SmartVault Tax and Accounting plans
You can send a file from Connected Desktop to one of your clients. Be sure that the client has access to the folder where the file you send is stored, or else the client will not be able to view the file.
For tax customers. by default and once invited, clients have access to their own Client Tax Return folder, the Client Organizer folder, and the Client Source Documents folder. See Managing and Inviting Clients to invite your clients to access the listed default folders.
The Connected Desktop has three different ways of sending out files to clients. The three options we have are Send Link To, Email Link To and Mail Recipient:
Sending a file using this process creates a new email using your default email application—for most Windows users this will be Outlook. The message will include an automatically generated subject, message, and link to the file in the SmartVault Portal. The email address will automatically fill using the email address stored for your client.
You may need to securely send a document to someone who has not been invited to your SmartVault account (a client's banker, for example). From the SmartVault Connected Desktop, you can send password-protected PDF files (other file types are not yet supported) to non-clients/guests of your SmartVault account via your computer's default email client (you cannot use Gmail or any other browser-based email service).
Before sending, you can make document and page-specific changes, such as including/excluding annotations, deleting a page, editing the pages sent and editing a page's orientation. Click here to see a full article of Mail Recipient.