If you've been invited to view files in a SmartVault account, you're considered a Guest. Likewise, if your tax preparer invites you to view your tax return in SmartVault, you're considered a Tax Client. These resources will help you to quickly access the documents you've been invited to view, as well as learn additional information on using SmartVault as a Guest or Tax Client.
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps: