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SmartVault Customer Center

Send To Clients

Overview

In this article, we will display and explain what each of the 3 icons do when you when you want to send a tax return, organizer, or a financial statement. 

Steps

  1. Sign into the SmartVault Online Portal
  2. On the left side of the screen, Right-Click  on the blue globe  icon. 
  3. Click on View Dashboard


     
  4. Then Click on Send To Clients


     
  5. Here you can click on one of the following clickable icons below to take you to the next steps.
     
        
      (Click on one of the icons above to take you to the next steps.) 
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