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Create New Vault and Folder Structures on your Local Computer First

Overview

If you want to create and build out a new vault and folder structure for managing your documents in SmartVault, first create your vault and folder structure on a drive on your local computer.

Guidance

You can quickly create your vault and folder structure on your local computer, as well as quickly modify or delete folders on your local computer as needed using Windows Explorer or Mac Finder. When you have the initial structure you want, you can quickly and easily copy or copy and paste the vault and folder you developed on your local computer into SmartVault using the SmartVault Drive.

See Map the SmartVault Drive.

Considerations


This method is NOT for use with Tax Plan users. As a Tax Plan user, you create and provide access to vaults by inviting your employees and your tax clients. Instead, see:

 

Creating Vaults and Folders:

Import Clients from Lacerte or ProSeries

Import Files from Intuit DMS

 

Granting Access to Vaults and Folders:

Inviting a Tax Client

Inviting an Employee

 

See the Getting Started Guide for Lacerte and ProSeries for help with setting up your account as a tax professional.

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