Popular Topics

Getting Started for Admins

NEW ADMINS START HERE
Take the first steps in setting up a new SmartVault account.

Getting Started for Clients

ACCOUNTING CLIENTS START HERE 
Learn what to do if someone invited you to their SmartVault account to share files.

Store and Manage Files

Learn how to store and manage documents from the SmartVault Connected Desktop or SmartVault Drive.

Upload and Share Files

Explore your options for uploading, sharing, and attaching documents in SmartVault.

User and Client Access

Import and invite users, clients, and guests. Grant permissions and assign group membership.

Integrations

Integrate SmartVault with your favorite tax, accounting, and business applications.

Account Settings and Billing

Get help with common questions related to administering your account and managing your bill.

Folder & Email Templates

Customize the built-in templates for your folder structure and email notifications.

FAQs & Troubleshooting

Get answers to common questions, like how to reset your password or understand an error message.

Training & Services

Attend a live training or purchase a QuickStart service to get up and running quickly.