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Prepare for Your Tax Training Session

Overview

To get the most from a tax training session, it’s best to arrive with the pre-requisites already completed. 

Pre-requisites for a Tax Training

The 4 steps you need to take before arriving at a  SmartVault for Intuit® Lacerte®” and “SmartVault for Intuit® ProSeries® ​ training session are as follows:

  1. Create and activate your SmartVault Tax plan account by signing up for a free trial.
  2. Install the SmartVault desktop software. The Account Sign Up Wizard will prompt you to do this step.
  3. Connect your tax software with the SmartVault DMS account you just created. After installing the SmartVault desktop, your tax software should automatically request that you grant SmartVault access to Lacerte or ProSeries​.
  4. From Lacerte or ProSeries, confirm that you have email addresses for all clients you wish to invite to SmartVault.

 

What are the benefits of this step?

By completing these simple steps before your training session, we will be able to focus on more features and functionality in the live training session.

When to use this article?

Prior to booking a Tax Training session. To book a Tax Training session for either SmartVault for Intuit® Lacerte®” or “SmartVault for Intuit® ProSeries®, click here.