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Customer Center
SmartVault Customer Center

Getting Started for Guests

Your accountant or the account owner has invited you to use an online portal to manage and upload documents. Here is a guide on where to begin.

Activating your login

 

If you haven't created a password previously with SmartVault. Open the email from notify@my.smartvault.com and click on the link that looks like this:

 

guest_activation_link.png

 

Signing in

 

At https://my.smartvault.com, Enter your email and password to get signed in.

If you have forgotten your password, please press the "reset password" button and follow the prompts there.

 

Navigation

 

Once signed in, you can navigate in and out of your folders using one of two ways.

 

  1. Click on the name of the vault or folder
    g_portal_navigate_vault.PNG
  2. Click on the links found along the top of the page to navigate up a level

g_portal_navigate_up.PNG

 

Upload

 

There are two options available to upload on any place where you are able to

On the far left side:

On the far right side:


E_Upload_Portal_Button.png
E_Portal_Folder_Task.png

Sample locations of where you may be able to upload:

  • Tax
    g_portal_folder_path_csd.png
  • Accounting
    g_portal_as_sta.png
  • Other
    • Your account owner may have given you access at some other location to upload at. They would be able to confirm where you need to upload at.

Download

 

In any place that you are able to view documents, you can use these three options to accomplish that.

From the document list: From the document preview: from the file tasks:
e_portal_download_button.png e_portal_preview_download.png e_portal_preview_file_task_download.PNG

Sample locations of where you may be able to download:

  • Tax
    g_portal_folder_path_ctr.png
  • Accounting
    • You may have access to a month folder underneath the Accounting Services folder
  • Other
    • Your account owner may have given you access to some other location to download files from. They would be able to confirm where your files are stored