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Getting Started for Tax Preparers

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Getting Started with SmartVault

For Tax Preparers

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. 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. 




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