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Can I add a button or link to SmartVault from my website?

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Absolutely! However SmartVault does not support or provide any customized buttons that are premade because it may require customized advanced coding and a custom made sized image to fit your site and color scheme. Your web designer does have the ability to design a customized button for your website so that you can use it to link directly to your custom SmartVault URL

SmartVault requires an outside link to prevent problems if your main website is hacked. By requiring links with redirection to our secure site, we prevent any security issues arising from the firm's main site; this practice stops security issues such as the capture of SmartVault usernames or passwords.

Note: Only Administrator Users can customize the URL for the SmartVault account. Create your own custom URL first so that you have a link to provide to your web designer. Follow the steps instructed below. 


  1. Login at
  2. Select Customize Branding... as show in the screen shot below.

  3. Subdomains should be the first option to customize. Here you must specify a subdomain name for your portal.
    • For example, as shown in this example below for EZ Taxes as a sub domain.

    • Type in your subdomain that you want and click the  button to confirm.

  4. Once you have added the URL, the full URL is listed with https:// in the beginning. Our example mentioned above would like the one below:
  5. Now you can provide your own URL to your web designer so that they can use this to link your button from your site to the SmartVault portal.


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Last modified
18:47, 26 Apr 2017



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