Accounting Pro Plans
Accounting Pro Plans
These courses are designed for our SmartVault users on an Accounting Pro Plan
Business Pro Plans
Business Pro Plans
These courses are designed for our SmartVault users on a Business Pro Plan
Standard Plans
Standard Plans
These courses are designed for our SmartVault users on a Standard/Unstructured Plans
UK Plans
UK Plans
These courses are designed for our SmartVault users on our UK plans (TaxCalc and others)
SmartVault Additional Features
SmartVault Additional Features
These courses are designed to help you dive deeper into your SmartVault journey
Docdown
Docdown
Course to help train on the feature add-on of Docdown. If you purchased Docdown, or are interested in learning more, please take this course.
FREE
Add-On
Staff and Employees: Business Professional
Staff and Employees: Business Professional
These courses are designed for SmartVault staff and employees and will provide insight to utilizing SmartVault Business Professional Accounts
FREE
Business Pro Staff/Employee
Staff and Employee: Accounting Pro UltraTax Users
Staff and Employee: Accounting Pro UltraTax Users
Course to help train the staff and employees of Accounting Pro accounts with the UltraTax integration
FREE
UltraTax Staff/Employee Accounting Pro
Staff and Employees: Standard Plans
Staff and Employees: Standard Plans
Course designed for SmartVault Staff and Employees with Standard Plans
FREE
Staff/Employee Standard
Staff and Employees: Accounting Pro Intuit Users
Staff and Employees: Accounting Pro Intuit Users
Course to help train the Staff and Employees of Accounting Pro accounts with the Inuit integration
FREE
Intuit Staff/Employee Accounting Pro
Administrators: Standard Plan
Administrators: Standard Plan
Course designed for SmartVault Administrators with Standard Plans
FREE
Administrator Standard
Administrators: Accounting Pro UltraTax Users
Administrators: Accounting Pro UltraTax Users
Course to help train administrators of Accounting Pro accounts with the UltraTax integration
FREE
Administrator UltraTax Accounting Pro
Staff and Employee Advanced Features
Staff and Employee Advanced Features
Course designed to help you navigate SmartVault advanced features on Staff and Employee accounts
FREE
Advanced Staff/Employee Accounting Pro
SmartVault Folder Templates
SmartVault Folder Templates
A brief overview of SmartVault Folder Templates and updates/changes that can be made.
FREE
Administrator Advanced
Administrator Advanced Features
Administrator Advanced Features
Course designed to help you navigate SmartVault advanced features on an administrators account
FREE
Administrator Advanced
Administrators: Accounting Pro Intuit Users
Administrators: Accounting Pro Intuit Users
Course to help train administrators of Accounting Pro accounts with the Inuit integration
FREE
Administrator Intuit Accounting Pro
Administrators: Accounting Pro Non-Intuit Users
Administrators: Accounting Pro Non-Intuit Users
Course to help train administrators of Accounting Pro accounts with the Inuit integration
FREE
Administrator Accounting Pro
Staff and Employee: Accounting Pro Other Tax Software
Staff and Employee: Accounting Pro Other Tax Software
Course to help train the staff and employees of Accounting Pro accounts
FREE
Staff/Employee Accounting Pro
Administrators: UK Accounting Pro
Administrators: UK Accounting Pro
Course to help train administrators of UK Accounting Pro accounts
FREE
Administrator UK Accounting Pro
Staff and Employee: UK Accounting Pro
Staff and Employee: UK Accounting Pro
Course to help train staff/employees of UK Accounting Pro accounts
FREE
Staff/Employee UK Accounting Pro
Staff and Employees: UK TaxCalc Plans
Staff and Employees: UK TaxCalc Plans
Course to help train staff/employees of UK TaxCalc Plans
FREE
Staff/Employee UK Accounting Pro TaxCalc
Administrators: UK TaxCalc Plans
Administrators: UK TaxCalc Plans
Course to help train administrators of UK TaxCalc Plans
FREE
UK Accounting Pro TaxCalc
Administrator: Business Professional
Administrator: Business Professional
These courses are designed for SmartVault Administrators and will provide insight to utilizing SmartVault Business Professional Accounts
FREE
Administrator Business Pro