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SmartVault QuickStart Pro: File Cabinet CS

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 Onboarding and Training packages.  Moving from FileCabinet CS is a difficult procedure, but well worth it.  Our QuickStart service package for FileCabinet CS customers is specially designed for you.

 

INCLUDED IN SERVICE PACKAGE:
 

Installation & Configuration
(30 minute session)¹
 

Administrative Training

(30 minute session)

  • SmartVault Software
  • Custom Branding
  • Email Templates
  • Tax Software Integration
  • PDF Printer
  • Scanner Integration
 
  • Launchpad
  • Portal
  • Connected Desktop
  • Dashboard Overview
  • Folder Templates Overview

Staff Training

(1 hour group session)

  DMS Migration
  • Team Workflow Overview
  • 90 Days of Unlimited Access to SmartVault Live Training Suite
  • Over 20 Specialized Training Courses
 
  • Installation of Bulk file upload tool2
  • Import of Clien Vaults
  • File Cabinet CS Data Extraction3
  • Mapping of Clients

1Limit: Client installation on 1 administrator machine
2Limit: One FileCabinet CS Database
3Limit: Up to 500 Clients or 50 GB of data, whichever limit is reached first – additional clients or data is extra


 

WHAT WE NEED FROM YOU:

  • Able to create a backup of all clients from FCCS to a local machine
  • Able to upload data to SmartVault or send encrypted drive with data to SmartVault
  • Availability to provide additional information for clients who did not match during mapping process
  • Able to download files from current data source into standard Windows Folder Structure
     

TIME TABLE FOR COMPLETION OF WORK:

  • Initiation of QuickStart service shall normally be scheduled within 10 business days of date of purchase
  • Data migration shall normally be completed less than 10 business days after receiving customer data
  • Installation, Configuration, and Admin Training shall normally be completed simultaneously with data migration
  • Depending on the complexity of your data source, we estimate the customers time commitment to be 2 to 5 hours of interaction with the SmartVault QuickStart team for your migration.

 

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:
    • 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. (We will, as a courtesy, allow a one-time free reschedule or missed appointment, after that, any reschedule or missed appointment will result in a $25 surcharge)
    • 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
    • Customer is entitled to a 25% refund of all service fees prior to substantial completion of QuickStart service work
    • Upon substantial completion of work, 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.
      • $199 Setup plus one-on-one training
      • $ 25 per Appointment missed or reschedule request, after one-time free reschedule.
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Last modified
12:16, 24 May 2017

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