Customer Center
Help Topics
Self-Help Guides
Home > Archive > Support > New Users > Getting Started > SmartVault for Tax Preparation > SmartVault for Tax Accounting Trial Guide > SmartVault for Tax Accounting Trial Guide - III. Share Files with Clients

SmartVault for Tax Accounting Trial Guide - III. Share Files with Clients

Overview

In this section of the tax accounting trial guide you'll utilize the SmartVault Portal for anytime, anywhere access to your documents. You'll also see how to use the SmartVault Portal to share documents directly with your clients.

You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.