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.
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.
The SmartVault portal helps you
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.