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SmartVault QuickStart Pro

Congratulations on your SmartVault purchase!

Your next step to getting the most value out of your SmartVault experience is taking advantage of one of our On-boarding and Training packages. Our QuickStart Pro (Setup and Admin training service package is specially designed to get the big features you need configured and learn how to navigate SmartVault so you can start using right away.



Installation & Configuration
(30 minute session)¹

Administrative Training

(30 minute session)


Staff Training

(1 hour group session)

  • SmartVault Software
  • Custom Branding
  • Email Templates
  • Tax Software Integration
  • PDF Printer
  • Scanner Integration
  • Launchpad
  • Portal
  • Connected Desktop
  • Dashboard Overview
  • Folder Templates Overview
  •  Team Workflow Overview
  • 90 Days of Unlimited Access to SmartVault Live Training Suite
  • Over 20 Specialized Training Courses

1Limit: Client installation on 1 administrator machine


  • SmartVault login – make sure you have activated your SmartVault access
  • Custom Logo (logo should be 3.5 in wide x 5/8 in tall)
  • Color palette – colors you’re using on your current website


  • Initiation of QuickStart service shall normally be scheduled within 10 business days of date of purchase
  • Installation, Configuration, and Admin Training shall normally be completed within 10 days of service delivery start date


Scope of Service Limits:

  • 1 SmartVault account
  • Client installation of SmartVault software on 1 administrator machine
  • 1-on-1 training limited to the sessions and times outlined above



  1. SmartVault Delivery Expectations:
    • Completion of most QuickStart Services within 30 days from date of payment
    • Offer service delivery start date within 10 business days from date of payment
    • Response time of less than 24 hours during normal business days for status updates or schedule change requests
  2. Customer Participation Expectations:
    • Completion of QuickStart Service within 60 days from service delivery start date
    • Customer may, at the time of purchase, request to postpone service delivery start date up to 90 days after date of payment
    • Availability to schedule service delivery start date within 10 business days from date of purchase
    • 24 hours advance notice if appointment requires rescheduling (missed scheduled appointments will incur a $25 charge)
    • 48 hour response time to requests from migration specialist (delayed customer response times will result in project implementation delays beyond the control of the SmartVault migration team and may impact your completion date)
  3. Refund Policy:
    • Customer is entitled to a 100% refund of all service fees prior to Service Delivery Start Date
    • Upon initiation of service delivery start date, SmartVault shall consider payment for services complete and final
    • If customer abandons QuickStart after service delivery start date and fails to notify SmartVault of customer intent to postpone QuickStart implementation, customer’s payment for services shall be non-refundable after 60 days from service delivery start date or 90 days from date of purchase, whichever comes first
  4. Charges for Service:
    • Additional service charges may be incurred during your QuickStart.  All additional charges will be provided to customer in writing prior to initiation of charge

      $200   per Hour Custom Staff Training Session

      $100   per Hour 1-on-1 training (after included configuration and administrative training)

      $  25   per User Live Group Training Suite (90 days of unlimited access included with purchase)

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Last modified
21:08, 27 Jun 2017


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