You are a Guest User if a SmartVault subscriber (such as your accountant, firm, or service provider) invited you to access documents through the SmartVault portal.

Guest users can view, download, and upload documents shared with them, but cannot manage folders or invite other users.

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

Guest users can:

• Upload files to folders they have access to.
• View and download files shared by the firm.

Guest users cannot:

• Create, modify, or delete folders.
• Invite additional users.
  For more detailed information, please read our support article.

No. Guest users cannot create new folders in SmartVault.
Guests can only view, upload to, and download from folders that have been shared with them.
If you need a new folder, contact the firm or person who invited you to SmartVault. 

1. Log in to the SmartVault Portal.
2. Click View Files and Folders in the left navigation or View Your Documents on the Home page.
3. Open the folder named after your name or company.

This folder (called a Vault) contains the documents your firm shared with you. 

You may also see a Public Documents folder, which contains files the firm has made available to all clients.

You can upload documents using the Upload Documents option in the left navigation or the Secure Document Upload box on the main page.

Uploaded files are immediately available to the firm that invited you.

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 firms do not grant delete permission to guest users/clients. If you do not see the Delete option when clicking the menu next to a file, you do not have permission to remove the file.

Contact the person who invited you to SmartVault if you need to remove the file.

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 the Delete option, contact the person who invited you to SmartVault for assistance.

Whether you can electronically sign a file depends on how it was shared with you.

• If the file was shared directly in the portal, you may need to download, print, sign, and upload the document.
• If the firm sends the document using DocuSign, follow the instructions in the DocuSign email to sign electronically.

If you have access to more than one SmartVault account as a guest, you can easily switch among them without signing out. To switch accounts,

1. On the Home page, click the down arrow next to the account name in the left sidebar, under the account logo.
2. From the dropdown labeled "Switch Account To," select the account you want to switch to.

For detailed instructions, refer to the guide on switching among SmartVault accounts.

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 sometimes reloads 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 Avast AntiTrack browser extension.

• 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.

If you cannot locate the folder you need, either:

• The folder does not exist, or 
• You do not have permission to view it.

Contact the person who invited you to SmartVault if you believe the folder should be available.