Inviting Clients via the Dashboard or Connected Desktop
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• This method of inviting clients requires access to the SmartVault Dashboard within the Portal
o Applies to SmartVault Accountants and Tax Plans
o Business Plan guides within SmartVault University: http://www.smartvault.com/smartvault...siness-owners/
• Each client must have at least 1 valid email address
o It is always best to check and update a client’s contact information before importing their data into SmartVault
• Use the Client Dashboard to:
o Invite clients individually or in bulk
o Normally used during setup of SmartVault account
o Allows you to filter clients by type and invitation status
• Use the Connected Desktop to:
o Invite clients individually
o SmartVault account established; most clients already invited
o Allows you to edit client contact information before inviting
o Fastest method by which to find an invite a client