Customer Center
Help Topics
Self-Help Guides
Home > SmartVault Connected Desktop > Connected Desktop Features > Client List Pane

Client List Pane

Table of contents

Overview

The Client List pane organizes all of your clients in one place. When you click a client in the Client List, the client's files and folders display in the Document View pane.

Feature

Client_List.png

The Client List pane displays a list of your clients, as well as their associated Client ID and Tax Type if the client was imported from Lacerte or ProSeries.

Client_List_Columns.png

Some examples of Tax Type are:

  • Benefit
  • Corporate
  • Estate
  • Exempt
  • Individual
  • Partnership

 

The Search Bar uses these columns to search your Client List to quickly find and display a client.

Click on a client in the Client List to display that client's files and folders in the Client View pane.

Client_List_Active_Client.png

Click on a client to display that client's name in the top of the Document View pane. You can work with that client's files and folders in the Document View pane.

For clients with an imported Client ID from Lacerte or ProSeries, you can add a new tax engagement from the Client List. If you manually create a client in the client portal, or if a client does not have a Client ID for any reason, you cannot select the New Engagement option.

Client_List_Add_Engagement.png

Select a year for the new tax engagement to create a new folder structure for the year you choose. Using your folder template settings, Connected Desktop generates the new folders for TY14 since this example used 2014 as the new engagement year.

Client_List_New_Engagement.png

You can export one or more of your clients' data to your computer for local backup or for working on files offline. For a detailed process for working with files offline, see Working Offline with Client Files.

Client_List_Export_Data.png

Click Export Data to open the Export Data window.

Client_List_Export_Data_Window.png

The Export Data window allows you to export one or more of your clients to your computer or a USB hard drive. The export process copies the exact folder structure and files for a client (or multiple clients) from SmartVault to the destination you choose.

Client_List_Exported_Data.png     Client_List_Export_Data_In_Client_List.png

You must to post a comment.
Last modified
11:41, 31 Oct 2014

Tags

This page has no custom tags.

Classifications

This page has no classifications.