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SmartVault does this from the web portal, not the Connected Desktop. The export runs in the background and emails you a link when it’s ready.

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Steps

1

Sign in to the SmartVault portal

The web portal. The Connected Desktop doesn’t have this.
2

Client Management

In the left sidebar.
3

Actions, then Export to CSV

Actions sits next to Add Client.
4

Wait for the email

SmartVault puts the file together and emails you a download link.

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Worth knowing before you do

SmartVault is a document portal, not tax software. What comes out is contact information — names, email addresses, how the accounts are structured. It usually won’t carry entity type, return type or tax year. That’s fine, and Pernee won’t make them up. Those columns come through empty and you fill them in on the review screen.
If you run SmartVault alongside CCH Axcess, Lacerte or UltraTax CS, export the book from the tax software instead. It knows the entity types, which is the column you’d otherwise key by hand.

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Then bring it in

Drop the CSV into the card in Getting started, or open Clients and choose Import clients. Pernee reads the file, proposes a name, entity type, return form and tax year for each row, and shows you the lot on a review screen. Nothing saves to your book until you hit Import.

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Who works on what

Manage Employees in the left sidebar, select the employees you want, then Actions → Export Assigned Clients. Gives you assignments per employee. Useful when you’re setting up client assignments in Pernee. Not needed for the import itself.

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Moving the documents too

Connected Desktop: File → Export data, choose to include all clients, pick a folder. Usually you don’t need to. Pernee reads documents out of the systems you connect rather than making you upload them — see Connect your systems. Running something else too? See Getting your client list into Pernee.