Custom branding your SmartVault Portal gives your users and clients the look and feel of your own website. With SmartVault, you can customize the:
For security reasons, we do not allow a firm's clients to directly sign in to SmartVault from the firm's website.
SmartVault requires an outside link to prevent problems if your main website is hacked. By requiring links with redirection to our secure site, we prevent any security issues arising from the firm's main site; this practice stops security issues such as the capture of SmartVault usernames or passwords.
If you are a Tax Accountant looking to return to the Getting Started Guide, please click the link below:
Return to the Getting Started Guide Contents for Tax Accountants