You can quickly locate clients, files, and folders in the Connected Desktop. At this point in your SmartVault journey, it won't seem very difficult to find anything in the Connected Desktop; however, when you start to import all your documents and client data, you'll need the following tools to help you search through the Connected Desktop.
When you work with documents in the Connected Desktop, you'll locate your client and then search for files or folders in your client's vault.
Alternatively, you can use the quick search find a client.
Folders and their structures will vary depending on your plan (tax or non-tax) as well as the engagements you have selected. While the functionality is the same across both plans, these screens apply to a tax accounting plan.