap-Scanner 2024-10-15T18:35:11Z https://help.smartvault.com/hc/en-us/articles/360051274333-Scanning-Documents-Using-the-SmartVault-Connected-Desktop-and-a-Canon-P-215II-or-Canon-P-208II-Scanner 2024-10-28T17:17:11Z https://help.smartvault.com/hc/en-us/articles/360051274353-Saving-a-File-from-Connected-Desktop-to-Your-Computer 2025-02-11T19:56:10Z https://help.smartvault.com/hc/en-us/articles/360051274373-Renaming-Files-or-Folders-in-Connected-Desktop 2025-02-11T19:56:10Z https://help.smartvault.com/hc/en-us/articles/360051274393-Using-Refresh-to-View-Files-Added-to-a-Client-Vault-in-Connected-Desktop 2024-11-19T16:10:04Z https://help.smartvault.com/hc/en-us/articles/360051274413-Merging-Duplicate-Clients 2025-01-23T14:57:56Z https://help.smartvault.com/hc/en-us/articles/360051274453-Filtering-Clients-in-Client-List-by-Tax-Type 2024-10-24T23:45:55Z https://help.smartvault.com/hc/en-us/articles/360051274473-Deleting-a-Container-or-Vault-in-the-Files-View-of-Connected-Desktop 2025-02-11T19:56:10Z https://help.smartvault.com/hc/en-us/articles/360051274493-Adding-a-New-Vault-in-the-Files-View-of-Connected-Desktop 2024-10-28T15:28:26Z https://help.smartvault.com/hc/en-us/articles/360051274513-Using-SmartVault-s-Search-Bar-in-the-Clients-View-of-the-Connected-Desktop 2024-10-28T15:28:50Z https://help.smartvault.com/hc/en-us/articles/360051274533-Issues-Feature-in-the-Connected-Desktop 2024-10-28T15:29:11Z https://help.smartvault.com/hc/en-us/articles/360051274553-Using-Files-View-in-the-Connected-Desktop 2025-08-07T21:58:17Z https://help.smartvault.com/hc/en-us/articles/360051274573-Document-View-Pane 2024-10-28T15:29:58Z https://help.smartvault.com/hc/en-us/articles/360051274593-Troubleshooting-Cannot-Edit-Excel-Files-from-SmartVault-Drive 2024-10-28T16:01:38Z https://help.smartvault.com/hc/en-us/articles/360051274613-Troubleshooting-QuickBooks-Login-Errors 2024-11-14T17:57:46Z https://help.smartvault.com/hc/en-us/articles/360051274633-Troubleshooting-User-Authentication-Error 2024-11-14T18:21:19Z https://help.smartvault.com/hc/en-us/articles/360051274653-Resolving-the-The-Network-Path-was-Either-Typed-Incorrectly-does-not-Exist-or-Error 2024-11-14T18:21:47Z https://help.smartvault.com/hc/en-us/articles/360051274693-Resolving-the-System-Runtime-InteropServices-COMException-0x80040405-qbXML-components-have-not-been-installed-Error 2024-11-14T17:58:13Z 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https://help.smartvault.com/hc/en-us/articles/360051274953-Resolving-the-Object-Already-Exists-at-Csla-Server-Error 2024-11-14T18:16:15Z https://help.smartvault.com/hc/en-us/articles/360051274973-Troubleshooting-Network-Name-Cannot-be-Found-Error-Connecting-SmartVault-Drive 2025-06-30T18:59:28Z https://help.smartvault.com/hc/en-us/articles/360051274993-Resolving-the-Multiple-connections-to-a-server-or-shared-resource-by-the-same-user-using-more-than-one-user-name-are-not-allowed-Error 2024-11-14T18:23:03Z https://help.smartvault.com/hc/en-us/articles/360051275053-Managing-Client-Records-After-a-Divorce-in-ProSeries 2025-01-30T22:41:52Z https://help.smartvault.com/hc/en-us/articles/360051275073-Managing-Client-Records-After-a-Divorce-in-Lacerte 2025-01-30T22:41:07Z https://help.smartvault.com/hc/en-us/articles/360051275133-Installing-an-Alternative-SmartVault-Drive-Client 2024-11-15T22:27:46Z https://help.smartvault.com/hc/en-us/articles/360051275153-Troubleshooting-Slow-Document-Scanning-and-Large-File-Size 2024-10-28T17:16:12Z https://help.smartvault.com/hc/en-us/articles/360051275173-Troubleshooting-Failed-to-Scan-Document-in-SmartVault 2025-04-21T16:03:19Z https://help.smartvault.com/hc/en-us/articles/360051275193-Resolving-the-Failed-to-Attach-the-Document-Error 2024-11-14T18:01:47Z https://help.smartvault.com/hc/en-us/articles/360051275213-Resolving-the-SmartVault-Core-SV-ObjectAlreadyExists-Object-already-exists-Error 2024-11-14T18:18:30Z https://help.smartvault.com/hc/en-us/articles/360051275233-Release-Notes 2024-10-15T18:48:16Z https://help.smartvault.com/hc/en-us/articles/360051275273-Troubleshooting-SmartVault-Drive-Mapping-Errors 2024-11-14T18:23:25Z https://help.smartvault.com/hc/en-us/articles/360051275313-Changing-the-Ownership-Primary-Contact-of-a-SmartVault-Account 2026-01-12T17:35:08Z https://help.smartvault.com/hc/en-us/articles/360051275333-Troubleshooting-Cannot-Print-to-SmartVault-Integration-Queues-Folder-Missing-Error 2024-11-14T17:44:07Z https://help.smartvault.com/hc/en-us/articles/360051275413-Whitelisting-SmartVault-Email-for-Notifications 2024-10-15T16:16:42Z https://help.smartvault.com/hc/en-us/articles/360051275453-Signing-in-to-SmartVault-with-the-SmartVault-Launchpad 2024-10-28T15:58:16Z https://help.smartvault.com/hc/en-us/articles/360051275513-Session-Tokens-and-Auto-Log-Out 2024-12-02T16:44:02Z https://help.smartvault.com/hc/en-us/articles/360051275533-Resending-a-SmartVault-Activation-Link 2024-10-16T21:18:52Z https://help.smartvault.com/hc/en-us/articles/360051275573-Integrating-Lacerte-or-ProSeries-with-SmartVault 2025-10-13T17:00:38Z https://help.smartvault.com/hc/en-us/articles/360051275593-Manually-Checking-for-SmartVault-Updates 2025-02-10T21:56:40Z https://help.smartvault.com/hc/en-us/articles/360051275653-Using-Annotations-in-the-Connected-Desktop 2024-11-04T17:35:12Z https://help.smartvault.com/hc/en-us/articles/360051275733-Integrating-Hubdoc-with-SmartVault 2024-10-15T20:41:44Z https://help.smartvault.com/hc/en-us/articles/360051275753-Understanding-DocuSign-Envelopes-and-Knowledge-Based-Authentication-KBA 2024-10-28T17:25:31Z https://help.smartvault.com/hc/en-us/articles/360051275773-Purchasing-More-DocuSign-Envelopes-and-KBAs 2024-10-25T00:06:16Z https://help.smartvault.com/hc/en-us/articles/360051275793-Adding-Knowledge-Based-Authentications-KBAs-to-Documents-in-DocuSign 2025-06-16T19:03:55Z https://help.smartvault.com/hc/en-us/articles/360051275813-Choosing-SmartVault-s-E-Signature-Solution-Why-It-s-the-Right-Choice 2024-10-25T00:06:49Z https://help.smartvault.com/hc/en-us/articles/360051275833-Scanners-Supported-by-SmartVault 2024-11-12T17:02:02Z https://help.smartvault.com/hc/en-us/articles/360051275853-Scanning-Documents-Using-the-SmartVault-Inbox-and-a-ScanSnap-Scanner 2024-10-15T18:35:34Z https://help.smartvault.com/hc/en-us/articles/360051275873-Scanning-Documents-to-the-SmartVault-Toolbar-in-QuickBooks-with-ScanSnap 2024-10-15T18:35:55Z https://help.smartvault.com/hc/en-us/articles/360051275893-Creating-SmartVault-Profiles-for-ScanSnap-Scanners 2024-10-15T18:38:47Z https://help.smartvault.com/hc/en-us/articles/360051275913-Configuring-a-ScanSnap-Scanner 2025-11-24T15:06:11Z https://help.smartvault.com/hc/en-us/articles/360051275933-Scanning-Documents-Using-the-SmartVault-Inbox-and-a-Canon-P-215II-or-Canon-P-208II-Scanner 2024-10-28T17:17:33Z https://help.smartvault.com/hc/en-us/articles/360051275973-Creating-Shortcuts-for-Canon-P-215II-or-Canon-P-208II-Scanners 2024-10-28T17:17:56Z https://help.smartvault.com/hc/en-us/articles/360051275993-Scanning-Documents-Using-the-SmartVault-Inbox-and-TWAIN-Compliant-Scanners 2024-11-12T17:02:02Z https://help.smartvault.com/hc/en-us/articles/360051276033-Changing-Your-Email-Address 2025-06-03T15:00:02Z https://help.smartvault.com/hc/en-us/articles/360051276073-Uninstalling-and-Reinstalling-SmartVault 2024-10-28T15:56:17Z https://help.smartvault.com/hc/en-us/articles/360051276093-Removing-an-Administrator-from-SmartVault 2024-10-16T21:24:52Z https://help.smartvault.com/hc/en-us/articles/360051276133-Resolving-the-COMException-0x80040405-qbXML-Components-Have-Not-Been-Installed-Error 2024-11-14T18:00:03Z https://help.smartvault.com/hc/en-us/articles/360051276153-Supported-QuickBooks-Desktop-Transactions 2024-10-15T18:22:15Z https://help.smartvault.com/hc/en-us/articles/360051276173-Sharing-Attached-QuickBooks-Documents-with-Clients 2024-10-15T17:07:08Z https://help.smartvault.com/hc/en-us/articles/360051276193-Backing-Up-QuickBooks-Company-Files-in-SmartVault 2024-10-15T18:27:27Z https://help.smartvault.com/hc/en-us/articles/360051276233-Using-the-SmartVault-Outlook-Plug-in 2024-11-19T16:42:23Z https://help.smartvault.com/hc/en-us/articles/360051276253-SmartVault-Connected-Desktop-Glossary 2026-01-09T18:07:09Z https://help.smartvault.com/hc/en-us/articles/360051276273-A-Quick-Look-SmartVault-for-QuickBooks-Document-Management 2024-10-15T17:07:37Z https://help.smartvault.com/hc/en-us/articles/360051276293-Resolving-The-Remote-Name-Could-Not-Be-Resolved-Error 2024-11-14T18:23:48Z https://help.smartvault.com/hc/en-us/articles/360051276313-Force-Quitting-the-SmartVault-Desktop-Client 2024-10-28T15:59:01Z https://help.smartvault.com/hc/en-us/articles/360051276333-Release-Notes 2024-10-15T18:47:55Z https://help.smartvault.com/hc/en-us/articles/360051276393-Creating-a-Project 2024-10-24T23:56:09Z https://help.smartvault.com/hc/en-us/articles/360051276473-Troubleshooting-Client-ID-Already-Exists-Error 2025-04-21T22:27:28Z https://help.smartvault.com/hc/en-us/articles/360051276513-Uploading-a-TaxCalc-eSign-Envelope-to-SmartVault 2024-10-15T20:33:34Z https://help.smartvault.com/hc/en-us/articles/360051276533-Using-the-Connected-Desktop 2024-10-28T15:30:21Z https://help.smartvault.com/hc/en-us/articles/360051276573-Exporting-Your-Client-List-from-TaxCalc 2024-10-15T20:34:13Z https://help.smartvault.com/hc/en-us/articles/360051276593-Enable-2FA-to-Only-Use-Phone-for-Identity-Code-Guest-User 2025-11-04T00:27:16Z https://help.smartvault.com/hc/en-us/articles/360051276613-Securing-your-SmartVault-Guest-Account 2025-11-04T00:27:16Z https://help.smartvault.com/hc/en-us/articles/360051276633-Learning-About-the-SmartVault-Dashboard 2025-01-08T17:26:36Z https://help.smartvault.com/hc/en-us/articles/360051276653-Updating-Your-SmartVault-Plan-or-Billing-Cycle 2025-05-27T15:45:03Z https://help.smartvault.com/hc/en-us/articles/360051276693-Using-the-Client-List-Pane-in-the-Connected-Desktop-UK 2024-10-28T14:28:54Z https://help.smartvault.com/hc/en-us/articles/360051276713-SmartVault-Connected-Desktop-Glossary-UK 2024-10-28T14:26:38Z https://help.smartvault.com/hc/en-us/articles/360051276753-Adding-Engagements-to-Multiple-Clients-UK 2025-08-11T21:37:43Z https://help.smartvault.com/hc/en-us/articles/360051276773-Importing-New-Clients-via-a-CSV-File-UK 2024-10-15T20:22:12Z https://help.smartvault.com/hc/en-us/articles/360051276873-SmartVault-Dashboard-Navigation-Sidebar-UK 2024-10-28T14:37:08Z https://help.smartvault.com/hc/en-us/articles/360051276933-Adding-Client-Engagements-for-All-Clients 2024-11-01T16:08:54Z https://help.smartvault.com/hc/en-us/articles/360051276953-Changing-the-Portal-s-Time-Zone-Setting 2024-10-16T21:24:04Z https://help.smartvault.com/hc/en-us/articles/360051276973-Removing-Access-to-SmartVault-Folders-Vaults-or-Groups 2025-01-28T18:45:47Z https://help.smartvault.com/hc/en-us/articles/360051276993-Editing-Documents-in-the-SmartVault-Portal 2024-10-28T22:06:41Z https://help.smartvault.com/hc/en-us/articles/360051277053-Creating-New-Containers-and-Redistributing-Clients 2024-10-25T00:01:09Z https://help.smartvault.com/hc/en-us/articles/360051277073-Managing-and-Reducing-User-Licenses-in-SmartVault 2025-09-30T17:14:37Z https://help.smartvault.com/hc/en-us/articles/360051277113-Maximizing-SmartVault-on-Your-Mac 2024-10-15T17:01:26Z https://help.smartvault.com/hc/en-us/articles/360051277153-Clearing-the-Connected-Desktop-Cache 2025-01-08T00:37:02Z https://help.smartvault.com/hc/en-us/articles/360051277193-Backing-Up-Your-SmartVault-Account 2025-05-06T14:18:29Z https://help.smartvault.com/hc/en-us/articles/360051277213-Viewing-Account-and-Usage-Information-and-Adding-Licenses 2024-10-22T20:34:09Z https://help.smartvault.com/hc/en-us/articles/360051277233-Making-an-Employee-a-SmartVault-Administrator 2025-08-11T22:35:21Z https://help.smartvault.com/hc/en-us/articles/360051277253-Updating-Client-or-Company-Information-in-SmartVault 2024-10-28T16:41:58Z https://help.smartvault.com/hc/en-us/articles/360051277293-Troubleshooting-Errors-when-Uploading-a-File-to-the-Portal 2025-04-03T20:58:40Z https://help.smartvault.com/hc/en-us/articles/360051277313-Troubleshooting-Access-Denied-Your-Rights-May-Have-Changed-Error 2024-11-14T18:19:13Z https://help.smartvault.com/hc/en-us/articles/360051277373-Canceling-Your-SmartVault-Subscription 2025-04-02T18:25:05Z https://help.smartvault.com/hc/en-us/articles/360051277393-Resolving-the-Cannot-Print-Because-of-Missing-Integration-Queues-Folder-Error 2024-10-15T20:47:19Z https://help.smartvault.com/hc/en-us/articles/360051277413-Adding-a-Button-or-Link-to-SmartVault-from-Your-Website 2024-12-13T20:42:44Z https://help.smartvault.com/hc/en-us/articles/360051277553-Changing-or-Resetting-Your-SmartVault-Password 2026-03-10T20:01:40Z https://help.smartvault.com/hc/en-us/articles/360051277573-Understanding-Guests 2024-11-19T16:45:53Z https://help.smartvault.com/hc/en-us/articles/360051277633-Getting-Access-to-the-SmartVault-Inbox-as-a-Guest 2026-01-13T21:43:43Z https://help.smartvault.com/hc/en-us/articles/360051277673-Uploading-Files-to-SmartVault-with-the-Connected-Desktop 2025-03-27T17:12:27Z https://help.smartvault.com/hc/en-us/articles/360051277693-Uploading-Files-to-the-SmartVault-Portal 2024-11-11T16:15:09Z https://help.smartvault.com/hc/en-us/articles/360051277713-Managing-Client-Access-via-Manage-Group-Members 2024-10-25T00:02:00Z https://help.smartvault.com/hc/en-us/articles/360051277773-Working-with-Custom-Groups 2024-10-16T21:23:37Z https://help.smartvault.com/hc/en-us/articles/360051277813-Sharing-Files-from-the-Connected-Desktop 2025-04-09T20:34:32Z https://help.smartvault.com/hc/en-us/articles/360051277833-Managing-Folder-Access-and-Notifications 2025-01-24T19:50:35Z https://help.smartvault.com/hc/en-us/articles/360051277853-Customizing-Email-Templates-in-SmartVault 2025-01-08T17:17:14Z https://help.smartvault.com/hc/en-us/articles/360051277873-Managing-Your-Folder-Templates 2025-12-05T11:15:23Z https://help.smartvault.com/hc/en-us/articles/360051277893-Creating-Vaults-and-a-Folder-Structure-Using-the-SmartVault-Drive 2024-10-28T16:02:47Z https://help.smartvault.com/hc/en-us/articles/360051277913-Copying-Your-Existing-Folder-Structure-into-SmartVault 2025-06-17T00:11:47Z https://help.smartvault.com/hc/en-us/articles/360051277933-Sending-Tax-Returns-to-SmartVault-from-Lacerte 2024-10-15T20:47:39Z https://help.smartvault.com/hc/en-us/articles/360051277953-Printing-ProSeries-Tax-Organizers-in-SmartVault 2024-10-15T20:47:59Z https://help.smartvault.com/hc/en-us/articles/360051277973-Importing-Clients-in-Bulk-from-Intuit-Products-with-the-Import-Data-Tool 2025-09-30T17:21:21Z https://help.smartvault.com/hc/en-us/articles/360051278073-Sending-Links-to-Files-Using-the-Outlook-Plug-in 2024-12-13T18:08:09Z https://help.smartvault.com/hc/en-us/articles/360051278093-Requesting-Files-Using-the-SmartVault-Outlook-Plug-in 2024-10-28T16:19:36Z https://help.smartvault.com/hc/en-us/articles/360051278133-Attaching-a-Document-in-the-SmartVault-Inbox-to-a-QuickBooks-Entry 2024-10-15T17:08:53Z https://help.smartvault.com/hc/en-us/articles/360051278173-Attaching-Supporting-Documents-to-QuickBooks-Desktop-Transactions 2024-10-15T17:13:06Z https://help.smartvault.com/hc/en-us/articles/360051278193-Streamlining-Your-Work-with-Drag-and-Drop-in-SmartVault-s-Connected-Desktop 2024-10-28T15:19:45Z https://help.smartvault.com/hc/en-us/articles/360051278213-Applying-Custom-Branding-to-Your-SmartVault-Portal 2025-08-26T23:29:01Z https://help.smartvault.com/hc/en-us/articles/360051278233-Setting-Notifications-for-Folder-Templates-in-SmartVault 2025-01-09T22:39:17Z https://help.smartvault.com/hc/en-us/articles/360051278273-Managing-Email-Notifications-for-Folders-and-Vaults 2025-01-24T18:48:31Z https://help.smartvault.com/hc/en-us/articles/360051278313-Adding-Employees-to-Your-SmartVault-Account 2025-04-14T19:06:03Z https://help.smartvault.com/hc/en-us/articles/360051278333-Customizing-Your-SmartVault-User-Settings 2025-01-08T17:26:36Z https://help.smartvault.com/hc/en-us/articles/360051278353-Installing-the-SmartVault-Desktop-Software 2025-10-20T19:34:24Z https://help.smartvault.com/hc/en-us/articles/360051278393-Replacing-a-Lacerte-or-ProSeries-Client-ID-in-SmartVault 2025-09-26T00:12:07Z https://help.smartvault.com/hc/en-us/articles/360052223794-Uploading-Files-as-a-Guest-User 2026-03-05T21:31:34Z https://help.smartvault.com/hc/en-us/articles/360052225514-Viewing-Your-Files-as-a-SmartVault-Guest-User 2026-03-11T20:47:57Z https://help.smartvault.com/hc/en-us/articles/360052225914-Downloading-and-Locating-Your-Files-as-a-Guest-User 2026-03-10T19:25:46Z https://help.smartvault.com/hc/en-us/articles/360052707093-July-2020-Release-Notes 2024-09-10T17:28:18Z https://help.smartvault.com/hc/en-us/articles/360052987093-Using-SmartVault-as-a-Guest-User 2026-03-11T18:23:40Z https://help.smartvault.com/hc/en-us/articles/360053122314-Getting-Started-for-Business 2024-12-05T15:18:52Z https://help.smartvault.com/hc/en-us/articles/360053122754-SmartVault-Academy 2024-10-15T16:57:43Z https://help.smartvault.com/hc/en-us/articles/360053161753-August-2020-Release-Notes 2024-09-10T17:29:37Z https://help.smartvault.com/hc/en-us/articles/360053414493-Understanding-the-Assign-Employees-Feature 2024-10-16T21:25:18Z https://help.smartvault.com/hc/en-us/articles/360053910213-Getting-Started-for-Accountants-UK 2024-12-04T17:26:45Z https://help.smartvault.com/hc/en-us/articles/360053910733-Getting-Started-for-Accountants 2025-09-12T15:30:59Z https://help.smartvault.com/hc/en-us/articles/360054139914-Contact-Us 2025-09-12T17:02:24Z https://help.smartvault.com/hc/en-us/articles/360055059974-Outlook-Plugin-Installation-Error-Unable-to-install-an-application-because-an-application-with-the-same-identity-is-already-installed 2024-11-14T18:24:56Z https://help.smartvault.com/hc/en-us/articles/360055572474-SmartVault-Training-Offerings 2025-10-06T15:43:13Z https://help.smartvault.com/hc/en-us/articles/360055757573-Troubleshooting-Dashboard-Page-Not-Loading-Kaspersky-Total-Security-2020 2025-04-03T22:16:43Z https://help.smartvault.com/hc/en-us/articles/360056531034-Understanding-SmartVault-Licensing 2024-11-15T22:29:11Z https://help.smartvault.com/hc/en-us/articles/360058011514-Managing-your-SmartVault-Subscription-UK 2025-04-02T18:26:15Z https://help.smartvault.com/hc/en-us/articles/360059510634-Outlook-Plugin-Error-The-PIN-being-used-for-has-not-been-authorized-through-the-SmartVault-Web-Portal 2024-11-14T18:25:16Z https://help.smartvault.com/hc/en-us/articles/360059865174-TaxCalc-Integration-Adding-a-client-to-SmartVault-from-within-TaxCalc 2026-01-09T00:49:40Z https://help.smartvault.com/hc/en-us/articles/360060133793-November-2020-Release-Notes 2024-09-10T17:29:03Z https://help.smartvault.com/hc/en-us/articles/360060615494-January-2021-ECR-Release-Notes 2024-09-10T17:25:29Z https://help.smartvault.com/hc/en-us/articles/1500000237702-Integrating-your-SmartVault-Account-with-TaxCalc 2025-06-03T15:00:02Z https://help.smartvault.com/hc/en-us/articles/1500000959321-SmartVault-and-Intuit-Lacerte-Integration-Workflow 2025-10-13T17:00:38Z https://help.smartvault.com/hc/en-us/articles/1500001250202-SmartVault-and-Intuit-ProSeries-Integration-Workflow 2025-10-13T17:00:38Z https://help.smartvault.com/hc/en-us/articles/1500001538562-January-2021-Release-Notes 2024-09-10T17:25:59Z https://help.smartvault.com/hc/en-us/articles/1500002443941-SmartVault-and-QuickBooks-Integration-Workflow 2026-01-08T01:24:20Z https://help.smartvault.com/hc/en-us/articles/1500003705602-February-2021-Release-Notes 2024-09-10T17:24:58Z https://help.smartvault.com/hc/en-us/articles/1500003996402-Getting-Started-with-SmartVault-Certified-Vault 2024-10-28T15:07:01Z https://help.smartvault.com/hc/en-us/articles/1500004816021-March-2021-Release-Notes 2024-09-10T17:26:29Z https://help.smartvault.com/hc/en-us/articles/1500005343401-VC-Migration-Onboarding-Stages-and-Migration-Process 2024-10-15T19:10:26Z https://help.smartvault.com/hc/en-us/articles/1500005943181-About-the-SmartVault-Virtual-Cabinet-Migration-Process 2024-10-15T19:10:51Z https://help.smartvault.com/hc/en-us/articles/1500006336601-Exploring-the-SmartVault-Inbox 2024-10-28T16:04:02Z https://help.smartvault.com/hc/en-us/articles/1500006724981-Importing-Data-Using-the-SmartVault-Import-Data-Tool 2024-10-15T16:59:20Z https://help.smartvault.com/hc/en-us/articles/1500010685441-Getting-Started-with-SmartVault-Request-Docs 2025-11-13T17:43:46Z https://help.smartvault.com/hc/en-us/articles/1500011847222-May-2021-Release-Notes 2024-09-10T17:24:26Z https://help.smartvault.com/hc/en-us/articles/1500012357521-Responding-to-a-Document-Request-in-SmartVault 2025-11-13T17:44:56Z https://help.smartvault.com/hc/en-us/articles/4403070351511-Creating-a-ScanSnap-Profile-for-the-iX1500-Scanner 2024-10-15T18:41:13Z https://help.smartvault.com/hc/en-us/articles/4403383549847-June-2021-Release-Notes 2024-09-10T17:23:59Z https://help.smartvault.com/hc/en-us/articles/4403790180759-Adding-DocuSign-to-Your-SmartVault-Account 2024-10-28T17:27:16Z https://help.smartvault.com/hc/en-us/articles/4404562294807-July-2021-Release-Notes 2024-09-10T17:23:27Z https://help.smartvault.com/hc/en-us/articles/4404781104919-Managing-Your-Files-and-Folders 2024-12-12T15:07:38Z https://help.smartvault.com/hc/en-us/articles/4405716654999-August-2021-ECR-Release-Notes 2024-09-10T17:22:57Z https://help.smartvault.com/hc/en-us/articles/4407071133847-August-2021-Release-Notes 2024-09-10T17:22:26Z https://help.smartvault.com/hc/en-us/articles/4407447844759-Archiving-and-Restoring-Clients 2025-06-03T15:00:03Z https://help.smartvault.com/hc/en-us/articles/4408540616343-Getting-Started-with-the-SmartVault-Outlook-Plug-in 2024-10-28T16:19:53Z https://help.smartvault.com/hc/en-us/articles/4409285994519-September-2021-ECR-Release-Notes 2024-09-10T17:21:56Z https://help.smartvault.com/hc/en-us/articles/4412847453847-Understanding-the-Client-Management-View 2024-10-28T16:42:17Z https://help.smartvault.com/hc/en-us/articles/4413234437911-November-2021-Connected-Desktop-Release-Notes 2024-09-10T17:21:32Z https://help.smartvault.com/hc/en-us/articles/4413996508311-November-2021-Release-Notes 2024-09-10T17:20:46Z https://help.smartvault.com/hc/en-us/articles/4418739987863-January-2022-Release-Notes 2024-09-10T17:20:14Z https://help.smartvault.com/hc/en-us/articles/4420137582743-Identifying-your-Billing-System 2024-10-29T16:49:18Z https://help.smartvault.com/hc/en-us/articles/4487597277335-SmartVault-Service-Offerings-US 2024-10-15T16:58:55Z https://help.smartvault.com/hc/en-us/articles/4490839698967-February-2022-Release-Notes 2024-09-10T17:19:44Z https://help.smartvault.com/hc/en-us/articles/5021980977815-Integrating-Liscio-with-SmartVault 2024-10-15T20:52:14Z https://help.smartvault.com/hc/en-us/articles/5675976987799-April-2022-Release-Notes 2024-09-10T17:19:19Z https://help.smartvault.com/hc/en-us/articles/5699365612823-Changing-your-View-Preferences 2025-01-08T17:26:36Z https://help.smartvault.com/hc/en-us/articles/6449481432215-Updating-your-SmartVault-Billing-Address 2024-11-19T15:23:19Z https://help.smartvault.com/hc/en-us/articles/7436265462807-June-2022-Release-Notes 2024-09-10T17:18:18Z https://help.smartvault.com/hc/en-us/articles/8109472318359-Requesting-Documents-with-Request-Docs 2025-11-13T17:51:06Z https://help.smartvault.com/hc/en-us/articles/8115395997719-Managing-Requests-in-Request-Docs 2025-11-21T01:10:06Z https://help.smartvault.com/hc/en-us/articles/8300073121943-Quickly-Accessing-Your-Favorite-Folders-with-Shortcuts-in-SmartVault 2024-10-28T22:07:53Z https://help.smartvault.com/hc/en-us/articles/8853533256727-Getting-Started-with-Docdown 2024-10-28T17:19:34Z https://help.smartvault.com/hc/en-us/articles/8853630599319-Setting-Up-your-Docdown-Account 2024-10-28T17:20:33Z https://help.smartvault.com/hc/en-us/articles/8854732142615-Getting-to-know-the-Docdown-Platform 2024-10-28T17:20:51Z https://help.smartvault.com/hc/en-us/articles/8854845685911-Docdown-Overview 2024-10-28T17:21:43Z https://help.smartvault.com/hc/en-us/articles/8856143295511-Creating-your-First-Fillable-PDF 2024-10-28T17:22:13Z https://help.smartvault.com/hc/en-us/articles/8856345449879-Managing-Documents-with-Docdown 2024-10-28T17:23:17Z https://help.smartvault.com/hc/en-us/articles/8878637279639-August-2022-Release-Notes 2024-09-10T17:17:41Z https://help.smartvault.com/hc/en-us/articles/8903553315095-Setting-Up-your-Quoters-Account 2025-06-03T15:00:02Z https://help.smartvault.com/hc/en-us/articles/8905402581655-Adding-Vaults-and-Containers 2024-10-28T22:02:27Z https://help.smartvault.com/hc/en-us/articles/8932152981527-Actions-and-Properties 2024-10-28T22:02:13Z https://help.smartvault.com/hc/en-us/articles/9069615444887-Sales-Tax-FAQ 2024-10-15T19:07:08Z https://help.smartvault.com/hc/en-us/articles/9258451825431-Understanding-Folder-Templates 2024-11-01T19:42:13Z https://help.smartvault.com/hc/en-us/articles/9259112479895-Creating-Multi-Year-Engagement-Templates 2024-10-24T23:58:36Z https://help.smartvault.com/hc/en-us/articles/9308912423319-Sending-Tax-Returns-to-SmartVault-from-ProSeries 2025-02-05T14:21:59Z https://help.smartvault.com/hc/en-us/articles/9326836264343-Finding-Your-Lacerte-and-ProSeries-Tax-Returns-in-SmartVault 2024-10-15T20:45:35Z https://help.smartvault.com/hc/en-us/articles/9360255962263-Troubleshooting-Errors-Adding-Employees 2024-10-15T20:14:59Z https://help.smartvault.com/hc/en-us/articles/9656392277399-Getting-Started-with-Quoters 2024-10-15T18:32:27Z https://help.smartvault.com/hc/en-us/articles/9657752880023-Getting-to-Know-the-Quoters-Platform 2024-10-15T18:32:58Z https://help.smartvault.com/hc/en-us/articles/9659843474583-Creating-Proposals-with-Quoters 2024-10-15T18:33:26Z https://help.smartvault.com/hc/en-us/articles/9665044046999-Exploring-the-Quoters-Editor 2024-10-15T18:33:52Z https://help.smartvault.com/hc/en-us/articles/9677257692055-Sharing-a-Proposal-with-your-Clients-within-SmartVault 2024-10-15T18:34:18Z https://help.smartvault.com/hc/en-us/articles/9760998236951-October-2022-Release-Notes 2024-09-10T17:16:03Z https://help.smartvault.com/hc/en-us/articles/10165475727383-Sending-Organizers-to-your-Clients-in-Client-Management 2026-01-06T21:43:18Z https://help.smartvault.com/hc/en-us/articles/10165952578327-Exporting-and-Managing-Financial-Statements-in-Client-Management 2024-10-24T23:42:32Z https://help.smartvault.com/hc/en-us/articles/10166630826391-Exporting-and-Managing-Organizers-in-Client-Management 2024-10-24T23:42:56Z https://help.smartvault.com/hc/en-us/articles/10167233638807-Troubleshooting-Organizer-Email-Errors 2024-11-14T18:26:29Z https://help.smartvault.com/hc/en-us/articles/10171087114903-Tagging-Your-Documents-in-SmartVault 2024-10-24T23:11:35Z https://help.smartvault.com/hc/en-us/articles/10171321234839-Tagging-Tax-Returns-Organizers-and-Financial-Statements-for-Client-Emails 2024-10-24T23:12:03Z https://help.smartvault.com/hc/en-us/articles/10171361603095-Sending-Financial-Statements-in-Client-Management 2024-10-24T23:43:22Z https://help.smartvault.com/hc/en-us/articles/10171785160215-Sending-Financial-Statement-Reminder-Emails-in-Client-Management 2024-10-28T16:23:35Z https://help.smartvault.com/hc/en-us/articles/10171997265047-Sending-Tax-Returns-in-Client-Management 2024-10-24T23:40:56Z https://help.smartvault.com/hc/en-us/articles/10172488268439-Exporting-and-Filtering-Tax-Returns-in-Client-Management 2024-10-24T23:41:25Z https://help.smartvault.com/hc/en-us/articles/10612813239319-Installing-the-SmartVault-Application-within-Rightworks 2024-10-15T20:52:46Z https://help.smartvault.com/hc/en-us/articles/11598251357591-January-2023-Release-Notes 2024-09-03T20:18:14Z https://help.smartvault.com/hc/en-us/articles/12130736074519-Uploading-an-Archived-QuickBooks-Company-File 2024-10-15T18:28:04Z https://help.smartvault.com/hc/en-us/articles/12251003821079-Making-Changes-to-PDF-Files-in-the-Connected-Desktop 2025-10-08T13:55:40Z https://help.smartvault.com/hc/en-us/articles/12979733971863-March-2023-Connected-Desktop-Release-Notes 2024-09-03T20:17:51Z https://help.smartvault.com/hc/en-us/articles/13822543439127-March-2023-Release-Notes 2025-08-27T18:26:01Z https://help.smartvault.com/hc/en-us/articles/14869782968343-Getting-Started-with-SmartRouting 2025-05-22T19:50:00Z https://help.smartvault.com/hc/en-us/articles/15357078286871-SmartRouting-Documenttype-Parameter-Reference-Tables 2025-05-22T19:50:00Z https://help.smartvault.com/hc/en-us/articles/15501370616983-June-2023-Release-Notes 2024-09-03T20:14:10Z https://help.smartvault.com/hc/en-us/articles/15585507527063-Activating-and-Using-your-SmartVault-Guest-Account 2025-11-04T00:27:16Z https://help.smartvault.com/hc/en-us/articles/16117587998999-Restoring-a-Client-from-the-Recycle-Bin 2024-11-20T15:57:53Z https://help.smartvault.com/hc/en-us/articles/16215985934359-Exporting-your-List-of-Clients-from-SmartVault 2024-10-28T16:28:34Z https://help.smartvault.com/hc/en-us/articles/16822620832663-August-2023-Release-Notes 2024-09-03T20:13:46Z https://help.smartvault.com/hc/en-us/articles/17799851895703-SmartVault-Training-Offerings-for-TaxCalc-Customers 2024-10-10T20:59:52Z https://help.smartvault.com/hc/en-us/articles/17803176940311-SmartVault-Training-Offerings-for-Rightworks-Customers 2024-10-15T20:37:28Z https://help.smartvault.com/hc/en-us/articles/18168761486999-Deleting-Engagements-in-SmartVault 2024-10-28T22:04:51Z https://help.smartvault.com/hc/en-us/articles/18208395604503-October-2023-Release-Notes 2024-09-03T20:13:26Z https://help.smartvault.com/hc/en-us/articles/18234618897943-Managing-Employees-in-SmartVault 2024-10-25T00:02:42Z https://help.smartvault.com/hc/en-us/articles/18235628374807-Exporting-Assigned-Clients 2024-10-16T21:24:31Z https://help.smartvault.com/hc/en-us/articles/19619441847447-Recreating-a-Client-in-SmartVault 2024-10-28T15:08:20Z https://help.smartvault.com/hc/en-us/articles/19623901363607-Configuring-UltraTax-for-SmartRouting 2025-05-22T19:50:00Z https://help.smartvault.com/hc/en-us/articles/19646849675799-Enabling-SmartRouting-and-Adding-Formulas 2025-06-03T15:00:03Z https://help.smartvault.com/hc/en-us/articles/19647254242455-Managing-and-Viewing-SmartRouting-Printed-Forms 2025-05-22T19:50:00Z https://help.smartvault.com/hc/en-us/articles/20453389121815-January-2024-Release-Notes 2024-09-03T20:12:42Z https://help.smartvault.com/hc/en-us/articles/20508868515223-Changing-Email-Notification-Frequency 2024-10-16T21:27:53Z https://help.smartvault.com/hc/en-us/articles/21145772855447-Integrating-Lacerte-and-ProSeries-with-SmartVault-in-Rightworks 2024-10-15T20:53:11Z https://help.smartvault.com/hc/en-us/articles/21362775937303-Quoters-Additional-Resources 2024-10-15T18:31:13Z https://help.smartvault.com/hc/en-us/articles/21810678378263-Docdown-Formulas-and-Expressions 2024-10-28T17:18:56Z https://help.smartvault.com/hc/en-us/articles/21835399972503-Adding-Conditional-Logic-to-Your-Forms-with-Docdown 2024-10-28T17:19:15Z https://help.smartvault.com/hc/en-us/articles/22169359394711-February-2024-Release-Notes 2024-09-03T20:12:23Z https://help.smartvault.com/hc/en-us/articles/22813874226583-Troubleshooting-Saving-Files-with-Special-Characters-in-SmartVault 2024-11-14T18:26:07Z https://help.smartvault.com/hc/en-us/articles/22975116197527-Archiving-and-Restoring-Request-Docs 2025-11-13T17:49:28Z https://help.smartvault.com/hc/en-us/articles/23326934230807-Managing-Linked-Clients-in-SmartVault 2025-06-27T16:15:16Z https://help.smartvault.com/hc/en-us/articles/23475827621399-May-2024-Release-Notes 2025-05-19T21:14:25Z https://help.smartvault.com/hc/en-us/articles/23619155762199-Getting-Started-with-the-Standard-Plan 2024-12-05T18:10:57Z https://help.smartvault.com/hc/en-us/articles/23633459790999-Getting-Started-with-Liscio 2026-02-23T17:04:27Z https://help.smartvault.com/hc/en-us/articles/24916864551831-FAQs-and-Troubleshooting-Guide-Guest-Users 2026-03-10T22:16:06Z https://help.smartvault.com/hc/en-us/articles/25228233421079-July-2024-Release-Notes 2024-10-21T18:15:15Z https://help.smartvault.com/hc/en-us/articles/25843130773015-Backing-Up-Your-Documents-Standard-Plan 2025-05-06T14:34:22Z https://help.smartvault.com/hc/en-us/articles/26200698903447-Granting-Access-to-a-User-by-Group-Membership-Standard-Plan 2024-10-14T21:44:49Z https://help.smartvault.com/hc/en-us/articles/26352053628695-Tax-Readiness-Resources-Tax-Season-2025-2026 2025-08-28T20:54:43Z https://help.smartvault.com/hc/en-us/articles/26357688570007-Adding-Your-SmartVault-Academy-Certificate-to-LinkedIn 2024-10-10T21:05:51Z https://help.smartvault.com/hc/en-us/articles/27170450424855-Printing-to-SmartVault-from-Thomson-Virtual-Office-CS 2025-12-09T21:04:34Z https://help.smartvault.com/hc/en-us/articles/27257901269527-Adding-Users-to-Your-SmartVault-Account-Standard-Plan 2025-01-23T23:05:15Z https://help.smartvault.com/hc/en-us/articles/27285799245591-Adding-Clients-to-Your-SmartVault-Account-Standard-Plan 2024-10-24T22:14:30Z https://help.smartvault.com/hc/en-us/articles/27288376139927-Creating-and-Managing-Folders-in-SmartVault-Standard-Plan 2024-10-28T22:02:27Z https://help.smartvault.com/hc/en-us/articles/27301626182167-Inviting-Clients-to-Access-Their-Vault-Standard-Plan 2025-01-28T18:36:46Z https://help.smartvault.com/hc/en-us/articles/27545459746583-Combining-Multiple-PDFs-in-SmartVault-Using-the-Connected-Desktop 2024-11-04T17:35:12Z https://help.smartvault.com/hc/en-us/articles/27552065289367-Printing-with-SmartRouting-in-Your-Tax-Software 2025-05-22T19:50:00Z https://help.smartvault.com/hc/en-us/articles/27713611872791-Printing-and-Uploading-Files-to-SmartVault-Using-the-Upload-to-SmartVault-Folder 2025-01-08T19:31:35Z https://help.smartvault.com/hc/en-us/articles/27720286595991-Sending-File-Links-in-SmartVault-Standard-Plan 2024-12-03T17:37:34Z https://help.smartvault.com/hc/en-us/articles/27736662469399-Scanning-Documents-into-SmartVault-Using-the-Connected-Desktop 2024-11-12T17:02:02Z https://help.smartvault.com/hc/en-us/articles/27809789348759-October-2024-Release-Notes 2024-11-25T16:49:43Z https://help.smartvault.com/hc/en-us/articles/27814749513111-Using-the-Email-Link-Feature-in-the-Connected-Desktop-Standard-Plan 2024-12-03T17:42:28Z https://help.smartvault.com/hc/en-us/articles/27936238834199-Using-the-Recycle-Bin-to-Recover-Clients-Vaults-Folders-and-Files-in-the-Standard-Plan 2025-04-14T19:12:14Z https://help.smartvault.com/hc/en-us/articles/28107437430935-Uploading-Files-to-SmartVault-Standard-Plan 2024-11-27T16:25:53Z https://help.smartvault.com/hc/en-us/articles/28112505417111-Viewing-Activity-Logs-Standard-Plan 2025-05-27T22:11:06Z https://help.smartvault.com/hc/en-us/articles/29425233158551-January-2025-Release-Notes 2025-01-23T14:45:38Z https://help.smartvault.com/hc/en-us/articles/29912096335639-Understanding-the-Public-Documents-and-Internal-Documents-Vaults-in-SmartVault 2025-02-11T19:56:10Z https://help.smartvault.com/hc/en-us/articles/30042437726743-February-2025-Docdown-Release-Notes 2025-02-20T17:37:47Z https://help.smartvault.com/hc/en-us/articles/30830477498007-Uploading-Documents-from-Mobile-Devices-in-SmartVault 2026-02-18T15:49:35Z https://help.smartvault.com/hc/en-us/articles/31324096313239-System-Requirements-for-SmartScan 2026-01-21T22:37:36Z https://help.smartvault.com/hc/en-us/articles/32081380102551-Customizing-SmartRouting-Formula-Mappings-in-SmartVault 2025-06-09T16:49:26Z https://help.smartvault.com/hc/en-us/articles/32219998721559-May-2025-Release-Notes 2025-06-03T15:00:04Z https://help.smartvault.com/hc/en-us/articles/34544949343383-September-2025-Release-Notes 2025-09-03T16:40:33Z https://help.smartvault.com/hc/en-us/articles/35121482811159-Getting-Started-with-SmartRequestAI 2026-03-09T23:50:21Z https://help.smartvault.com/hc/en-us/articles/35218990296855-FAQ-My-CPA-closed-their-practice-How-do-I-access-my-tax-returns 2025-09-26T14:27:39Z https://help.smartvault.com/hc/en-us/articles/35308335399959-Creating-a-SmartRequest 2026-03-05T22:11:36Z https://help.smartvault.com/hc/en-us/articles/35317657673879-Managing-SmartRequests 2026-03-05T22:11:48Z https://help.smartvault.com/hc/en-us/articles/35355773932567-Reviewing-Client-SmartRequest-Submissions 2026-03-06T00:37:01Z https://help.smartvault.com/hc/en-us/articles/35498063292183-Getting-Started-with-ProConnect-and-SmartVault-Integration 2025-10-13T19:29:31Z https://help.smartvault.com/hc/en-us/articles/35505735444375-Integrating-ProConnect-Tax-Online-with-SmartVault 2025-10-13T19:30:45Z https://help.smartvault.com/hc/en-us/articles/35594587095063-Printing-or-Routing-Tax-Returns-to-SmartVault-from-ProConnect 2025-10-13T19:31:52Z https://help.smartvault.com/hc/en-us/articles/36003440274071-Understanding-Doc-Requests-in-SmartVault-for-Guest-Users 2025-11-13T17:41:57Z https://help.smartvault.com/hc/en-us/articles/36071943996311-Responding-to-a-SmartRequest-Questionnaire-in-SmartVault 2026-01-30T14:58:27Z https://help.smartvault.com/hc/en-us/articles/36300257556503-November-2025-Release-Notes 2025-11-13T17:38:18Z https://help.smartvault.com/hc/en-us/articles/36555793915799-Purchasing-SmartRequests-in-SmartVault 2026-03-05T22:10:35Z https://help.smartvault.com/hc/en-us/articles/36738984793879-Configuring-UltraTax-to-Use-SmartRequestAI 2026-03-05T22:12:18Z https://help.smartvault.com/hc/en-us/articles/36865717942807-Tagging-the-Client-Copy-of-the-1040-for-SmartRequestAI 2026-03-09T13:57:56Z https://help.smartvault.com/hc/en-us/articles/37065415587607-SmartRequestAI-Set-Up-and-Success-Guide 2026-03-09T16:47:41Z https://help.smartvault.com/hc/en-us/articles/37779903110551-Acting-as-the-Taxpayer-in-SmartRequests 2026-03-05T22:11:36Z https://help.smartvault.com/hc/en-us/articles/37781912504343-Sending-a-SmartRequest-Back-to-the-Taxpayer 2026-03-05T22:11:36Z https://help.smartvault.com/hc/en-us/articles/37873470006935-Printing-Tax-Returns-in-SmartVault 2026-03-09T16:47:56Z https://help.smartvault.com/hc/en-us/articles/37939361858455-January-2026-Release-Notes 2026-01-30T14:53:12Z https://help.smartvault.com/hc/en-us/articles/38343264972183-February-2026-Release-Notes 2026-03-09T13:52:28Z https://help.smartvault.com/hc/en-us/articles/38647784511895-Uploading-and-Sharing-Documents-in-SmartVault 2026-02-26T16:21:37Z https://help.smartvault.com/hc/en-us/articles/38834027229719-Manually-Tagging-Documents-in-SmartVault 2026-03-09T13:57:01Z https://help.smartvault.com/hc/en-us/sections/360009358594-Account-Management 2026-01-12T22:27:37Z https://help.smartvault.com/hc/en-us/sections/360009358614-Billing 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