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SmartVault for Tax Clients and Guests

Overview

If you've been invited to view files in a SmartVault account, you're considered a Guest. Likewise, if your tax preparer invites you to view your tax return in SmartVault, you're considered a Tax Client. These resources will help you to quickly access the documents you've been invited to view, as well as learn additional information on using SmartVault as a Guest or Tax Client.

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