Migrate docs to TaxDome: Export from SmartVault

Migrating client documents to TaxDome is simple. Follow this guide to smoothly transition from SmartVault while preserving your clients’ folder structures. Then, you will be able to upload documents to TaxDome in bulk.

To export documents from SmartVault, you need to upload client folders from their system to your local computer. Let’s examine these steps in more detail.

Note

If you are not an admin in SmartVault but are involved in data uploading, please make sure to request admin rights or ask your admin to handle the upload.

Access your files via the SmartVault desktop app. You can also use the SmartVault browser version, but keep in mind the slow download speeds (on average, it’s about 200–300 Kbps). If you don’t have SmartVault desktop app, learn how to install it in the SmartVault guide .
Export data using the SmartVault guide .

Note

If you experience interruptions during download, copying smaller portions is safer to prevent data loss.

That’s it with export. To continue migrating documents to TaxDome, import CRM data , and then proceed with a bulk upload to client accounts.

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