Getting Started

No Time? No Problem!

It only takes a few minutes to discover the power of SmartOffice.

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Plan your work and work your plan

Stay on track using our easy-to-follow Getting Started Checklist.

Attend our free training classes!

Start off on the right foot by attending our free instructor-led training sessions:

  • SmartOffice Overview

  • Beyond the Basics

  • Office Settings & Administration

  • Introduction to Dynamic Reports

  • Introduction to Policies

  • Introduction to Investments

Help and Support

Online Help and Training

Comprehensive help and training information is available in SmartOffice.

To access it, click your name/office name in the top right corner.

Technical Support

Phone: 855-ASK-EBIX (855-275-3249)
8:00 AM - 8:00 PM ET Monday-Thursday
8:00 AM - 4:30 PM ET Friday

For non-urgent issues. Response within 24 business hours.

Billing Support

Phone: (626) 585-3505
8:00 AM - 4:00 PM PT Monday-Friday


Release Notes - SmartOffice 2019 Release 3:

Find out what's new in the latest SmartOffice release.