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SmartVault Video Tutorials for Lacerte and ProSeries (Tax Plan)


SmartVault Video Tutorials

For Lacerte® and ProSeries® Tax

Manage Security
These videos show you how to manage what each user can access in your SmartVault account.

Client Access Basics and Templates

16:34

Assigning Access to Private Vaults

6:20

How and When to Use Custom Groups

14:05

 
 
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