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Optimization of February 2016 Release

Overview

This release will include many performance improvements in the Connected Desktop. There are some steps that you should take to ensure:
 

  • Timely upload/download notifications.
  • Quick response when browsing through clients in the SmartVault Connected Desktop.
    • Applies to:  
      • SmartVault for Intuit Tax Lacerte and ProSeries
      • SmartVault for Intuit Tax Lacerte Solo and Team plans
      • SmartVault for Intuit Tax ProSeries Solo and Team plans
      • SmartVault for Solo and Team Accountants 2015 plans

 

How to get the most out of this release

 

  1. Ensure your time zone is up to date.
     
  2. In the SmartVault Connected Desktop, choose "Collapse All" as your default view. *(Do this for all workstations running the Connected Desktop)
     
    • Go to Client view



       
    • Click on any client



       
    • Choose collapse all from the dropdown menu




Tip:

When Lacerte/Proseries updates, exit and restart the SmartVault Desktop to ensure the integration is kept in place.

 

 

*In a hosted environment, have your service provider update your SmartVault application.

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