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Create Your SmartVault Local Account and Install SmartVault Desktop Software


Before enjoying the document management and storage benefits of SmartVault Local, you'll need to sign up for an account at our website, activate your account, and download/install our desktop software.

 

If you received the email invitation, you already have a SmartVault login (your email address); simply use that same email address when signing up for SmartVault Local.
 

If you do not have an account with us (or would like to use a different email address), click here to create your SmartVault account. 

Create and Activate Your SmartVault Account  

If you have an active SmartVault account:

  1. Visit this link -- SmartVault Local -- and click Start your free trial.
  2. Click "Sign in now!"
    SVL_sign in now.jpg
     
  3. Enter your email address and password and click Sign In.
    Note: If you've forgotten or lost your SmartVault password, click "Having trouble signing in?" on the sign-in page.
  4. On the next page, the SmartVault Desktop software should automatically download.
    SVL_welcome screen 2_install.jpg
    Note: If the download does not start automatically, see this article to manually download the SmartVaultSetup.exe file. You'll first need to exit the Welcome to SmartVault window before you can manually download the SmartVault Desktop.
     

If you do not have an active SmartVault account:

  1. Visit this link -- SmartVault Local -- and click Start your free trial.
  2. Complete the form and click Create My Account to receive your account activation email.
    SVL_create new account2.jpg
     
  3. Open your email application and find the SmartVault activation email.
    Note: If you have any trouble with receiving an activation email, see these tips for common solutions to problems you might encounter.
  4. Click on the link in the activation email to install your desktop software.
    SVL_activation email.jpg
     
  5. On the next page, the SmartVault Desktop software should automatically download.
    SVL_welcome screen 2_install.jpg
    Note: If the download does not start automatically, see this article to manually download the SmartVaultSetup.exe file. You'll first need to exit the Welcome to SmartVault window before you can manually download the SmartVault Desktop.


 


Downloading and Installing the Desktop Software

  1. Open the downloaded file to start the SmartVault Install Wizard.
  2. Save the file as you would any other application and follow the installation wizard.
  3. After the install is complete, locate the SmartVault Launchpad icon smartvault launchpad icon.jpg on your desktop and double-click to open.
  4. When prompted, enter your email address and password in the login pop-up at the bottom right-hand corner of your screen.
    smartvault signin popup.jpg
  5. Press Enter to sign in.
  6. When you finish signing in, the Launchpad opens and you should receive one or more additional windows depending on the Intuit software you have installed. Click Grant to allow SmartVault access to your installed Intuit programs.
    SVTaxTrialGuide_Enable_Access_Either.png
    Note: If you have any issues with granting SmartVault access to your tax application, see this article to manually grant access to SmartVault.
  7. The Getting Started Wizard will open.
     

See Getting Started with SmartVault Local for information on the Getting Started Wizard.

 

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Last modified
17:15, 17 Sep 2015

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