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.
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).
Your account displays as a blue globe.
The Content Pane displays the contents of the structures you select.
For example, if you click on your account in the file tree, the contents of your account will display in the Content Pane.
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.
(1) This label shows the actions you can perform; only general tasks are available as nothing is selected. Task types include:
(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.
You can also view your usage of SmartVault resources.
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.