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Customer Center

SmartVault Customer Center

Determine you SmartVault Plan Type via the Dashboard


The SmartVault Dashboard is the administrative dashboard for your account.

If you would prefer to watch a video that summarizes the Dashboard and highlights some of its features, please follow this link: Explore the Dashboard (Video).

Determine Your SmartVault Plan Type

The function and layout of the Account & User Settings and the Help Menu are identical across all SmartVault Plan types, but the rest of the Dashboard varies greatly in features and appearance depending on your SmartVault Plan.  There are two main types of SmartVault Plans - click on the image below that most resembles your Dashboard when you sign in:

Dashboard in an Accountant Plan                    Dashboard in a Business Plan

(Includes Tax Prep, Accounting Pro, and Enterprise plans)               (Includes StarterTeam, and Pro plans)



To go to the Dashboard from the Client Portal, right-click on your account name (next to the blue globe) in the left Navigation pane and select "View Dashboard" from the drop-down menu.