Accounting Pro Plans

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Intuit Users

This course is designed for our SmartVault users who also utilize Intuit products

UltraTax Users

This course is designed for our SmartVault users who also utilize UltraTax

All Others

This course is designed for our SmartVault users who also utilize tax software other than Intuit or UltraTax

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.

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

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

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

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

Intuit Staff/Employee Accounting Pro

Administrators: Standard Plan

Administrators: Standard Plan

Course designed for SmartVault Administrators with Standard Plans

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

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

Advanced Staff/Employee Accounting Pro

SmartVault Folder Templates

A brief overview of SmartVault Folder Templates and updates/changes that can be made.

Administrator Advanced

Administrator Advanced Features

Administrator Advanced Features

Course designed to help you navigate SmartVault advanced features on an administrators account

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

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

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

Staff/Employee Accounting Pro

Administrators: UK Accounting Pro

Administrators: UK Accounting Pro

Course to help train administrators of UK Accounting Pro accounts

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

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

Staff/Employee UK Accounting Pro TaxCalc

Administrators: UK TaxCalc Plans

Administrators: UK TaxCalc Plans

Course to help train administrators of UK TaxCalc Plans

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

Administrator Business Pro