Get Tax Ready


Add Your Staff to SmartVault


To take full advantage of all the security features and functions in SmartVault, you’ll need to set-up each team member with their own log-in. This provides reliable data in the activity log, allows you to set up granular security permissions by user and/or role, and helps you stay compliant with industry regulations

Learn how to add employees in SmartVault today.


Earn Your Tax-Ready Badge!

Complete the tasks above, and then take our quiz to show you’re tax-ready. Once you pass the quiz, you'll receive your very own Tax Season Ready Badge!

Take the Quiz

Get Tax Ready

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