Also applies to non-tax accounting plans (screens may differ from below)
To get the complete SmartVault experience, you'll now need to install the SmartVault Desktop software. The SmartVault Desktop includes the following SmartVault applications:
There are other aspects of the SmartVault Desktop, but these applications are what you'll use most. in this guide we'll specifically focus on the SmartVault installation process. You can always learn about other SmartVault applications by searching our support site at support.smartvault.com.
Download the SmartVaultSetup.exe File
For Firefox Browsers:
For Chrome Browsers:
For Internet Explorer:
Note: If the download does not start automatically, see this article to manually download the SmartVaultSetup.exe file. You'll first need to exit the Welcome to SmartVault window before you can manually download the SmartVault Desktop.
Install the SmartVault Desktop
After you install SmartVault, we'll open the SmartVault Connected Desktop to survey the benefits of utilizing SmartVault's document management system. For tax customers, there are only a few setup steps remaining in which you'll give SmartVault access to your tax application. This allows you to fully experience how SmartVault's deep integration with Intuit's products allow you to automate most of your document management needs.