NEW ADMINS START HERE
Take the first steps in setting up a new SmartVault account.
ACCOUNTING CLIENTS START HERE
Learn what to do if someone invited you to their SmartVault account to share files.
Learn how to store and manage documents from the SmartVault Connected Desktop or SmartVault Drive.
Explore your options for uploading, sharing, and attaching documents in SmartVault.
Import and invite users, clients, and guests. Grant permissions and assign group membership.
Integrate SmartVault with your favorite tax, accounting, and business applications.
Get help with common questions related to administering your account and managing your bill.
Customize the built-in templates for your folder structure and email notifications.
Get answers to common questions, like how to reset your password or understand an error message.
Attend a live training or purchase a QuickStart service to get up and running quickly.