If you want to start small and build out your SmartVault vault and folder structure slowly and organically, create at least two vaults and a handful of folders to start. Then start adding your documents to SmartVault and sharing your documents with other users. For more information, see “Best Practice: Create a Couple of Vaults and Folders to Start”.
- If you have an existing file and folder structure you want to quickly move into SmartVault, first create the vaults you want to use to store your documents in, and then copy your existing folders and files into SmartVault. For more information, see “Best Practice: Create Vaults First, Then Copy Your Existing Folders and Files Into the Vaults”.
- If you want to create a new file and folder structure for documents stored in SmartVault, quickly build out the new vault and folder structure you want to use on your local computer, and then use the SmartVault Drive to upload your new structure into SmartVault. For more information, see “Best Practice: Create New Vault and Folder Structures On Your Local Computer First”
- If you want to use a consistent vault and folder structure across clients or projects, consider creating one or more template vault and folder structures. Then, when you bring a new client on board or create a new project, you can quickly build out the vault and folder structure you need by copying your template vault and folder structure and then pasting it into a new location in SmartVault. For more information, see “Best Practice: Create Vault and Folder Templates”.
- If you use QuickBooks or Reckon Accounts, consider creating your vault and folder structure based on whether or not QuickBooks/Reckon company files will be shared between QuickBooks or Reckon users at an accounting or bookkeeping services firm and QuickBooks users at the client company. For more information, see “Best Practice (Reckon and QuickBooks Users): Vault Structure for Sharing Company Files” .
Your account representative is the best person to help you create an efficient Vault and folder structure. Feel free to contact them by email or by phone.
Although the methods documented in this article are applicable to any SmartVault user in certain cases, Tax and Accounting plan users create folder templates and manage access through those templates. Instead, see:
Creating Vaults and Folders:
Import Clients from Lacerte or ProSeries (Tax only)
Import Files from Intuit DMS (Tax only)
Granting Access to Vaults and Folders:
Inviting a Client (Tax and Accounting)
Inviting an Employee (Tax and Accounting)