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Home > Support > New Users > Getting Started > SmartVault for Tax Preparation > SmartVault for Tax Accounting Trial Guide > SmartVault for Tax Accounting Trial Guide - III. Share Files with Clients > Invite Clients to Your SmartVault Account

Invite Clients to Your SmartVault Account

 


 

When to Invite Clients

You might choose to give your clients access to your SmartVault account so that they can download tax return documents or so that they can upload their source documents directly to you. Your clients each have an individual vault created by SmartVault's folder templates. When you invite a client, the client is limited to viewing only select folders within their own client vault.

DMS_What_Your_Client_Sees.png

 

There are typically three points at which you might consider inviting your clients:

  1. When you first begin to use SmartVault, you might want to invite all your clients at once. 
  2. You can invite your clients when you are collecting source documents (such as W-2s, etc.) so that your clients can upload those documents directly to the Client Source Documents folder. 
  3. When you've finished preparing a new client's tax returns, and that client has yet to be invited, you'll need to invite your client before you can share a tax return with that client.

 

The decision is yours to make when you invite clients. Regardless of when you decide to invite your clients, you'll always want to verify that your Portal is set up and ready for your clients to view. Our topics on custom branding for your Portal and customizing the email templates used to invite clients can help you prepare your Portal.

Steps

To invite one client at a time, use these steps. 

Method 1

  1. Sign into the SmartVault Online Portal
  2. On the left side of the screen, Right-Click  on the blue globe  icon. 
  3. Click on View Dashboard



     
  4. Click Clients.

    CP_Client_Icon.png
     
  5. Select each client you want to invite, and then click Invite clients.


     
  6. You are prompted to confirm that you want to invite clients. Click OK.


     
  7. SmartVault displays a confirmation message similar to the following image.



    Review the confirmation message, and then click Close.
  8. If your account contains more than 50 clients, you will need to navigate to the next page of clients to continue inviting additional clients. Click the next arrow to move to the next page.

    CP_Next_50_Clients.png
     
  9. On the next page, repeat the steps to select and invite clients on this page. Navigate through each page of your Client List and use these steps until you've finished inviting clients.

 

Method 2

  1. Open the Connected Desktop.
  2. Right click on the client you want to invite and select Open Client in Portal. Your browser will open on the Client Info page in the Dashboard. You may need to sign in to the SmartVault Portal if you haven't yet signed in.

    2015_May_CP_Connected_Desktop_Portal.PNG
     
  3. Click Invite Client on the top left portion on the page.

    2015_May_CP_Client_Page_Dashboard.PNG
     
  4. A status window informs you if the invitation was submitted.

    2015_May_CP_Invite_Status.PNG

 

If you are inviting multiple clients at once, you can use these steps to send out invitations in bulk:

  1. Right click on your account and select View Dashboard.

    P_Add_Client_View_Dashboard.png
     
  2. Click Clients.

    CP_Client_Icon.png
     
  3. The Clients List in SmartVault displays a maximum of 50 clients at a time. If your account contains more than 50 clients, you will need to invite the clients on each individual page.
  4. Click on the Select All icon to select all of the clients on this current page.

    CP_Over_50_Clients_Select_All.png
     
  5. Click Invite clients.

    CP_Select_All_Invite_Clients.png
     
  6. You are prompted to confirm that you want to invite clients. Click OK.

    CP_Invite_Clients_Are_You_Sure.png
     
  7. SmartVault displays a confirmation message similar to the following image.

    CP_Invite_Clients_Select_All_Confirmation.png
     
  8. If your account contains more than 50 clients, you will need to navigate to the next page of clients to continue inviting additional clients. Click the next arrow to move to the next page.

    CP_Next_50_Clients.png
     
  9. On the next page, repeat the steps to select and invite all clients on this page. Navigate through each page of your Client List and use these steps until you've finished inviting clients.
     

 

You can confirm each client has access to his or her files by selecting the appropriate folder for a client, and then reviewing the Access and Notifications Settings information for that folder.

CP_Access_and_Notification_Settings_Underlined.png

CP_Access_and_Notification_Edit.png

 

 

 

 

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Last modified
14:52, 21 Nov 2016

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