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Step-by-step Guide
Document Manager
Authorising TaxCalc to Connect to SmartVault
What are APIs? A method of obtaining information called Application Program Interfaces or “API”. This will allow you to obtain client information from Document Manager providers and use it within TaxCalc. Prerequisites for using the API Must have a valid Document Manager product Must...
rating 04 Apr, 2023 Views: 1997
Getting Started with TaxCalc Document Manager powered by SmartVault
TaxCalc Document Manager is powered by SmartVault as an integral part of TaxCalc’s Practice Management toolkit, that supports our strategy to provide choice and control over the products a practice needs to run efficiently. With Document Manager and TaxCalc eSign Centre you can have the best...
rating 04 Apr, 2023 Views: 1445
How does eSigning work with TaxCalc Document Manager?
When you need formal approval from your client, simply use TaxCalc eSign Centre to pack your documents into an eSign envelope and send for signature. Once the signing process is complete, upload your signed document to Document Manager in just a few simple steps. Please note: You will need an...
rating 19 Mar, 2021 Views: 718
Who shall I contact for any Document Manager Support queries?
For any queries please visit the SmartVault Support website or contact SmartVault Support and select I have a SmartVault account for Live Chat and Email Support. Alternatively, you can call SmartVault Support on 01223 735906 where lines are open Monday – Friday, 9am – 3am. For all...
rating 19 Mar, 2021 Views: 419
What happens to the data after I cancel?
If you decide not to renew your Document Manager subscription, your account and any data will no longer be accessible. However, accounts can be reactivated within 90 days of cancellation. Within the 90 day cancellation period you can contact us to make arrangements to allow access for up to 1...
rating 04 Apr, 2023 Views: 390
"Unable to Connect" using TaxCalc APIs
Under certain conditions we have seen some reports of access to certain areas of the application through APIs (Accounts Production Trial Balance Imports and Document Manager) not working as expected. You may get the below error or the options within the Accounts Production import screen may be...
rating 05 Apr, 2022 Views: 364
How can I send documents to Document Manager?
You can easily upload your TaxCalc documents to Document Manager for secure online documentation storage and file sharing. Uploading from the Connected Desktop Login to the SmartVault Connected Desktop. Within the appropriate TaxCalc module, generate the required file, for example,...
rating 15 Aug, 2023 Views: 313
How to upload files from TaxCalc into SmartVault
You can easily upload your TaxCalc documents to Document Manager for secure online documentation storage and file sharing. For more details, please see Printing files from TaxCalc to SmartVault. You will need to be logged into the SmartVault Connected Desktop software to do this. Installing the...
rating 17 Mar, 2021 Views: 230
Document Manager Onboarding and Training
Once you have activated your account and logged in to Document Manager, you will automatically be directed to the SmartVault home screen. From here you will receive a welcome email with a handy link to the SmartVault Getting Started Guides which include comprehensive tutorials and videos to get you...
rating 04 Apr, 2023 Views: 226
How do I add additional users to Document Manager?
You can add additional users to your Document Manager account if required. When you add a new employee, an email invitation is sent to the employee that allows them to join Document Manager. Click here for more information on how to add an employee to your account (please note this will take you...
rating 11 Nov, 2021 Views: 207
What is TaxCalc Document Manager powered by SmartVault?
Document Manager is your complete solution for online documentation storage and secure file sharing. You can standardise and digitise your workflow with an all-in-one solution specifically built for accounting and business professionals. With Document Manager you can: Go paperless and...
rating 17 Oct, 2019 Views: 200
Does TaxCalc Document Manager work on a Mac?
You can connect to the SmartVault Drive and the SmartVault Portal to access, upload and share files from any device, including Macs. The SmartVault Drive lets you access your files from SmartVault directly from your computer. This can save you time when you move files between your desktop and...
rating 04 Apr, 2023 Views: 155
How do I install the Document Manager Connected Desktop Software?
The Document Manager connected desktop client application provides a connection between your computer and the Document Manager Portal. Click here for more information on how to install the desktop client.
rating 21 May, 2021 Views: 131
How long will it take for my Document Manager account to be activated?
You will receive an email from SmartVault within 1-2 business days inviting you to activate your Document Manager account. Once activated, you’ll be ready to go! If you do not receive the email please check your junk mail folder. If you still haven’t received the activation email please...
rating 17 Oct, 2019 Views: 107