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What is a Client User? What can they do?

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Applies To:
  • ProAdvisors or Solo Accountants (w/o Tax)
  • Team Accountants Plan (w/o Tax)
  • SmartVault for Intuit Tax Lacerte Solo and Team Plans
  • SmartVault for Intuit Tax ProSeries Solo and Team Plans
  • SmartVault for Reckon Partners

Overview

Clients are a special type of user license only available with certain SmartVault plans. Please see the link below for further details. Clients can use all of our Desktop add-ons and integrations but cannot perform administrative tasks like inviting new users, or creating folders and subfolders. 

 

Click here for more information on SmartVault's user licenses.

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