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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.

 

INCLUDED IN SERVICE PACKAGE: 2 SESSIONS
 

SESSION: 1   SESSION: 1   SESSION: 2

Installation
&

 Configuration
(30 minute)¹

 

Administrative Training

(45 minute)

 

Staff Training

      (1 hour group session)

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

1Limit: Client installation on 1 administrator machine
 

WHAT WE NEED FROM YOU:

  • 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
     

TIME TABLE FOR COMPLETION OF WORK:

  • Initiation of QuickStart service shall normally be scheduled within 10 business days of date of purchase
  • Installation, Configuration, and Admin Training is usually completed within 1 session
  • After the Staff Training, we will offer a 30 min Follow Up session at no additional charge

 

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

 

TERMS OF SERVICE:

  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:
    • Customer must be available to complete the QuickStart Service within 30 days from service delivery start date.
    • Customer may, at the time of purchase, request to postpone service delivery start date up to and no more than 30 days, after date of payment.
    • Availability to schedule service delivery start date within 10 business days from date of purchase.
    • 24 hours advance notice to reschedule a service appointment.  Missed appointments will be assessed a $25 re-booking fee.
    • Customer will forfiet all payments of QuickStart if for any reason, misses multiple appointments or chooses not to complete the services within 30 days of payment.
       
  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 purchase date and fails to notify SmartVault of customer intent to postpone QuickStart implementation, customer’s payment for services shall be non-refundable after 30 days from purchase date.
       
  4. Additional 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 missed appointment (without 24 hours prior notice to reschedule)

 

SmartVault reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Service, at any time.

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Last modified
13:04, 4 Oct 2017

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