Home / Course catalog / UK TaxCalc Plan - Staff Training

Staff Training

UK TaxCalc Plan - Staff Training


Description
This course will train staff members for customers using SmartVault.

Content
  • Managing Your Account
  • Signing In
  • Downloading Desktop Software
  • Desktop Shortcut Overview
  • Dashboard Overview
  • Section 1 Questions
  • TaxCalc Integration
  • Integrating TaxCalc with SmartVault
  • Exporting Your Client List from TaxCalc
  • Adding Individual Clients to SmartVault from TaxCalc
  • Adding Users
  • Adding Clients - Dashboard
  • Inviting Clients
  • Section 2 Questions
  • Folder Setup
  • Understanding Engagements
  • Adding Engagements
  • Adding an Ad Hoc Folder
  • Section 3 Questions
  • Adding Documents
  • Uploading a Document
  • Scan a Document
  • Drag and Drop
  • Using the SmartVault PDF Printer
  • Section 4 Questions
  • Share Documents
  • Send Link
  • Email Document Link
  • Mail Recipient
  • DocuSign and SmartVault
  • Section 5 Questions
  • Additional Features
  • Activity Log
  • Recycle Bin
  • Internal and Public Documents
  • Section 6 Questions
  • Survey
Completion rules
  • All units must be completed