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SmartVault Release Notes for January 2015

January 2015 SmartVault Service Updates


Release Date: January 21, 2015


This release introduces new features for SmartVault customers on the Tax Plan:


Changes to SmartVault:


Lacerte 2014 now offers SmartVault as a default print option

With the latest release for Lacerte 2014, you can now set SmartVault to automatically be enabled as a print option on the various types of tax returns you print. Additionally, you can now print to SmartVault from all print settings within Lacerte 2014.


You can now print from anywhere with the SmartVault Print Driver

With the new SmartVault Print Driver, you can print directly to SmartVault from any application that allows you to print – for example, any of the programs in the Microsoft Office suite or older versions of Lacerte and ProSeries. The SmartVault Print Driver generates a PDF file and uploads to SmartVault using one of three applications: the Inbox, the QuickBooks Toolbar, or the Connected Desktop. SmartVault selects the application according to the application in which you are currently working. If you are using a combination of these applications at the same time, SmartVault prompts you to pick which application you want to use for uploading the printed PDF.


You can add a Seasonal Worker license to your SmartVault account

We’ve added a new license type available to SmartVault Tax Plan customers. With the Seasonal Worker license, you can give your temporary employees access to your SmartVault account without purchasing an additional User license. With the purchase of a Seasonal Worker license instead, you receive a temporary user added to your SmartVault account. After you invite the seasonal worker to your account, this employee will have access to your SmartVault account from the time of your purchase until May 1st. You will receive warnings as the expiration date for the account approaches, and on May 1st, the account is deleted and can no longer access your SmartVault account.


You can set the routing function of the SmartVault Print Driver to store a default SmartVault application when printing or scanning to SmartVault

If you use one SmartVault application regularly to scan or print to SmartVault, you can select that option as the default application. You can choose from the Inbox, the QuickBooks Toolbar, and the Connected Desktop. When you print or scan to SmartVault, the default SmartVault application you set will always be used until you disable this setting.


The Connected Desktop has a new icon, can be added as a desktop shortcut, and can be opened from the Windows Start menu or Windows Search feature

With this update, you can now access the Connected Desktop without opening the Launchpad. On installing the new update, you can choose to install a desktop shortcut. Additionally, you can open the Connected Desktop in Windows 7 from the Start menu, or you can open the Connected Desktop from the Search feature in Windows 8.


You can delete a client from the Connected Desktop

You can delete a client directly from the Connected Desktop by right clicking on the client and selecting Delete. You can access and restore deleted clients from the Recycle Bin in the Portal for up to 90 days.


You can rename a folder or file in the Connected Desktop from the right click menu

Previously, you could rename a folder or file in the Connected Desktop by two staggered clicks on the name of the folder or file. You can now right click on a folder or file and select the Rename option in addition to the previous method.


You can merge duplicate clients from the Connected Desktop

Previously, you merged duplicate clients only from the Portal. With this release, you can use the Connected Desktop to locate and merge any duplicate clients. Choose two clients, and select the Merge option from the right click menu.


An Upload to SmartVault folder has been added to your Documents folder, and you can use this folder to upload files directly to SmartVault

When you update SmartVault to this current release, a folder is created in your Documents folder named Upload to SmartVault. The SmartVault Print Driver utilizes this folder primarily, however, you can also use this folder to upload directly to SmartVault by using the Inbox, QuickBooks Toolbar, or the Connected Desktop. For example, while working in Microsoft Excel, you can save the file to this location, and the file uploads directly to SmartVault using the SmartVault application of your choosing.


Connected Desktop automatically replaces disallowed characters when you drag/drop or copy/paste into Connected Desktop

The Connected Desktop replaces any disallowed characters in a file or folder’s name with an underscore character when you drag and drop or copy and paste that file or folder into the Connected Desktop.


You can customize the salutation and add specific preparer names to emails sent to clients generated by SmartVault’s email templates

We’ve added additional customization for emails sent to tax clients. You can set up a greeting for each specific client, as well as add a tax preparer’s name to each specific client. Using these values, you can edit your tax return email template to include the specified greeting for each individual client and a closing with each individual client’s specific tax preparer’s name.


The following bugs were fixed with this release:

  • A DMS migration Out of Memory/Arithmetic operation overflow issue
  • Dragging attachments from email to the QuickBooks Toolbar now automatically names the file with the email subject
  • An issue arising between Connected Desktop and Private Vaults
  • An issue causing offline import crashes when no clients are chosen to import
  • An issue with Connected Destkop Client Lists not populating
  • Various issues regarding email notifications
  • XpandedReports removed from the SmartVault Market Place
  • Customizable Groups now allow for “-“, “_”, and Unicode characters in names
  • Sign-up names can now include hyphens.


Release Date: January 7, 2015


This release introduces new features for SmartVault customers on the Tax Plan.


Changes to SmartVault:

  • We’ve added three customizable account-level groups.
  • You can individually set client vaults as private.
  • You can set notification settings in the folder templates.



We’ve added three customizable account-level groups

You can utilize three additional account-level groups to further control access to data within your SmartVault account using Folder Templates. You can rename each of the three groups to represent additional user roles you might have within your firm. For example, you can set up an additional group for ‘Wealth Managers’ or for ‘Clerical Staff’ and then control the level of access and to which folders these group have access or use the groups to control email notification settings. Right now these groups can only be used in Folder Templates, but we will be opening up these groups for wider use in SmartVault later in 2015.


You can individually set client vaults as private

As an account administrator, you can now manually set specific vaults as private and inaccessible to other users regardless of folder template settings. You can then invite the specific users that should have access the private client’s vault. No user will have access to the vault (with the exception of any account administrators) until an administrator grants a user access to the private vault.


You can set notification settings in the folder templates

You can now set global notification settings for a folder using the folder template editor. You no longer need to individually set upload or download notifications for each folder, but instead can now set notification settings for any folders created through a template.

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