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Tips before working with data from Lacerte or ProSeries

Table of contents

Overview

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It is important to be prepared properly before using our system. The main things to consider are opening a trial account, watching a demo or webinar, making sure your account is activated and then to install the software.
 

Tips Before You Begin Setup

 

1.Open a Trail SmartVault Account
If you have not yet started a free trial, go to http://www.smartvault.com/lacerte and click the Free Trial button.
 

2.Watch a Demo or Webinar
http://www.smartvault.com/lacerte

Vaidate Client Contacts (in Lacerte or ProSeries)
1. Contact Names
2. Contact E-Mail Address
3. Salutation (depending on tax type)
4. Spouse Name and E-Mail (for individual tax clients)

SmartVault will use these email address to invite your client contacts to use the SmartVault Portal.
Identify Internal Users by E-Mail Address


3.Make sure your account has been activated

1. Go to the SmartVault Portal: my.smartvault.com
2. If you are already signed in, then sign out.
3. Sign in to make sure your account has been activated.


4.Make sure the SmartVault Desktop Software has been installed.
-Look for the SmartVault Launchpad.

-Look for the SmartVault System Tray Icon.

-Signing in to the SmartVault Desktop Software will also double check to make sure your account has been activated.
 

Considerations

This overview applies to all Tax plans.

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Last modified
10:20, 25 Aug 2016

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