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SmartVault for Tax Accounting Trial Guide - II. Access and Manage Files - Step 6: Send Files to Clients

 

 

 

Sending Files

Typically, you'll send tax returns to your clients, and the best way to complete that action is by using the SmartVault Portal. We'll cover that in this guide a little later.

 

However, you might need to send other types of documents to your clients or employees. The Connected Desktop has several choices for sending files in various ways: send files to your own computer, your clients, your employees, or to anyone via email. When sending files to your employees, clients, or other email recipients, Connected Desktop sends a link to your file within SmartVault so confidential files remain encrypted and unaccessible to those who should not have access.

 

We'll only review the method for sending files from the Connected Desktop to your tax clients. See this article if you'd like a more in-depth look at the various ways to send files from the Connected Desktop.

Send a File to a Tax Client via Email

Since you've yet to invite any of your clients to view your SmartVault account, we won't actually send any files from the Connected Desktop. However, once you've invited your tax client to view his or her client vault in your SmartVault account, you can then send documents (except for tax returns) to your client. We'll cover inviting your tax clients in a later section of this guide.

 

Note: the options for sending files from the Connected Desktop under the horizontal bar are generated by your computer's operating system and will vary depending on the programs you have installed. Please view this warning before using any of those options.

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Selecting Mail Recipient allows you to send an encrypted, password-protected file via email