Applies to both tax and accounting plans
Using the Dashboard, you can add new engagements to 50 clients at a time. The client list in the Dashboard displays 50 clients per page, and you can select all clients or any combination of each 50 clients displayed at a time to add various engagements.
- Sign in the the Client Portal.
- Right click on your account and select View Dashboard.
- Click on Clients.
- To select all clients on a page, click checkbox icon on the menu bar.
- To select only specific clients, click checkbox icon on each specific client.
- When you've selected the appropriate clients, click Create new engagements.
- On the next screen, first select the type of engagement to add to these clients.
- Then, select the year, or other frequency (quarterly, monthly), if applicable, for these engagements.
- Click Save engagement.
- A window opens to verify that each client receives this new engagement.
- Use the navigational menu at the bottom of the client list to continue to the next 50 clients in your SmartVault account.
- Repeat the process for each additional page of clients.