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What is SmartVault used for?

What is SmartVault used for?

SmartVault is the all-in-one solution for online document storage and secure file sharing. Now’s the time to standardize and digitize your workflow with the only solution that’s built for accounting and business professionals.

How do I get rid of SmartVault?

Sign in to the SmartVault Portal. Click on your initials at the top of the screen, and click Settings. Click Close Account under Manage Account. You will be prompted to confirm that you want to close your account.

How much is SmartVault cost?

SmartVault pricing starts at $20.00 per user, per month. They do not have a free version. SmartVault offers a free trial.

Is SmartVault secure?

Your Data is Secure While at Rest SmartVault encrypts your documents and all information stored in our databases at rest. The data is encrypted using AES-256. More details can be found in our Security FAQ.

Does SmartVault have an app?

An app is also available for Android and iOS devices. The firm-side view of the SmartVault Dashboard offers a client list, with functions for searching, ending files to clients, creating client engagements, accessing internal documents or public documents folders, and folder and email templates.

How do I upload files to SmartVault?

Uploading a File from Your Computer

  1. Sign in to the SmartVault Portal.
  2. Select the folder where you will upload the document.
  3. Click the Select files to upload icon. You can also click the browse link or drag and drop files from your computer to the folder.
  4. Select the file(s) and click Open.

How do I delete data from Vault?

Delete Files from a Vault

  1. Select a file or folder.
  2. From the Edit menu, select Delete. or. Right-click the file, and then select Delete. You are prompted to confirm deletion.
  3. Click Yes to delete the file or folder from the vault.

How do I download SmartVault?

Download the installation file from the Settings page

  1. Sign in to the SmartVault Portal.
  2. Click on your initials at the top of the screen, and click Settings.
  3. Click MS Windows under SmartVault Apps for.
  4. Click Download SmartVault for Microsoft Windows.
  5. Run the installer file.

How do I download SmartVault app?

Does SmartVault work with UltraTax?

SmartVault integrates with several third-party tax and accounting applications including QuickBooks, QuickBooks Online, TaxCalc, Xero, FreshBooks, Drake, UltraTax, CCH, Intuit ProSeries and Lacerte, Salesforce, Method CRM, Results CRM and several hosting providers.

How do I upload a document to a portal?

Uploading Files to a Portal

  1. If you have access to multiple portals, verify that you are logged in to the correct portal.
  2. Select the folder you want to upload the file to.
  3. Click or tap Upload or the button.
  4. Navigate to and select the files to upload.
  5. Click or tap Upload All in the Upload Queue.

What happens if I uninstall vault?

Uninstalling Vault Server will not remove vault data. If Vault Server is uninstalled, the SQL server directory and file stores will remain intact. However, Autodesk strongly recommends backing up all databases and necessary files prior to making any changes to the installation of Vault Server.

Is vault a safe app?

First, there’s Vault – Hide Pics & Videos, App Lock, Free Backup, an app that has been downloaded and installed 50 million times. It has been identified as either malware or spyware, but instead of removing the app from Google Play, developer cxzh.

Is there a SmartVault app?

SmartVault’s native app lets you take SmartVault with you and access your documents no matter where you are. Using SmartVault on your mobile device is like having a whole filing cabinet and a mail room right inside your pocket!

How do I invite a client to the tax Dome?

Navigate to the Info tab of the client profile (available once you’ve created an account). 2. If you’ve already linked the account to one or more contacts, you’ll see them in the Contacts section. Turn on the LOGIN toggle next to each contact you want to give portal access to.

How do I start TaxDome?

Getting Started

  1. Firm Registration (Sign Up)
  2. Signing In to TaxDome.
  3. Custom Website (Basic): Add a TaxDome Login Link.
  4. TaxDome Dictionary.
  5. Your First Week With TaxDome: Onboarding Checklist.
  6. CRM (Basic): Add Client Accounts.
  7. Your Dashboard.
  8. Get Help and Tech Support.

Does SmartVault integrate with Drake Software?

SmartVault integrates with Drake Software to provide built-in document management for the software. You can print, share, and automatically route tax files from tax software to the correct folder in SmartVault.

What is the easiest way to upload documents?

Using the camera on your smart phone or tablet: o Install any free scanning app. Recommended apps include Google Drive, CamScanner, and Genius Scan. o Using the scanning app, take pictures of each page of the document and save it as a PDF. o Save the PDF in a location on your device that’s easily accessible.

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