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Create Client Engagements in Bulk from the Portal

Please note* If you currently display less than 100 clients at a time, please visit this article to show you how to change your view settings so that it will reflect 100 at a time Change your Default Page Size in the SmartVault Portal
 

Also if you happen to use Lacerte or Proseries, This is the best way to create engagements in one go. instead of page by page


Steps

  1. Sign into the SmartVault Dashboard.
     
  2. Click on the Clients icon as shown below:

     
  3. Select all clients on a page by clicking on the checkbox icon. To select specific clients, click the checkbox or click again to uncheck the checkbox icon on each specific client.

  4. When you've selected the appropriate clients, click Create new engagements.


     
  5. On the next screen, Click on the Tax Engagement word to allow you to select a different Type of Engagement if needed. You have the following listed in the screen shot below to choose from:


     
  6. Select the Period on the next page for the engagement you are trying to create (either year and/or quarter)
     
  7. Click the  icon on the top left to Save.
     
  8. A window opens to verify that each client receives this new engagement.


     
  9. Use the navigational menu at the bottom-right of the client list to continue to the next 100 clients in your SmartVault account.


     
  10. Repeat the process for each additional page of clients.