- 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 Installation (3 minute read📖)
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SmartVault Launchpad 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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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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Integrating Lacerte or ProSeries with SmartVault
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Importing Clients From Intuit Products (3.5 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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SmartVault PDF Printer (4.5 minute video 🎥)
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Printing From Intuit Software (3.5 minute video 🎥)
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Printing with Intuit Special Cases (3 minute read 📖)
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Sharing Information with Clients (5 minute read 📖)
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Connected Desktop Tips and Tricks (3 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
Staff and Employee: Accounting Pro Intuit Integration (Right Networks)
Course to help train staff and employees of Accounting Pro accounts with the Intuit integration
If you purchased your SmartVault account from Right Networks, this is the place for you!
This course is designed for the staff and employees of your SmartVault account to learn how to utilize SmartVault Accounting Pro with the Intuit integration built in! If you are a non-Intuit user, please sign up for the Accounting Pro Staff and Employee, Non-Intuit to help you gain a deeper knowledge of the software!