- Managing your Account
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Sign-In and Password
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Downloading Desktop Software
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Desktop Shortcut Overview
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Dashboard Overview
- TaxCalc Integration
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Integrating TaxCalc with SmartVault
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Exporting your Client Lists from TaxCalc
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Adding Individual Clients to SmartVault from TaxCalc
- Adding Users
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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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Add an Ad-Hoc Folder
- 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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Activity Log
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Recycle Bin
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Internal and Public Documents
Staff and Employees: UK TaxCalc Plans
Course to help train staff/employees of UK TaxCalc Plans
This course is designed for the staff and employees of your SmartVault account to learn how to utilize SmartVault UK with TaxCalc! If you are not utilizing SmartVault with TaxCalc, please make sure to sign up for our SmartVault UK Accounting Pro course to help you gain a deeper knowledge of the software!