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Tax Readiness 2019

Are you ready for tax season with SmartVault?

1. Which of the following do you have to click on in the Dashboard in order to create a new 2019 Tax Engagement for all your clients? *This question is required. Please select one of the following images.
2. Fill in the blank:  In order to connect Lacerte or ProSeries to SmartVault, you must click on the ________ Button. *This question is required.
3. True or False: After inviting a client to SmartVault, clients will be able to see the Permanent File folder. *This question is required.
4. In order to send a password protected file through the Connected Desktop, you will need to right click the file, Click Send To >, and __________________. *This question is required.
5. True or False: Seasonal Worker licenses will be removed and deleted from your SmartVault account on July 31st. *This question is required.