SmartVault Tax and Accounting plans
Add or invite an employee to your SmartVault account.
Note: Adding an employee automatically invites that employee to view your account. Do not add employees until you are ready for your employees to view your SmartVault account.
Note: You may experience either of the following error messages
If you experience the Error above it means that one of the fields in the form has a syntax error such as a space in an email address. Check the field that is highlighted in red to identify the problem
This error may mean you don't have enough licenses to add this employee. You may need to add additional licenses to your account. Follow these instructions if you experience the error above
This error message will come up if you have previously added the employee's email address as a guest and are now trying to add that email address as a user. Follow these instructions if you experience the error above.