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Home > SmartVault Portal > Explore the SmartVault Portal (Video)

Explore the SmartVault Portal (Video)

Overview

The SmartVault Portal is your browser based client portal for your account.  

If you would prefer a highlighted screenshot with descriptions of each section of the Portal, please follow this link: Explore the Portal.

Feature

The primary function of the portal it to allow you to administer your SmartVault account. It can also be used for accessing your files from any computer or mobile device where you have an Internet connection.

Benefits

The SmartVault portal helps you

  • Manage your account and invite clients and/or guests.
  • Set and view permissions on folders you've granted.
  • View Documents in the browser.
  • Access to the Recycle Bin, Activity Log and Version History of files.
  • Access your billing page and update your credit card information
  • Access the Custom Branding feature
  • Search for documents by keyword or phrase

Summary on How to Use

 

Considerations

If you're on one of our Tax plans, you'll likely not use this portal. However, you can easily go to the SmartVault Dashboad to access similar features. To go to the Dashboard, right click on your account in the Navigation pane on the left and select View Dashboard.

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Last modified
09:14, 2 May 2017

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