This session is designed for ProSeries customers who are ready to start using SmartVault to securely store and share files. In this session, you'll get an intro to:
• Getting started, orientation to the SmartVault client portal
• Setting up the integration with ProSeries
• Importing your clients
• Printing to SmartVault
• Sending out tax returns using email templates and mail merge
This is a recording of a live training session and may include audience participation.
ARCHIVED SmartVault Training: Using Client Portal with Intuit ProSeries camera iphone 8 plus apk | |
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| How-to & Style | Upload TimePublished on 16 Oct 2014 |
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