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SmartVault Release Notes for Dec 2018

December 2018 SmartVault Service Updates


Release Date: December 19, 2018


Previous Releases


The following improvements were made to the SmartVault Client Portal - Applicable to the Dashboard View Only (please visit this article to learn how to set your "View Preference" to "Dashboard")

  • New Upload Documents Feature available for guests and clients of Tax and Accounting plans only* (click "Upload Documents" to see more about this feature) 

*Please note that administrators and users will not see this feature