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

As a guest or client user, you have specific capabilities within SmartVault:

What you can do:

• Upload Files: Share documents by uploading them to the designated folders.
• View and Download Files: Access and download files shared with you.

What you cannot do:

• Create, Modify, or Delete Folders: Folder management is restricted to account administrators.
• Invite Other Users: Only account administrators can invite additional users to view files.
  For more detailed information, please read our support article.

1. Log in to the SmartVault Portal.
2. Click View Files and Folders on the left-hand navigation bar or View Your Documents from the Home page.
3. This area will show the vaults (these are like storage boxes for your files) you can access:
   • Click on your or your company's name to see your personal documents. Here is where you'll typically find the files that are specific to you.
   • Click on Public Documents to find general forms and information the account administrator has uploaded that all clients can see. 

As a Guest User on SmartVault, quickly and easily upload documents through the Upload Documents option on the left-hand navigation bar or via the Secure Document Upload box on the main panel. Your account manager (who invited you to create your guest account) can view and download any files you upload. For detailed steps, see Uploading Files as a Guest User.

Yes, you can upload documents using an iPhone or iPad. To navigate the experience, follow this process:

1. Log in to the SmartVault Portal using your mobile device.
2. Tap the Upload a Document button.
3. Choose the destination folder for your upload.
4. Tap Upload file.
5. Tap the Upload a file button to select the file source:
   • Tap Photo Library to choose existing images or documents.
   • Use Take Photo to capture a new document with your device's camera.
   • Select Choose Files to access documents stored on your device.
6. Select the file(s) you want to upload. You can select multiple files at once.
7. Tap Save to complete the upload.

Most admins do not grant "Delete" permission to their guests/clients. If you do not see the options described below, you do NOT have Delete permission and will need to contact the contact who shared SmartVault with you for assistance.

1. From the online Portal, navigate to the file you wish to delete.
2. Click the three horizontal dots on the right side of the screen on the file you want to delete.
3. Click Delete.

If you do not see Delete, contact the person who invited you to use SmartVault for assistance.

• Electronically signing a file depends on how the file was shared with you.
• You must download, print, and sign the document if the file was shared with you from the online Portal. Once completed, you can upload the document back to SmartVault.
• There is currently no way to e-sign files directly from the online Portal.
• If you received a request to e-sign a file through DocuSign, please click the REVIEW DOCUMENT button in the DocuSign email and follow the instructions.

Request Docs is a feature in SmartVault used by the person who invited you to SmartVault to ask for documents.
If you see the Document Requests Pending tile on your SmartVault Portal, your preparer has a request for you. You can upload documents and provide comments using your Guest account.
See how you can respond to pending Request Docs as a guest user.

To log in to the SmartVault Portal, click this link: SmartVault Portal

• Ensure you use Google Chrome, Firefox, Safari, or Microsoft Edge to access the online Portal.
• If you're having trouble logging in, explore the options below:
  
  • Reset Password
  • Didn't Receive a Verification Code
  • Activate an Account

When logging in, the Sign In page will sometimes load again instead of the Home Page. Typically, this is due to the security software Avast AntiTrack blocking the Home Page from loading. 

• Please turn off Avast AntiTrack for your browser and try again.
• If the error persists, please also try turning off the browser extension for Avast AntiTrack.

• I forgot my password
• I can't see my files
• I can't delete files: Most administrators do not grant "Delete" permission to their guests or clients. For assistance, please contact the person who invited you to use SmartVault. 

1. Use a Supported Browser: Ensure you are using Google Chrome, Firefox, Safari, or Microsoft Edge.
2. Check Folder Permissions: If you cannot locate or access a folder, it may not exist or you may not have the necessary permissions to view it.
3. Verify File Uploads: If a file is missing from a folder, the person who invited you to SmartVault may still need to upload it.
4. Contact Your Administrator: If you continue to have trouble, please contact the person who invited you to SmartVault for assistance.

SmartVault can only download one file at a time if you have a pop-up blocker enabled. To remedy the situation, first allow SmartVault pop-ups, then try downloading multiple files again.

• If you cannot locate or access the folder you need, either the folder does not exist, or you have not been permitted to view it.
• Please contact the person who invited you to SmartVault for assistance.