If you’re an administrator getting started with a new SmartVault account, start here.
If you’re a Guest or Client of another SmartVault user, see our Getting Started for Clients and Guests.
Activate your Account
Install the SmartVault Desktop Software
Invite Your Clients
Training Guide for Your Clients
SmartVault Desktop Software Features
Customize Your Settings
Custom Brand Your SmartVault Portal
Integrate Your Apps with SmartVault
Connect to QuickBooks, Lacerte, ProSeries, and more...
Start Uploading and Sharing Files
Explore Other Training Options