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SmartVault Customer Center

SmartVault QuickStart Pro - SmartVault to SmartVault

Congratulations on your SmartVault purchase!

Your next step to getting the most value out of your new upgraded SmartVault account is by taking advantage of our customized migration and training package.


Installation & Configuration
(30 minutes)¹

Administrative Training

(30-45 minutes)

  • SmartVault Software
  • Custom Branding
  • Email Templates
  • Tax Software Integration
  • PDF Printer
  • Scanner Integration
  • Launchpad
  • Portal
  • Connected Desktop
  • Dashboard Overview
  • Folder Templates Overview
Staff Training
(1 hour group session)
  • Team Workflow Overview
  • Unlimited Access to SmartVault Live Training Suite
  • Over 20 Specialized Training Courses
  • Import and verification of all your existing data
  • Client mapping to new vaults
  • Migration of Client access2
  • Migration of Custom branding

1Limit: Client installation on 1 administrator machine
2Limit: New Client access will be based on folder templates. Clients/Guests will lose access to any “Greenlisted” folders


  • Must purchase an upgraded SmartVault account and simultaneously hold open existing account during migration (talk with your sales representative to understand pricing during your migration)
  • Must be an administrator on both accounts
  • Must be able to coordinate and schedule a specific time for the migration and implementation with the SmartVault training team. During this time, we will ask your team to begin working on the new account, while the old account data is being migrated over
  • Ability to provide additional information for your clients (Client Type, Client ID’s, Client Emails, etc…)
  • Ability to provide additional information for clients who did not match/migrate during mapping process


  • Initiation of QuickStart service shall normally be scheduled within 10 business days of date of purchase
  • Data migration will be dependent of clients upload speed. If you choose to ship us your encrypted DMS database we will normally complete the migration in less than 10 business days after receiving data
  • Installation, Configuration, and Admin Training shall normally be completed simultaneously with data migration
  • Depending on the complexity of your data, we estimate the customers time commitment to be 2 to 5 hours of interaction with the SmartVault QuickStart team for your migration.


Scope of Service Limits:

  • 1 SmartVault Plan Upgrade account
  • Client installation of SmartVault software on 1 administrator machine
  • 1-on-1 training limited to the sessions and times outlined above
  • All data from the source will be migrated to the Prior Years Data folder in the new account


  1. SmartVault Delivery Expectations:
    • Completion of most QuickStart Services within 30 days from date of payment
    • Offer service delivery start date within 10 business days from date of payment
    • Response time of less than 24 hours during normal business days for status updates or schedule change requests
  2. Customer Participation Expectations:
    • Completion of QuickStart Service within 60 days from service delivery start date
    • Customer may, at the time of purchase, request to postpone service delivery start date up to and no more than 30 days, after date of payment.
    • Availability to schedule service delivery start date within 10 business days from date of purchase
    • 24 hours advance notice to reschedule a service appointment.  Missed appointments will be assessed a $25 re-booking fee.
    • 48 hour response time to requests from migration specialist (delayed customer response times will result in project implementation delays beyond the control of the SmartVault migration team and may impact your completion date)
  3. Refund Policy:
    • Customer is entitled to a 100% refund of all service fees prior to Service Delivery Start Date
    • Customer is entitled to a 25% refund of all service fees prior to substantial completion of QuickStart service work
    • Upon substantial completion of work, SmartVault shall consider payment for services complete and final
    • If customer abandons QuickStart after purchase date and fails to notify SmartVault of customer intent to postpone QuickStart implementation, customer’s payment for services shall be non-refundable after 30 days from purchase date
  4. Charges for Service:
    • Additional service charges may be incurred during your QuickStart.  All additional charges will be provided to customer in writing prior to initiation of charge.

      $$$ - For migration of additional databases, check with your account manager for quote
      $200   per Hour Custom Staff Training Session

      $100   per Hour 1-on-1 training (after included configuration and administrative training)

      $  25   per missed appointment (without 24 hours prior notice to reschedule)

SmartVault reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Service, at any time.