Home > SmartVault Dashboard > SmartVault Dashboard How-To Guides > Managing and Inviting Lacerte or ProSeries Tax Clients

Managing and Inviting Lacerte or ProSeries Tax Clients

Overview

2014_Sept_AppliesToTaxPlans.PNG

Once you've been able to integrate with Lacerte and ProSeries and import your Tax clients into SmartVault, you can invite them to access their files within SmartVault. You may want to review and customize the email template before you invite your clients. You can also use the default email templates provided by SmartVault.

 

The clients you invite can access their files stored in SmartVault. This feature allows you to share tax documents and returns with your clients.

Steps

To invite one client at a time, use these steps. 

Method 1

  1. Sign into the SmartVault Online Portal
  2. On the left side of the screen, Right-Click  on the blue globe  icon. 
  3. Click on View Dashboard



     
  4. Click Clients.

    CP_Client_Icon.png
     
  5. Select each client you want to invite, and then click Invite clients.


     
  6. You are prompted to confirm that you want to invite clients. Click OK.


     
  7. SmartVault displays a confirmation message similar to the following image.



    Review the confirmation message, and then click Close.
  8. If your account contains more than 50 clients, you will need to navigate to the next page of clients to continue inviting additional clients. Click the next arrow to move to the next page.

    CP_Next_50_Clients.png
     
  9. On the next page, repeat the steps to select and invite clients on this page. Navigate through each page of your Client List and use these steps until you've finished inviting clients.

 

Method 2

  1. Open the Connected Desktop.
  2. Right click on the client you want to invite and select Open Client in Portal. Your browser will open on the Client Info page in the Dashboard. You may need to sign in to the SmartVault Portal if you haven't yet signed in.

    2015_May_CP_Connected_Desktop_Portal.PNG
     
  3. Click Invite Client on the top left portion on the page.

    2015_May_CP_Client_Page_Dashboard.PNG
     
  4. A status window informs you if the invitation was submitted.

    2015_May_CP_Invite_Status.PNG

 

If you are inviting multiple clients at once, you can use these steps to send out invitations in bulk:

  1. Right click on your account and select View Dashboard.

    P_Add_Client_View_Dashboard.png
     
  2. Click Clients.

    CP_Client_Icon.png
     
  3. The Clients List in SmartVault displays a maximum of 50 clients at a time. If your account contains more than 50 clients, you will need to invite the clients on each individual page.
  4. Click on the Select All icon to select all of the clients on this current page.

    CP_Over_50_Clients_Select_All.png
     
  5. Click Invite clients.

    CP_Select_All_Invite_Clients.png
     
  6. You are prompted to confirm that you want to invite clients. Click OK.

    CP_Invite_Clients_Are_You_Sure.png
     
  7. SmartVault displays a confirmation message similar to the following image.

    CP_Invite_Clients_Select_All_Confirmation.png
     
  8. If your account contains more than 50 clients, you will need to navigate to the next page of clients to continue inviting additional clients. Click the next arrow to move to the next page.

    CP_Next_50_Clients.png
     
  9. On the next page, repeat the steps to select and invite all clients on this page. Navigate through each page of your Client List and use these steps until you've finished inviting clients.
     

 

You can confirm each client has access to his or her files by selecting the appropriate folder for a client, and then reviewing the Access and Notifications Settings information for that folder.

CP_Access_and_Notification_Settings_Underlined.png

CP_Access_and_Notification_Edit.png

Considerations

Through the invitation process, SmartVault sets the file and folder permissions to the recommended levels based on the default template. If you would like, you can customize permissions in SmartVault for each of your clients. SmartVault also allows your clients to upload files for you, such as copies of receipts and other documents.

 

Return to the Getting Started Guide Contents for Tax Accountants

You must to post a comment.
Last modified
13:48, 21 Oct 2016

Tags

Classifications

This page has no classifications.