Skip to main content

Customer Center

SmartVault Customer Center

Creating Vaults and Folder Structure on Your Local Computer

You can quickly create your vault and folder structure on your local computer, as well as modify or delete folders. 

When you have the initial structure you want, you can easily copy the vault and folder into SmartVault using the SmartVault Drive.

Note: For information on using the SmartVault Drive, see Mapping the SmartVault Drive.

Tax Plan Users

This method of moving folders over is not for Tax Plan users. As a Tax Plan user, you create and provide access to vaults by inviting your employees and your tax clients. 

Instead, refer the following:

Creating Vaults and Folders

Granting Access to Vaults and Folders