Secure file sharing in folders is at the heart of what we do. You can grant access to an entire vault and all its contents, or to a single folder. SmartVault provides the flexibility you need to share any way you want to - with your employees, your clients and other professionals outside your company,
SmartVault lets you decide how you want to share your Vaults and folders with employees and with your clients. You can share exactly what you want to share with anyone in your workflow.
Use the Sharing capabilities of SmartVault to define an efficient workflow where employees and clients are sharing, uploading and downloading documents based on permissions and access settings.
This method is NOT for use with Tax Plan users. As a Tax Plan user, you create and provide access to vaults by inviting your employees and your tax clients. Instead, see links below or viisit SmartVault University for help with setting up your account as a tax professional.