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Customer Center
SmartVault Customer Center

Getting Started for Guests

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1. Navigate to your email

2. Find your invitation to SmartVault

3. Click on SmartVault Activation Link

4. Enter your phone number and desired password

5. Click Create My User

Quick Tip! The activation email will be sent from notify@my.smartvault.com

 

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1. Navigate to my.smartvault.com

2. Enter your username and password

3. Click Sign in

Quick Tip! If you have forgotten your password click on "Reset Password"

 

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Log in to your SmartVault account and navigate to the folder where you would like to upload your files.

In this example we are uploading a W-2 form requested by my CPA into the "Client Source Document" folder

1. Click on your vault

2. Click on the Tax Year Folder "TY17

3. Click on the Client Source Documents folder

4. Click on the green Upload File icon on the top left corner

Quick Tip! You can upload anywhere the green Upload File button is available

 

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Log in to your SmartVault account and navigate to the folder containing the files you want to download.

In this example we are downloading a tax return that my CPA has sent.
 

1. Click on your vault

2. Click on the Tax Year folder "TY17"

3. Click on the tax return PDF to view it in browser

Optional: Download the tax return to save it on your computer