Activating and Using your SmartVault Guest Account

GUEST USER You are a Guest User if you've been invited by a paid subscriber to access SmartVault through a shared portal

Welcome to SmartVault! As a guest user, you'll enjoy secure access to shared folders, files, and documents. However, before you can start using SmartVault, you need to activate your account. This article will guide you through the process of starting your guest account and signing into SmartVault.

Wait for your Activation Invitation

Your accountant or document preparer initiates the process by inviting you to create a SmartVault guest account. To locate and identify the activation email, here are some key details to look out for:

    • Sender: The activation email will come from your SmartVault account manager, who invited you to create your guest account. 
    • Subject Line: Look for an email with the subject line "[Name of the SmartVault account manager] has shared the vault '[Your Name]' with you".

SV - Guest Activation Email Inbox - short.png

  Note

If the activation email is not in your primary inbox, please check your spam or junk mail folders. If you have yet to receive your activation email, ask the SmartVault account manager to resend the invitation. 

Activating your Guest Account

Once you have received the activation email from SmartVault:

  1. Open your activation email from SmartVault.
    SV - Guest Activation Email Inbox+.png
  2. Click the Activate button, which is accompanied by the SmartVault logo.
    SV - Guest Activation email.png
  3. On the activation page, enter your phone number and choose a secure password.

      Note

    Your other personal details are pre-filled automatically.

  4. Click Create My User to complete your account setup.Create_my_user.png

Signing In to your SmartVault Guest Account

Now that you've activated your account, you can start using SmartVault.

  1. Go to the SmartVault portal, connected desktop app, or mobile app.
  2. Enter the email address and password you used when activating your guest account.
  3. Click Sign In.

      Note

    If you have forgotten your password, click Can't sign in? and follow the instructions to reset your password.

    image of sign in screen

By following these steps, you can set up your SmartVault guest account and start using it.

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