SmartVault
 
 
 
  SmartVault  
 
 
  New SmartVault Features!  
 
 
  We are continually investing in product development to give customers new features and improve the overall usability of SmartVault. Take a look at what we just released, and what’s coming up.  
 
 
 
AVAILABLE NOW
Block modification to a file while it’s being edited
 
 
Exclusive rights are now available to a user when editing a file from the Connected Desktop. While a user is editing a file, no one else can move, edit or delete the file.
 
 
 
 
 
Save time when searching for clients
 
SmartVault Clients
 
The Clients list in the SmartVault dashboard now supports searching by last name for individuals and company name. Search results are narrowed to a single page – no more manually scrolling pages to find specific clients!
 
 
 
 
 
Cancel unsaved changes to a template
 
SmartVault Editing Tax Return
 
New cancel button in the email template editor means you can cancel unsaved changes to an email template. The email template editor also gives the option to revert to the default email template.
 
 
 
 
 
 
Administrators can now choose to make the Public Documents folder inaccessible to tax clients. This mitigates the risk of inadvertently uploading confidential files to a folder where tax clients have access.
 
 
 
 
 
Additional detail about this and prior releases can be found in
 
 
 
 
 
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“I’ve experienced a 25% savings across the board when I figure in all the money saved by eliminating paper, postage, and the decrease in time I spent mired down in a manual workflow.”
 
 
ANNE ROSA
Owner
Anne Rosa, CPA
 
 
 
 
 
More Customer Stories
 
 
 
 
 
 
 
 
What We’re Working On in Support of TY15…
 
Local Storage
For customers who do not want to store confidential information online
 
Expanded eSignature Integration
Ability to electronically sign documents and store in SmartVault
 
More custom email templates
Allow customers to leverage templates for more client interactions
 
Ability to annotate documents
Add text, highlight, place tickmarks and add date stamp native in the Connected Desktop
 
Issues and Categories
Improve workflow by adding issues and categories to the Connected Desktop
 
Share files with
unauthenticated users

Send files on your clients’ behalf (to a banker, lender, etc.) without having to invite them as a user on SmartVault
 
 
 
  What’s New (and What’s Coming)
in SmartVault!
 
 
 
 
Join our product team for a tour of the new features in SmartVault as well as a preview of the upcoming product roadmap.
 
 
 
 
View On Demand
 
 
 
 
 
 
 
 
“Compared to Lacerte's DMS, SmartVault is awesome.”
 
 
 
ALEX E KRASNOMOWITZ
Managing Member
 
 
 
 
 
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720 N Post Oak Road, Ste 300, Houston, TX 77024
 
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