1. SmartVault
  2. Getting Started
  3. SmartVault for Guest Users

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've been invited to securely access shared folders, files, or documents. This guide will help you activate your account and get started.

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

Please check your spam or junk mail folders if the activation email is not in your primary inbox. If you have not received your activation email, contact the person who invited you to resend the invitation. 

Activating your Guest Account

Once you have received the activation email from SmartVault:

  1. Open the activation email.
    SV - Guest Activation Email Inbox+.png
  2. Click the Activate button. (It will display the SmartVault logo.)
    SV - Guest Activation email.png
  3. On the activation page:
    • Enter your phone number.
    • Choose a secure password.
    • Your name and email will already be pre-filled.
  4. Click Create My User to complete the setup.Create_my_user.png

Using your SmartVault Guest Account 

Once your guest account is activated, you can access SmartVault from any web-enabled device, including desktops, tablets, and mobile phones.

Signing in to SmartVault 

  1. Open your preferred web browser on your device (Chrome, Safari, Edge, or Firefox)
  2. Go to my.smartvault.com and sign in with your guest credentials.
    image of sign in screen

      Note

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

Navigating the SmartVault Portal (Desktop, Tablet, and Mobile)

Once signed in to SmartVault, you can access files, folders, and account settings from any device. While the layout may differ slightly between desktops and mobile devices, the key functions remain the same.

  1. On a Computer (Desktop/Laptop)
    • The navigation menu appears on the left side of the screen.
    • You can upload documents, view files and folders, and switch accounts from this panel.
  2. On a Mobile Device (Phone/Tablet)
    • The main panel shows key options, while the left navigation menu is collapsed to keep the screen clear.
    • If you prefer to navigate the options using the left sidebar, tap the menu icon Menu icon (mobile).png in the top-left corner.
      GV - Mobile screen.png
    • This will open the full navigation sidebar, where you can upload documents, view files and folders, and switch accounts.
      GV - Left Nav Mobile.png

Switching Among SmartVault Accounts

If you are a guest user with access to multiple SmartVault accounts, you can easily switch among them by following these steps:

  1. On the SmartVault Home page, locate the account name in the left sidebar.
  2. Click the down arrow next to the account name. (Under the logo.)
    GV - Switch accounts down arrow.png
  3. Select the account you want to switch to from the dropdown menu.
    GV - Switch account to dropdown.png

This feature allows you to navigate between accounts without signing out and signing back in.

Was this article helpful?
64 out of 102 found this helpful
...