STANDARD PLAN USER
If you're a Standard Plan user getting started with a new SmartVault account, you're in the right place! You'll learn how to set up your account, manage users, and upload and share documents effectively.
Take advantage of SmartVault Academy — our free, self-paced onboarding video courses — to learn at your own pace.
For Guests or Clients: If you're invited to use SmartVault by another user, check out SmartVault for Guest Users for tailored guidance.
Managing Your Account
- Sign In and Logging Out of the SmartVault Portal: Learn how to access and exit your account securely.
- Customize Your Settings: Update personal information, time zone, password, and notification preferences.
- Install the SmartVault Desktop Software: Step-by-step instructions on how to install SmartVault tools on your desktop.
- Custom Brand Your SmartVault Portal: Personalize the portal to align with your business branding.
Adding Users
Adding Documents
Share Documents
- Send a Document Link using the "Send Link"
- Send a Document Link using the "Email Link"
- Send a Password-Protected Document
- DocuSign and SmartVault
- Sending Tax Returns to Clients - You can use the Email Link, Send Link, or Send Password-Protected Document options. Alternatively, you can upload the file to the client's folder, which they can access.