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Home > Archive > SmartVault for Tax Preparation > SmartVault Video Tutorials for Lacerte and ProSeries (Tax Plan) > Find and Filter Clients and Files (Video)

Find and Filter Clients and Files (Video)

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This video demonstrates how to quickly locate your files and clients in the SmartVault Connected Desktop.

 

You can also read about this topic here.

If no video appears, click here to view this video on our YouTube channel.

 

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