Explore your options for uploading, sharing, and attaching documents in SmartVault.
Upload Files as a Guest or Client
Upload a File to Your Account
Upload Files Using the SmartVault Portal
Upload Files Using the Connected Desktop
Upload Files to SmartVault Using iOS
Upload Files from Your Android Device
Using the SmartVault Bulk File Upload Tool
Using the Upload to SmartVault Folder
Upload Files with the SmartVault Inbox
Upload Files with the PDF Printer
Drag and Drop Files
Auto-File a Document with the SmartVault PDF Printer
Share Folders and Assign User Permissions
Send and Copy Links to Vaults, Folders or Files
Sending Tax Returns to Clients
Share a Vault Using "Manage Group Members"
Share Folders Using "View Access and Notifications"
For QuickBooks and other integrated apps
Attach Documents to Web Apps
(ex: QuickBooks Online)
Attach Documents to Desktop Apps
(ex: QuickBooks Desktop)