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Staff Training

Accounting Pro Staff/Employee Intuit Integration


Description
This course is designed for the staff/employees of your SmartVault account to learn how to utilize SmartVault Accounting Pro with the Intuit integration built in! If you are a non-Intuit user, please sign up for the Accounting Pro Staff/Employee, Non-Intuit to help you gain a deeper knowledge of the software!
Content
  • hello and welcome!
  • Welcome to SmartVault Academy (1 minute video)
  • Getting to the Course
  • How to use SmartVault Academy (1 minute read)
  • SmartVault Glossary of Terms
  • onboarding and software configuration
  • What you'll learn in this Section (1 minute read)
  • Logging in Online (1 minute read)
  • Password Reset (2 minute read)
  • Where to Get Help? (2 minute read)
  • Online Portal Walkthrough (2 minute video)
  • Settings Page (4.5 minute video)
  • Client Management (5 minute video)
  • how smartvault is structured and organized
  • What you'll learn in this Section (1 minute read)
  • Files and Folders (6 minute video)
  • Files and Folders Management in SmartVault (6 minute read)
  • Purpose of Engagements (4 minute read)
  • connected desktop and client import
  • What you'll learn in this Section (1 minute read)
  • Connected Desktop Download (3 minute read)
  • Connected Desktop Icons and Purposes (2 minute read)
  • Connected Desktop, what is it? (5 minute article)
  • Connected Desktop Overview (6 minute video)
  • Importing Clients From Intuit Products (3.5 minute video)
  • day-to-day work
  • What you'll learn in this Section (1 minute read)
  • Document Management and Getting Docs into a Vault (3.5 minute video)
  • Scanning Files (2 minute read)
  • SmartVault PDF Printer (4.5 minute video)
  • Printing From Intuit Software (3.5 minute video)
  • Printing with Intuit Special Cases (3 minute read)
  • Sharing Information with Clients (5 minute read)
  • Connected Desktop Tips and Tricks (3 minute article)
  • your clients and how they see and use smartvault
  • What you'll learn in this Section (1 minute read)
  • Inviting a Client and Their Set-Up (2.5 minute video)
  • Client Experience (3 minute video)
  • End of Course Survey
Completion rules
  • All units must be completed