This guide will help you set up your SmartVault account for your own business. You're here because you signed up for the SmartVault for Reckon Partners plan. You can use SmartVault
- Attach and upload documents for your own Reckon Accounts and as well as a document storage solution
- Keep your clients books if you do their bookkeeping in Reckon Accounts
- Share documents with your clients if you just do regular write-ups
First we'll set up SmartVault and integrate Reckon Accounts so that you can start using it for your own firm.
When you signed up for SmartVault, an email was generated from the SmartVault system that invites you to your account. Check your inbox for this important account email. The sender is firstname.lastname@example.org, so it might have gone to your Junk or Spam folder by mistake.
Open the email and click on the link in it to finish creating your account. You will enter your first and last name, your phone number, and you will create your own password. Remember, SmartVault is a secure system, so everyone has to authenticate with a valid userid (email address) and password.
If you can't find the activation email, and it needs to be resent to you, follow the instructions found here - Resending the Activation Email.
Once your account is activated, use the checklist in the section below to help you get started with SmartVault.
Step 1 - Sign in to the SmartVault Client Portal
Step 2 - Verify that the setting for your time zone is correct
Step 3 - Add an additional admin to your account (optional)
You may want someone else in your company, such as a trusted employee, to act as an additional administrator. Administrators have full control over the account and help other users, staff and your clients with support and training. To add someone to the Administrators group for your SmartVault account, see Adding an Additional Administrator to your Account.
Step 4 - Custom brand your account (optional)
You can custom brand your SmartVault client portal at any time. If you have your own website, you can match up the color scheme in SmartVault with your site's colors. You can also drive your customers to SmartVault from your own website so your clients do not need to remember any more sites other than yours to access their documents. See Custom Branding your SmartVault Client Portal.
Step 5 - Install the SmartVault desktop software
Get more done—faster—with the SmartVault Desktop software for Windows. See Install the SmartVault Desktop software.
Step 6 - Map the SmartVault Drive
After installing the SmartVault Desktop software, map our SmartVault Drive. See Map the SmartVault Drive.
Step 7 - Create your Vault and folder structure
The structure that you build out in your free trial month needs to reproduce—or better still—enhance the folder structure(s) you currently use to store and share documents with staff and clients. To help you do that, we have a few simple best practices and we can offer you examples and template folder sets. Review the links below about vault and folder structures. We recommend you review these before starting your design.
Step 8 - Integrate Reckon Accounts with SmartVault (Toolbar)
Integrate your Reckon Books and your client's books into your account, Reckon Accounts Integration. This will allow you to attach and upload source documents to your Reckon transactions as you do your bookkeeping.