- Hello and Welcome!
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Welcome to SmartVault Academy (1 minute video) 🎥
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How to use SmartVault Academy (1 minute read📖)
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SmartVault Glossary of Terms
- Onboarding and Software Configuration
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What you will Learn: Onboarding and Software Configuration
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SmartVault Package Download and Purpose (2 minute read📖)
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Logging in Online (1 minute read📖)
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Where to Get Help? (2 minute read 📖)
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Online Portal Walkthrough (2 minute video 🎥)
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Custom Branding Your Online Portal(5.5 minute video 🎥)
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Adding Your Employees (4 minute video 🎥)
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Client Management (5 minute video 🎥)
- SmartVault Structure and Organization
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What you will Learn: SmartVault Structure and Organization
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Files and Folders (6 minute video 🎥)
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Files and Folders Management (5 minute read 📖)
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Purpose of Engagements (4 minute read 📖)
- Connected Desktop and Client Import
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What you will Learn: Connected Desktop and Client Import
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Connected Desktop, What is It? (5 minute article)
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Connected Desktop Overview (6 minute video 🎥)
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Importing Clients in Bulk: non-Intuit users (5 minute video 🎥)
- Day-to-Day Work
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What you'll learn in this Section: Day-to-Day Work
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Document Management and Getting Docs into a Vault (3.5 minute video 🎥)
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Scanning Files (2 minute read 📖)
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SmartRouting, UltraTax, and SmartVault (2 minute read 📖)
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SmartRouting Enablement (2 minute read 📖)
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SmartRouting and UltraTax Printing Setup (4 minute read 📖)
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SmartRouting first Usage (2 minute video 🎥)
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SmartRouting Printing to SmartVault (3 minute video 🎥)
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SmartVault PDF Printer (4.5 minute video 🎥)
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Sharing Information with Clients (5 minute read 📖)
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Connected Desktop Tips and Tricks (3 minute read 📖)
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Your Account Employees/Staff (2 minute read 📖)
- Client Experience
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What you will Learn: Client Experience
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Inviting a Client and Their Set-Up (2.5 minute video 🎥)
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Getting Started for Guest Users (4 minute video 🎥)
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End of Course Survey
Administrators: Accounting Pro UltraTax Users
Course to help train administrators of Accounting Pro accounts with the UltraTax integration
This course is designed for the administrator of your SmartVault account to learn how to utilize SmartVault Accounting Pro with the UltraTax ! If you are not utilizing UltraTax, please sign up either the Intuit integration course, or non-Intuit course to help you gain a deeper knowledge of the software!