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Explore the SmartVault Launchpad

Overview

This page will give you an overview of the different tools and settings available through the SmartVault Launchpad.  

 


 

Feature

Tools for All SmartVault Plans

SmartVault Portal
  • This is a shortcut that launches your preferred web browser and takes you to the login screen for the SmartVault Portal.  
  • The Portal allows you to organize, share, view, and store your documents online.  
  • You can also manage your SmartVault account and perform administrative tasks, such as view your Activity Log or recover a file from the Recycle Bin, through the Portal
  • For a glossary of SmartVault Portal terms, please click here.
SmartVault Inbox
  • Used to quickly scan, upload, or download files without going through the SmartVault Portal.
  • Available to all users, but requires the user to be logged in to the Launchpad to work.
  • Mostly used by Client and Guest users to scan and upload supporting documents to be attached to transactions or entries in QuickBooks or Reckon Accounts.
SmartVault Drive
  • Maps SmartVault as a networked hard drive available through Windows Explorer.
  • Available to all users types except Guests, but requires the user to be logged in to the Launchpad to work.
  • Allows you to open and save files directly into SmartVault or quickly copy files and folders in to or out of SmartVault by dragging and dropping.
Scanner Integration
  • If your scanner uses TWAIN drivers, you do not need to install these scanner profiles.
  • Some scanners use proprietary software that will not natively scan into SmartVault, so we have created profiles for the two most popular proprietary software packages: Canon CaputureOnTouch and Fujitsu ScanSnap.
Back Up QuickBooks Data
  • Used to create manual backups of your Reckon Accounts company files and save them to SmartVault
  • You must be signed in to the Launchpad and the QuickBooks or Reckon Accounts company file must be closed (all users in a multi-user environment must have the file closed) for the manual backup option to work.
  • To schedule automatic backups, you must go through the Backups tab within SmartVault User Settings.


Tools for Importing & Sharing Data

SmartVault Connected Desktop
  • This is a shortcut that launches the SmartVault Connected Desktop application.
  • The Connected Desktop is available to Administrators, Users, and Clients (not Guests) on SmartVault Tax Plans or new Accounting Plans started after August 2015.
  • The Connected Desktop allows you to easily scan, upload, email, and share documents.
  • You can also search for clients and documents, edit PDFs, create new client engagements, or export your client data from the Connected Desktop.
Import Data
  • In Business and Accounting plans: allows you to import client contact information from Microsoft Outlook, eFileCabinent, or Excel if saved in CSV format.
  • In Tax plans: allows client contact information to be imported from Intuit ProSeries, Lacerte, or DMS as well as from CSV files.  Also imports client files and historical data from DMS.
  • Allows you to import data from multiple sources and multiple DMS databases and consolidate that data in one SmartVault account.
  • Client contact information can be imported from Lacerte or ProSeries 2013 or later.



User Settings, Support Links, Optional Plugins

SmartVault Support
  • Takes you to SmartVault's Customer Center:  support.smartvault.com
  • You can search SmartVault's Knowledge Base articles or submit a support ticket.
SmartVault User Settings
  • Allows you to change the default settings for your user account.
  • Preferences tab:  Set the Launchpad to remember your credentials or change the colors of the SmartVault Toolbar within QuickBooks or Reckon Accounts.
  • Scanners tab:  Change the default settings for your scanner when scanning to SmartVault.
  • Backups tab:  Select which QuickBooks or Reckon Accounts company files you would like to automatically backup to SmartVault and the frequency of those backups.
  • Confirmations tab:  Set default responses to most common pop-up windows associated with SmartVault.
  • Engagements tab:  Allows you to control which engagement types are available when you right-click on a client within the Connected Desktop.
  • Extensions tab:  Allows you to grant or deny SmartVault the ability to import from or integrate with 3rd party files or programs.
  • Advanced tab:  Used to resolve intermittent connectivity issues with SmartVault.  
Get Outlook Plug-in
  • Shortcut to the SmartVault for Outlook Plugin page with a training video and download button.

Considerations

You must have the SmartVault for Windows application downloaded and installed to gain access to the SmartVault Launchpad.  

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Last modified
20:15, 26 Apr 2016

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