SmartVault Training Offerings

GENERAL USER

SmartVault offers free training and educational webinars on a weekly basis. Join other like-minded firms and get expert advice, best practices, and workflows. Select from the list of live or pre-recorded training webinars below that best fit your educational needs.

SmartVault Fundamentals

New to SmartVault? Sign up for our 60-minute Webinar covering everything there is to know about SmartVault! This is an in-depth training session for Admin Users who want to understand how to set up and customize their SmartVault account, as well as some best practices for using the software.

Audience: Beginner

Live Webinars with a SmartVault Onboarding Manager Sign up for your preferred session date/time below! Mondays at 2:00 pm CT Wednesdays at 10:00 am CT

Live Office Hours with a SmartVault Onboarding Manager An open forum where you can join like-minded firms to have your questions answered by a SmartVault Expert! Tuesdays at 9:00 am CT Thursdays at 2:00 pm CT

Smartvault Staff Training 

Need a SmartVault refresher before jumping into Tax Season? Sign up for our 30-minute webinar covering frequently used skills like adding clients & documents, sharing with clients, and other general how-tos!

Audience: Beginner, Accounting & Tax, All Staff

Live Webinars with a SmartVault Onboarding Manager Sign up for your preferred session date/time below! Thursdays at 9:00 am CT

Live Office Hours with a SmartVault Onboarding Manager An open forum where you can join like-minded firms to have your questions answered by a SmartVault Expert! Tuesdays at 9:00 am CT Thursdays at 2:00 pm CT

SmartVault Admin Training - TaxCalc UK

Join a member of Customer Success as we walk through your Administrative settings. We will provide an overview of your SmartVault account, including the setup of various features such as Custom Branding, Clients, and Folder Templates.

Audience: Beginner, Administrator, UK Customers

Live Webinars with a SmartVault Onboarding Manager Sign up for your preferred session date/time below! Mondays at 3:00 pm GMT

Live Office Hours with a SmartVault Onboarding Manager An open forum where you can join like-minded firms to have your questions answered by a SmartVault Expert! Tuesdays at 3:00 pm GMT

SmartVault + Docdown Fundamentals

Join a member of the SmartVault Customer Success team as we go through how to utilize Docdown within SmartVault.

Audience: Beginner, Administrator

Live Webinars with a SmartVault Onboarding Manager

• • Fridays at 11:00 am CT