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Getting Started for Accountants

Getting Started with SmartVault

For Accountants

Let's Get Started...

Whether you're looking for live instructor-led training, chapter-based video tutorials, or a DIY self-service approach, we've got you covered. The links below are designed primarily for accountants and bookeepers. They can also be used by tax preparers who don't use Intuit Lacerte or Proseries products. Choose your preferred training method:



Video Tutorials 
Browse our tutorial library to learn how to get started with each feature. Watch Now >>


Getting Started Guides 
Follow step-by-step instructions for getting started, including screen shots. Read Now >>


Live Training
Join a live, instructor-led training session with a SmartVault Customer Care Hero. Register Now >>

One on One
SmartVault QuickStart Service - get a jump start with a profession trainer Learn How >>


Questions? Need help?

Our Customer Care team is ready to lend a hand.