Customer Center
Help Topics
Self-Help Guides
Home > Support > New Users > Best Practices > Create Vaults First, then Copy your Existing Folders and Files into the Vaults

Create Vaults First, then Copy your Existing Folders and Files into the Vaults

Overview

If you have an existing file and folder structure on a drive on your local computer or a network drive that you would like to move into SmartVault, use the SmartVault Drive to first create vaults and parent folders in SmartVault. Then copy and paste your existing file and folder structure into SmartVault using the SmartVault Drive.

Guidance

For information on using the SmartVault Drive, see The SmartVault Mapped Drive.

Considerations

SmartVault recommends that you do not move a group of folders that contains more than 1GB of data at one time into SmartVault using the SmartVault Drive. Instead, move or copy and paste folders into SmartVault in groups, or chunks, of 1GB of data or less.

We offer a Power Uploading tool for migrating large amounts of data to SmartVault overnight. See SmartVault Power Uploader.


This method is NOT for use with Tax Plan users. As a Tax Plan user, you create and provide access to vaults by inviting your employees and your tax clients. Instead, see:

 

Creating Vaults and Folders:

Import Clients from Lacerte or ProSeries

Import Files from Intuit DMS

 

Granting Access to Vaults and Folders:

Inviting a Tax Client

Inviting an Employee

 

See the Getting Started Guide for Lacerte and ProSeries for help with setting up your account as a tax professional.

You must to post a comment.
Last modified
16:14, 24 Mar 2016

Tags

Classifications

This page has no classifications.