- Managing your Account
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Sign-In and Password
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Downloading Desktop Software
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Dashboard Overview
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Desktop Shortcut Overview
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Custom Branding
- Adding Users
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Adding Employees
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Adding Clients-Dashboard
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Adding Clients via a .CSV File
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Inviting Clients
- Folder Set-Up
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Understanding Engagements and Projects
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Adding Engagements
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Editing Engagements
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Add an Ad-Hoc Folder
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Adding Projects
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Editing Projects
- Adding Documents
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Uploading a Document
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Scan a Document
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Drag and Drop
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Print to SmartVault
- Share Documents
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Send Link
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Email Document Link
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Mail Recipient
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DocuSign and SmartVault
- Additional Features
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Email Templates
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Activity Log
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Recycle Bin
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Internal and Public Documents
Administrators: UK Accounting Pro
Course to help train administrators of UK Accounting Pro accounts
This course is designed for the administrators of your SmartVault account to learn how to utilize SmartVault UK Accounting Pro! If you are utilizing SmartVault with TaxCalc, please make sure to sign up for our SmartVault UK TaxCalc course to help you gain a deeper knowledge of the software!