If your accountant utilizes SmartVault for document management, chances are that he or she wants to be as paperless as possible. And that doesn't just mean internally, but also in regard to the source documents (bank statements, sales invoices, etc.) that you provide. With the SmartVault Portal, your accountant can share your client vault or a specific folder with you so that you can easily and efficiently upload your confidential documents.
You must activate your SmartVault account before you can begin uploading documents:
Now you're ready to begin uploading documents: