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Home > Support > New Users > Getting Started > SmartVault for Tax Preparation > SmartVault Video Tutorials for Lacerte and ProSeries (Tax Plan) > Find and Filter Clients and Files (Video)

Find and Filter Clients and Files (Video)

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This video demonstrates how to quickly locate your files and clients in the SmartVault Connected Desktop.


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If no video appears, click here to view this video on our YouTube channel.


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Last modified
19:54, 1 Aug 2016


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