SmartVault Getting Started Guides

Use the following SmartVault Getting Started Guides to help you quickly learn how to start using SmartVault.

Getting Started Guides for Non-QuickBooks Users

Account Owners and Users Getting Started Guide

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Guests Getting Started Guide

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Getting Started Guides for QuickBooks Users

If you use QuickBooks, use the following SmartVault Getting Started Guides to help you quickly learn how to start using SmartVault.

QuickBooks Account Owners and Users Getting Started Guide

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QuickBooks Clients Getting Started Guide

  View Web Version of Guide         View PDF Version of Guide

QuickBooks Guests Getting Started Guide

  View Web Version of Guide         View PDF Version of Guide

Other Guides

SmartVault User Guide

The SmartVault User Guide provides comprehensive information about key SmartVault concepts, as well as setp-by-step guidance for common tasks.

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SmartAffiliates Guide

This short guide explains how SmartAffiliates can use the SmartVault SmartAffiliate portal to obtain the latest SmartAffiliate materials and resources, create referral codes and links, and track and manage their other SmartAffiliate information, such as their referred accounts lists and trends and referral code and link usage.

  SmartAffiliate Guide