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 > SmartVault for Tax Accounting Trial Guide - III. Share Files with Clients - Step 1: Explore the SmartVault Portal

SmartVault for Tax Accounting Trial Guide - III. Share Files with Clients - Step 1: Explore the SmartVault Portal

 

 

 

Get Acquainted with the SmartVault Portal

You've already seen the SmartVault Portal—you used it to download the SmartVault Desktop software earlier in this guide. However, now we're ready to delve into how you can leverage the SmartVault Portal to help your in your tax practice.

 

By now, you should be thinking of SmartVault as your document storage. SmartVault extends that storage with the Connected Desktop, allowing you to manage your documents. The SmartVault Portal is designed to give you, your employees. and, if you so choose, your tax clients anytime, anywhere access to any documents you store in SmartVault.

 

The Connected Desktop and the SmartVault Portal are essentially the same thing—however, you'll make use of the Connected Desktop in your office, and you'll make use of the Portal when you're anywhere else.

 

The Portal also gives you the option to share tax returns with your clients. You invite your clients and then each client receives access to only his or her client vault within your Portal. You're in control of when and if your clients are granted access to view their tax returns.

SmartVault Portal Diagram

CP_Portal_Overview_Edited.png

(1) File Tree

You use the file tree to navigate to your files stored in SmartVault. You can click on the + icons to expand each account, container, vault, or folder. Clicking on each type of these structures will change the tasks that are available in the Task Pane (labeled 3 in our diagram). All of the contents contained in each structure you click on will display in the Content Pane (labeled 2 in our diagram).

CP_Portal_Overview_File_Tree_Editied.png

Your account displays as a blue globe.


As you expand the file tree, you'll see the structures we previously mentioned.
CP_Portal_Overview_File_Tree_Expanded_Annotated.png

  • Accounts hold containers, vaults, folders, and files.
  • Containers hold other containers, vaults, folders, and files.
  • Vaults hold folders and files.
  • Folders hold files.

(2) Content Pane

The Content Pane displays the contents of the structures you select.

CP_Portal_Overview_Content_Pane.png

For example, if you click on your account in the file tree, the contents of your account will display in the Content Pane.

CP_Portal_Overview_Content_Area_Populated.png

When there are files displayed in the Content Pane, you can click on the document to preview the document directly in your browser. For more information about previewing documents, see this article.

(3) Sidebar

The sidebar shows you the actions you can perform on whatever structure you've current selected in the file tree.

CP_Portal_Overview_Sidebar_Edited.png

(1) This label shows the actions you can perform; only general tasks are available as nothing is selected. Task types include:

  • account tasks
  • container tasks
  • vault tasks
  • folder tasks

(2) This label shows the additional applications you can download for SmartVault.

 

The sidebar will automatically update as you choose different structures. For example, if you click on your account in the file tree, the sidebar displays account tasks. A common account task you'll often perform is viewing the Dashboard. The Dashboard holds many of the administrative tasks like viewing clients or employees, adding clients or employees, and sending tax returns to your clients.
CP_Portal_Overview_Sidebar_Tasks.png

You can also view your usage of SmartVault resources.

(4) Main Menu

CP_My_Info_Menu_Option.png

The main menu is primarily used to enter your preferences in SmartVault under the My Info choice. A useful preference to set is your time zone so that documents will display the correct timestamps. See this article to select your time zone.
 

 

 

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Last modified
11:26, 2 Oct 2015

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